Vanguard FTSE Social Index Fund

Shareclass
Vanguard FTSE Social Index Admiral (VFTAX)
Type
Open-end mutual fund
Manager
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
C
14.39%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
44
holdings flagged
14%
of assets flagged
This fund contains
 $3.13 BILLION invested 
in holdings flagged for deforestation risk
Vanguard holds hundreds of millions of dollars in shares in the agribusiness companies most responsible for devastating our rainforests. Vanguard's continued financing of the world's worst deforesters exposes Vanguard and its clients to reputational and financial risk - and Vanguard has no policy in place to stop the destruction. Tell Vanguard to adopt a No Deforestation Policy!
Sign the petition
producers
Commodity producers
5 holdings
0.2% of assets
$44.3 MILLION invested
banks
Banks and lenders
4 holdings
2.67% of assets
$581.49 MILLION invested
consumers
Major consumer brands
39 holdings
12% of assets
$2.54 BILLION invested
Commodity producers
Commodity producers
5 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
5 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Archer-Daniels Midland Co
    Soy producerPalm oil producer
    0.07%0.07% of portfolio
    $14.85M$14.85M invested
    Soy producerPalm oil producer
  • 2. International Paper Co
    Paper/pulp producer
    0.04%0.04% of portfolio
    $8.82M$8.82M invested
    Paper/pulp producer
  • 3. Tyson Foods Inc Class A
    Soy producerCattle producer
    0.04%0.04% of portfolio
    $8.74M$8.74M invested
    Soy producerCattle producer
  • 4. Bunge Global SA
    Soy producerPaper/pulp producerPalm oil producer
    0.03%0.03% of portfolio
    $7.1M$7.1M invested
    Soy producerPaper/pulp producerPalm oil producer
  • 5. Hormel Foods Corp
    Soy producerCattle producer
    0.02%0.02% of portfolio
    $4.79M$4.79M invested
    Soy producerCattle producer
Banks and lenders
Banks and lenders
4 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
4 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    1.45%1.45% of portfolio
    $315.28M$315.28M invested
  • 2. Bank of America Corp
    0.65%0.65% of portfolio
    $140.49M$140.49M invested
  • 3. Morgan Stanley
    0.29%0.29% of portfolio
    $63.13M$63.13M invested
  • 4. Citigroup Inc
    0.29%0.29% of portfolio
    $62.59M$62.59M invested
Major consumer brands
Major consumer brands
39 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
39 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    4.15%4.15% of portfolio
    $903.04M$903.04M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.98%0.98% of portfolio
    $213.21M$213.21M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 3. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    0.96%0.96% of portfolio
    $209.68M$209.68M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 4. Costco Wholesale Corp
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.94%0.94% of portfolio
    $205.04M$205.04M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. PepsiCo Inc
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.56%0.56% of portfolio
    $121.96M$121.96M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
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DATA AS OF 30 Sep 2024
Financial performance
Performance data provided byMorningstarFind more financial data on VFTAX at Morningstar.com
Current fund
VFTAX
Vanguard FTSE Social Index Fund
Family
Vanguard
Category
Large Blend
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: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.38% more in annualized returns
More invested in commodity producers 
0.03% more invested
More invested in banks and lenders 
0.23% more invested
More invested in major consumer brands 
0.18% more invested
Current fund
VFTAX
Vanguard FTSE Social Index Fund
Family
Vanguard
Category
Large Blend
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: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.38% more in annualized returns
More invested in commodity producers 
0.03% more invested
More invested in banks and lenders 
0.23% more invested
More invested in major consumer brands 
0.18% more invested
Current fund
VFTAX
Vanguard FTSE Social Index Fund
Family
Vanguard
Category
Large Blend
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: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.38% more in annualized returns
More invested in commodity producers 
0.03% more invested
More invested in banks and lenders 
0.23% more invested
More invested in major consumer brands 
0.18% more invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
VFTAX - Vanguard FTSE Social Index Fund
39%
7.49%
15%
13%
0.2% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
0.17% 
Fund compared to benchmark
 
1.44%
-1.57%
-0.04%
0.38%
0.03%  higher
Find more financial data on VFTAX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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