Fossil fuel companiesare fueling the climate crisis.


Vanguard Wellington™ Fund

Shareclass
Vanguard Wellington™ Admiral™ (VWENX)
Type
Open-end mutual fund
Manager
Fossil fuel exposure of 7.02% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$1.65 BILLION
Duke Energy Corp
Macroclimate 50Top 50 coal-fired power
$1.07 BILLION
Glencore PLC
Carbon Underground 200Top 200 carbon reserves
$568.77 MILLION
EQT Corp
Carbon Underground 200Top 200 carbon reserves
$421.16 MILLION
Anglo American PLC
Carbon Underground 200Top 200 carbon reserves
$412.49 MILLION
American Electric Power Co Inc
Macroclimate 50Top 50 coal-fired power
$397.13 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
4
holdings
$3.05B
invested
2.68%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
3
holdings
$1.38B
invested
1.21%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
10
holdings
$6.84B
invested
6%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
2
holdings
$1.47B
invested
1.29%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
3
holdings
$2.22B
invested
1.95%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
12 holdings
12 holdings
  • 1. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $1.65B
    1.45%
  • 2. Duke Energy Corp
    Oil/gas industryMacroclimate 50Fossil-fired utility
    $1.07B
    0.94%
  • 3. KKR & Co Inc Ordinary Shares
    Oil/gas industry
    $978.08M
    0.86%
  • 4. Exelon Corp
    Fossil-fired utility
    $746.21M
    0.66%
  • 5. Glencore PLC
    Carbon Underground 200Coal industryOil/gas industry
    $568.77M
    0.5%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
Vanguard Wellington™ Fund $VWENX is 7.02% ($8 BILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on VWENX at Morningstar.com
Current fund
VWENX
Vanguard Wellington™ Fund
Family
Vanguard
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.59% less in annualized returns
Less invested in fossil fuels 
1.3% less invested
Higher fossil finance risk score 
0 points higher
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
6.06% less invested
Current fund
VWENX
Vanguard Wellington™ Fund
Family
Vanguard
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.59% less in annualized returns
Less invested in fossil fuels 
1.3% less invested
Higher fossil finance risk score 
0 points higher
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
6.06% less invested
Current fund
VWENX
Vanguard Wellington™ Fund
Family
Vanguard
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.59% less in annualized returns
Less invested in fossil fuels 
1.3% less invested
Higher fossil finance risk score 
0 points higher
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
6.06% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
VWENX - Vanguard Wellington™ Fund
25%
4.27%
8.56%
8.38%
7.02% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
8.32% 
Fund compared to benchmark
 
-13.41%
-4.79%
-6.68%
-4.59%
1.3%  lower
Find more financial data on VWENX at Morningstar.com
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