Vanguard Wellington™ Fund
Shareclass
Vanguard Wellington™ Inv (VWELX)
Type
Open-end mutual fund
Manager
Investments in major fossil fuel companies
Top 200 carbon reserves$1.53 BILLION
Top 50 coal-fired power$1.03 BILLION
Top 200 carbon reserves$733.31 MILLION
Top 200 carbon reserves$588.92 MILLION
Top 200 carbon reserves$414.93 MILLION
Top 50 coal-fired power$333.07 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Carbon Underground 200
6
holdings
$3.56B
invested
3.16%
of portfolio
Coal industry
Coal miners, coal services, owners of coal reserves
3
holdings
$1.66B
invested
1.47%
of portfolio
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
12
holdings
$5.98B
invested
5.31%
of portfolio
Utility sector
Top 50 coal-fired utilities
Macroclimate 50
2
holdings
$1.36B
invested
1.21%
of portfolio
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
3
holdings
$2.17B
invested
1.93%
of portfolio
When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
14 holdings
14 holdings
- 1. Exxon Mobil Corp
$1.53B1.36% - 2. Duke Energy Corp
$1.03B0.92% - 3. Exelon Corp$810.83M0.72%
- 4. Glencore PLC
$733.31M0.65% - 5. KKR & Co Inc Ordinary Shares$719.1M0.64%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
Business as usual is fueling climate destruction.
Vanguard Wellington™ Fund $VWELX is 6.55% ($7.38 BILLION) invested in fossil fuel stocks
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Vanguard Wellington™ Fund VWELX
Environment
Social
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Financial performance
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Find more financial data on VWELX at Morningstar.com
Find more financial data on VWELX at Morningstar.comRecent blog posts
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