Vanguard FTSE Social Index Fund
Fund offered by:
Vanguard
Ticker: VFTAXsocially responsible
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
$2.72 BILLION
Prison industrial complex
20
flagged holdings
18%
of assets flagged
Data as of 8/31/21
Flagged investments:
$2.72 BILLION, 18% of assets
Higher risk:
$21.39 MILLION, 0.14% 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
13
holdings
$2.26B
invested
15%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
14
holdings
$2.56B
invested
17%
of portfolio
All flagged holdings
20 holdings
20 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $1B
    6.61%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $664.21M
    4.38%
  • 3.  JPMorgan Chase & Co
    Prison industryBorder industry
    $212.1M
    1.4%
  • 4.  Bank of America Corp
    Prison industryBorder industry
    $138.85M
    0.92%
  • 5.  Salesforce.com Inc
    Border industry
    $108.11M
    0.71%
Higher risk
Private prison operator
See all
Vanguard FTSE Social Index Fund $VFTAX has $2.72 BILLION invested in 20 companies involved in the prison industrial complex, amounting to 18% of fund assets
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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: 9/30/21
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 
1.35% more in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.03% more invested
Less invested in higher risk companies, border industry 
1% less invested
Less invested in higher risk companies 
0.98% less invested
Less invested in all screened prison industry companies 
1.18% less invested
Less invested in all screened border industry companies 
0.6% less invested
Less invested in all screened companies 
2.71% less 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: 9/30/21
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 
1.35% more in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.03% more invested
Less invested in higher risk companies, border industry 
1% less invested
Less invested in higher risk companies 
0.98% less invested
Less invested in all screened prison industry companies 
1.18% less invested
Less invested in all screened border industry companies 
0.6% less invested
Less invested in all screened companies 
2.71% less 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: 9/30/21
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 
1.35% more in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.03% more invested
Less invested in higher risk companies, border industry 
1% less invested
Less invested in higher risk companies 
0.98% less invested
Less invested in all screened prison industry companies 
1.18% less invested
Less invested in all screened border industry companies 
0.6% less invested
Less invested in all screened companies 
2.71% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
VFTAX - Vanguard FTSE Social Index Fund
29%
18%
19%
18%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
0% 
Fund compared to benchmark
 
-0.52%
2.09%
1.82%
1.35%
Same
Find more financial data on VFTAX at Morningstar.com
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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