Vanguard Total Stock Market Index Fund

Shareclass
Vanguard Total Stock Mkt Idx Adm (VTSAX)
Type
Open-end mutual fund
Manager
Prison industrial complex grade: One or more holdings were flagged as private prison operators by our prison industrial complex screen. Assigned a grade of F.
F
$346.62 BILLION
Prison industrial complex
69
flagged holdings
20%
of assets flagged
Data as of 31 Oct 2024
Flagged investments:
$346.62 BILLION, 20% of assets
Higher risk:
$26.58 BILLION, 1.54% of assets
 Private prison operators:
$109.18 MILLION, <0.01% 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
39
holdings
$228.78B
invested
13%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
48
holdings
$277.86B
invested
16%
of portfolio
This fund is invested in the following private prison operator companies:
CoreCivicGeoGroup
All flagged holdings
69 holdings
69 holdings
  • 1.  
    Microsoft Corp
    Prison industryBorder industry
    $95.35B
    5.51%
  • 2.  
    Amazon.com Inc
    Prison industryBorder industry
    $55.59B
    3.21%
  • 3.  
    Alphabet Inc Class A
    Border industry
    $31.64B
    1.83%
  • 4.  
    Alphabet Inc Class C
    Border industry
    $25.89B
    1.49%
  • 5.  
    Berkshire Hathaway Inc Class B
    Prison industry
    $25.17B
    1.45%
Higher risk
Private prison operator
See all
Vanguard Total Stock Market Index Fund $VTSAX is 20% ($346.62 BILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on VTSAX at Morningstar.com
Current fund
VTSAX
Vanguard Total Stock Market 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: 11/30/24
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:
Lower 10-yr returns 
-0.47% less in annualized returns
More invested in private prison operators 
<0.01% more invested
Less invested in higher risk companies, prison industry 
0.05% less invested
Less invested in higher risk companies, border industry 
0.1% less invested
Less invested in higher risk companies 
0.1% less invested
Less invested in all screened prison industry companies 
1.82% less invested
Less invested in all screened border industry companies 
1.78% less invested
Less invested in all screened companies 
2.33% less invested
Current fund
VTSAX
Vanguard Total Stock Market 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: 11/30/24
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:
Lower 10-yr returns 
-0.47% less in annualized returns
More invested in private prison operators 
<0.01% more invested
Less invested in higher risk companies, prison industry 
0.05% less invested
Less invested in higher risk companies, border industry 
0.1% less invested
Less invested in higher risk companies 
0.1% less invested
Less invested in all screened prison industry companies 
1.82% less invested
Less invested in all screened border industry companies 
1.78% less invested
Less invested in all screened companies 
2.33% less invested
Current fund
VTSAX
Vanguard Total Stock Market 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: 11/30/24
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:
Lower 10-yr returns 
-0.47% less in annualized returns
More invested in private prison operators 
<0.01% more invested
Less invested in higher risk companies, prison industry 
0.05% less invested
Less invested in higher risk companies, border industry 
0.1% less invested
Less invested in higher risk companies 
0.1% less invested
Less invested in all screened prison industry companies 
1.82% less invested
Less invested in all screened border industry companies 
1.78% less invested
Less invested in all screened companies 
2.33% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
VTSAX - Vanguard Total Stock Market Index Fund
34%
10%
15%
13%
<0.01% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
0% 
Fund compared to benchmark
 
0.54%
-1.07%
-0.59%
-0.47%
<0.01%  higher
Find more financial data on VTSAX at Morningstar.com
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