Vanguard

United States

$7.6T in AUM

Qualitative Analysis

FinanceMap scores this financial institution in the following areas. Please navigate to the relevant tab for in-depth analysis

FinanceMap Scores

Stewardship Score

Policy Engagement Score

Top Line Target

Portfolio Analysis

FinanceMap assesses these portfolios for this financial institution. Please navigate to the relevant tab for in-depth analysis.

Activity Stream
Value Assessed
Portfolio Paris Alignment Score
Exposure to Fossil Fuels
Equity Asset Management
$4.63T
-21%
5.2%

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $4.63T

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Nextera Energy Inc7.2%
Duke Energy Corp6.2%
Vistra Corp5.7%
AES Corp4.4%
Exelon Corp4.3%
Southern Co4.3%
NRG Energy Inc3.9%
Entergy Corp3.9%
American Electric Power Company Inc3.2%
Dominion Energy Inc3.2%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
General Motors Co17.2%
Ford Motor Co16.5%
Toyota Motor Corp10.9%
Stellantis NV6.5%
Honda Motor Co Ltd5.7%
Volkswagen AG5.5%
Suzuki Motor Corp3.7%
Hyundai Motor Co3.5%
Great Wall Motor Co Ltd3.5%
Tesla Inc3.3%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
China Shenhua Energy Co Ltd22.1%
Peabody Energy Corp19.5%
Arch Resources Inc15.3%
Coal India Ltd10.6%
Glencore PLC8.3%
Yankuang Energy Group Co Ltd5.3%
Exxaro Resources Ltd2.9%
CONSOL Energy Inc2.6%
NACCO Industries Inc2.5%
Alpha Metallurgical Resources Inc2.2%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Exxon Mobil Corp13.0%
Chevron Corp8.3%
Petroleo Brasileiro SA Petrobras6.7%
Conocophillips5.9%
Novatek PAO5.3%
EQT Corp4.6%
BP PLC4.3%
Shell PLC3.8%
Devon Energy Corp3.1%
Occidental Petroleum Corp2.7%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$1.21T
7.4%
-21%
United States
$775B
8.2%
-22%
United States
$232B
8.2%
-22%
United States
$156B
9.6%
-16%
United States
$151B
11.5%
-21%
United States
$145B
4.3%
13%
United States
$144B
7.6%
-21%
United States
$122B
4.3%
-17%
United States
$86.0B
2.8%
N/A
United States
$65.1B
0%
N/A
United States
$61.6B
14.6%
-21%
United States
$54.0B
13.5%
-21%
United States
$49.9B
5.6%
-17%
United States
$49.7B
9.9%
-21%
United States
$37.1B
7.9%
-22%
United States
$34.7B
8.2%
-21%
Ireland
$33.8B
8.2%
-22%
United States
$29.0B
2.5%
N/A
United States
$28.6B
10.3%
-22%
United States
$26.6B
7.4%
-21%
United States
$22.5B
11.3%
-8%
United States
$20.1B
4.5%
-11%
United States
$19.8B
4.7%
-14%
United States
$19.3B
0%
N/A
United States
$15.6B
7.5%
-20%
United Kingdom
$15.1B
7.4%
-20%
United States
$13.5B
2.1%
N/A
United States
$13.4B
4.0%
14%
United States
$10.4B
4.5%
21%
United States
$10.0B
71.3%
-8%
United States
$9.72B
0%
N/A
United States
$8.66B
7.4%
-24%
United States
$8.56B
2.9%
N/A
United States
$8.28B
11.3%
-20%
United States
$8.21B
0%
N/A
United States
$7.93B
8.2%
-22%
United States
$7.77B
0%
N/A
United States
$7.37B
8.1%
-17%
United States
$6.83B
82.2%
-25%
United States
$6.69B
10.7%
-6%
United States
$6.63B
4.1%
-17%
United Kingdom
$6.19B
N/A
N/A
United States
$6.0B
11.5%
-20%
Ireland
$5.98B
19.4%
-6%
United States
$5.92B
1.9%
N/A
United States
$5.62B
7.7%
-20%
Canada
$5.19B
N/A
N/A
United States
$4.63B
15.1%
-41%
United States
$4.37B
2.9%
N/A
United States
$4.09B
<1%
N/A
United States
$4.06B
<1%
N/A
United States
$3.74B
7.9%
-21%
Ireland
$3.38B
10.1%
-22%
United States
$3.35B
5.6%
-30%
United States
$3.26B
3.1%
-12%
United States
$3.17B
7.4%
-20%
United States
$2.98B
3.9%
-15%
United Kingdom
$2.62B
8.1%
-21%
Ireland
$2.41B
2.3%
N/A
United States
$2.3B
7.7%
-21%
United States
$2.2B
N/A
N/A
United States
$2.05B
6.3%
-28%
Ireland
$1.95B
9.9%
-22%
United States
$1.94B
13.0%
-20%
United Kingdom
$1.71B
21.6%
-17%
United States
$1.41B
6.5%
-17%
Ireland
$1.18B
3.4%
-2%
United States
$1.13B
0%
N/A
United Kingdom
$1.13B
19.2%
-6%
United States
$1.07B
4.1%
-20%
United States
$1.07B
3.2%
-8%
United States
$979M
4.1%
-13%
United States
$654M
10.8%
-9%
Australia
$642M
10.1%
-9%
United Kingdom
$447M
4.5%
-14%
United Kingdom
$372M
6.4%
-25%
United Kingdom
$312M
13.7%
-22%
United States
$291M
9.1%
-7%
United States
$216M
7.7%
-7%
United States
$195M
9.5%
-6%
Australia
$165M
9.6%
-8%
United States
$86.6M
5.2%
-24%
Canada
$76.4M
10.9%
-22%
United Kingdom
$74.5M
5.1%
2%
United States
$68.9M
12.5%
-7%
Canada
$62.2M
15.3%
-22%
United Kingdom
$47.2M
8.2%
-40%
Canada
$19.0M
4.1%
-14%

