Vanguard 500 Index Fund

Shareclass
Vanguard 500 Index Admiral (VFIAX)
Type
Open-end mutual fund
Manager
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$288.42 BILLION
Prison industrial complex
38
flagged holdings
23%
of assets flagged
Data as of 30 Sep 2024
Flagged investments:
$288.42 BILLION, 23% of assets
Higher risk:
$19.85 BILLION, 1.55% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
20
holdings
$193.69B
invested
15%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
26
holdings
$230.26B
invested
18%
of portfolio
All flagged holdings
38 holdings
38 holdings
  • 1.  
    Microsoft Corp
    Prison industryBorder industry
    $83.78B
    6.55%
  • 2.  
    Amazon.com Inc
    Prison industryBorder industry
    $45.59B
    3.56%
  • 3.  
    Alphabet Inc Class A
    Border industry
    $25.45B
    1.99%
  • 4.  
    Berkshire Hathaway Inc Class B
    Prison industry
    $22.08B
    1.73%
  • 5.  
    Alphabet Inc Class C
    Border industry
    $21.04B
    1.64%
Higher risk
Private prison operator
See all
Vanguard 500 Index Fund $VFIAX is 23% ($288.42 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on VFIAX at Morningstar.com
Current fund
VFIAX
Vanguard 500 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 
<0.01% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.01% less invested
Less invested in higher risk companies, border industry 
0.02% less invested
Less invested in higher risk companies 
0.02% less invested
More invested in all screened prison industry companies 
0.33% more invested
More invested in all screened border industry companies 
0.12% more invested
More invested in all screened companies 
0.21% more invested
Current fund
VFIAX
Vanguard 500 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 
<0.01% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.01% less invested
Less invested in higher risk companies, border industry 
0.02% less invested
Less invested in higher risk companies 
0.02% less invested
More invested in all screened prison industry companies 
0.33% more invested
More invested in all screened border industry companies 
0.12% more invested
More invested in all screened companies 
0.21% more invested
Current fund
VFIAX
Vanguard 500 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 
<0.01% more in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.01% less invested
Less invested in higher risk companies, border industry 
0.02% less invested
Less invested in higher risk companies 
0.02% less invested
More invested in all screened prison industry companies 
0.33% more invested
More invested in all screened border industry companies 
0.12% more invested
More invested in all screened companies 
0.21% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
VFIAX - Vanguard 500 Index Fund
38%
9.04%
15%
13%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
0% 
Fund compared to benchmark
 
-0.01%
-0.02%
-0.01%
<0.01%
Same
Find more financial data on VFIAX at Morningstar.com
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