EQUITY INCOME PORTFOLIO

VANGUARD VARIABLE INSURANCE FUNDS

Actively managed U.S. equity fund
$2.50B NAV
204 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

EQUITY INCOME PORTFOLIO is an actively managed U.S. equity fund. 15% of EQUITY INCOME PORTFOLIO’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 93% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

Vanguard Variable Insurance Funds Equity Income Portfolio (the Fund ) seeks to provide an above-average level of current income and reasonable long-term capital appreciation.

Strategy · summarised

The fund invests in common stocks of mid-size and large companies selected for above-average dividend yields and perceived undervaluation relative to peers, with a preference for companies with consistent dividend-payment histories. Multiple independent advisors each build and manage their own equity portfolios for the fund. Because each advisor independently selects securities, the fund's overall holdings and performance may diverge from what any single advisor would achieve alone.

Expenses
0.29%one share class
Share classExpense ratio
C0000121550.29%

Portfolio turnover 58.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

98.40%
of net assets
Stocks96.51%
Cash & short-term1.92%
Derivatives-0.03%

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Financials20.5%
Information Technology16.5%
Health Care14.1%
Industrials10.4%
10 smaller38.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
15%of stock holdings in top-quartile growers
covering 93% of the fund’s equity
Earnings growth
18%of stock holdings in top-quartile growers
covering 89% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 31 new24 exited

Largest new: WMB, NVDA, DHR, HONA, PNC, PNFP, SEIC, WSM

Largest exited: Nutrien Ltd, JCI, DRI, NKE, DVN, STT, DTE, EBAY

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+26.00%
3-year
+56.10%
5-year
+71.35%
Volatility
9.63%
Worst 3-yr fall
-8.68%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Broadcom IncAVGO7.87%$196.82M
Merck & Co IncMRK2.49%$62.23M
Johnson & JohnsonJNJ2.29%$57.29M
Bank of America CorpBAC2.15%$53.92M
Diamondback Energy IncFANG1.85%$46.31M
Cisco Systems IncCSCO1.67%$41.84M
Huntington Bancshares IncHBAN1.34%$33.43M
The Walt Disney CoDIS1.30%$32.44M
Vanguard Cmt Funds-Vanguard Market Liquidity Fund1.28%$31.93M
Unilever PLC1.27%$31.71M
Showing 10 of 204Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 23.50% of net assets, top 25 39.91%, across 199 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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