Stewardship

D+
Performance Band

4%
Voting Percentage

Detailed Evidence Used to Assess Vanguard

The following table outlines the key queries and data sources, which FinanceMap uses to assess asset managers' corporate engagement programs. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Policy Engagement

D+
Performance Band

50%
Organisation Score

55%
Relationship Score

Detailed Evidence Used to Assess Vanguard

The following table outlines the key queries and data sources, which FinanceMap uses to assess financial institutions’ sustainable finance policy engagement. Every evidence piece is assessed on a five-point scale of -2,-1,0,1,2 or NA (not applicable)/NS (not scored). All queries, data sources, and evidence pieces are weighted against one another in a matrix system to arrive at a final top-level score. Clicking on specific cells will load the underlying evidence and information on how it has been assessed.

Detailed Evidence Used to Assess Vanguard - Relationships

In this section, we depict graphically the relationships the corporation has with trade associations, federations, advocacy groups and other third parties who may be acting on their behalf to influence climate change policy. Each of the columns above represents one relationship the corporation appears to have with such a third party.

In these columns, the top, dark section represents the strength of the relationship the corporation has with the influencer. For example if a corporation's senior executive also held a key role in the trade association, we would deem this to be a strong relationship and it would be on the far left of the chart above, with the weaker ones to the right. Click on these grey shaded upper sections for details of these relationships. The middle section contains a link to the organization score details of the influencer concerned, so you can see the details of its climate change policy influence. Click on the middle sections for for details of the trade associations. The lower section contains the organization score of that influencer, the lower the more negatively it is influencing climate policy.

Strength of Relationship
STRONG
 
 
 
 
 
 
 
WEAK
 
55%
 
55%
 
43%
 
43%
 
60%
 
60%
 
51%
 
51%
 
58%
 
58%
 
71%
 
71%
 
56%
 
56%