Exchange-traded fund
Vanguard ESG U.S. Stock ETF
Ticker ESGVsocially responsible
Fund manager
Vanguard
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio. Assigned a grade of C.
C
$1.14 BILLION
Prison industrial complex
35
flagged holdings
21%
of assets flagged
Data as of 6/30/22
Flagged investments:
$1.14 BILLION, 21% of assets
Higher risk:
$20.15 MILLION, 0.37% 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
23
holdings
$755.79M
invested
14%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
31
holdings
$1.07B
invested
19%
of portfolio
All flagged holdings
35 holdings
35 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $348.37M
    6.33%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $171.15M
    3.11%
  • 3.  Alphabet Inc Class C
    Border industry
    $120.37M
    2.19%
  • 4.  Alphabet Inc Class A
    Border industry
    $107.57M
    1.95%
  • 5.  JPMorgan Chase & Co
    Prison industryBorder industry
    $59.53M
    1.08%
Higher risk
Private prison operator
See all
Vanguard ESG U.S. Stock ETF $ESGV has $1.14 BILLION invested in 35 companies involved in the prison industrial complex, amounting to 21% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on ESGV at Morningstar.com
Current fund
ESGV
Vanguard ESG U.S. Stock ETF
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: 7/31/22
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:
Lower 3-yr returns 
-0.28% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.14% more invested
Less invested in higher risk companies, border industry 
1.1% less invested
Less invested in higher risk companies 
1.1% less invested
Less invested in all screened prison industry companies 
2.48% less invested
Less invested in all screened border industry companies 
1.32% less invested
Less invested in all screened companies 
3.55% less invested
Current fund
ESGV
Vanguard ESG U.S. Stock ETF
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: 7/31/22
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:
Lower 3-yr returns 
-0.28% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.14% more invested
Less invested in higher risk companies, border industry 
1.1% less invested
Less invested in higher risk companies 
1.1% less invested
Less invested in all screened prison industry companies 
2.48% less invested
Less invested in all screened border industry companies 
1.32% less invested
Less invested in all screened companies 
3.55% less invested
Current fund
ESGV
Vanguard ESG U.S. Stock ETF
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: 7/31/22
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:
Lower 3-yr returns 
-0.28% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.14% more invested
Less invested in higher risk companies, border industry 
1.1% less invested
Less invested in higher risk companies 
1.1% less invested
Less invested in all screened prison industry companies 
2.48% less invested
Less invested in all screened border industry companies 
1.32% less invested
Less invested in all screened companies 
3.55% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
ESGV - Vanguard ESG U.S. Stock ETF
-10.06%
13%
/
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
-4.67%
13%
13%
14%
0% 
Fund compared to benchmark
 
-5.39%
-0.28%
/
/
Same
Find more financial data on ESGV at Morningstar.com
What's next?
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Ask your employer about adding prison industrial complex-free options to your retirement plan
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