VANGUARD ENERGY FUND

VANGUARD SPECIALIZED FUNDS · 2 share classes

Actively managed global equity fund
One fund, 2 share classes:VGENXVGELX
$7.62B NAV
42 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

VANGUARD ENERGY FUND is an actively managed global equity fund.

Asset class
Equity
Region
Global
Management
Actively managed
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q2

Vanguard Energy Opportunities Fund (the Fund) seeks to provide long-term capital appreciation.

Strategy · summarised

The fund employs active management to select common stocks of companies principally engaged in energy industry activities, including exploration, production, transmission, refining, and related services across traditional sources such as oil, gas, coal, and electricity, as well as newer sources including nuclear, geothermal, and solar power; it may also invest in foreign stocks. The fund is nondiversified and concentrates more than 25% of its assets in energy industry issuers, which means it may invest a greater percentage in particular issuers than diversified funds. Because the fund's returns depend on the manager's security selections, performance will diverge from any benchmark.

Expenses
0.37% 0.45%across 2 share classes
Share classExpense ratio
VGENX0.45%
VGELX0.37%

Portfolio turnover 19.00% · as of 2026 Q2

Allocation

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

99.73%
of net assets
Stocks99.14%
Cash & short-term0.59%

Sector allocation

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

100%
of net assets
Energy33.8%
International32.8%
Utilities23.7%
Other9.7%
Cash0.0%

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).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 1 new1 exited

New: LNG

Exited: Iberdrola SA

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+44.04%+77.50%+154.83%11.31%-7.82%
+44.16%+77.94%+155.81%11.33%-7.81%

These classes hold the same portfolio, so the 0.99pp spread over 5 years is the cost difference between them — roughly 0.20pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Holdings

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

Issuer%NAVValue
Exxon Mobil CorpXOM8.60%$655.84M
TotalEnergies SE7.16%$545.51M
Engie SA4.94%$376.85M
Shell PLC4.88%$372.35M
Marathon Petroleum CorpMPC4.80%$365.80M
Chevron CorpCVX3.98%$303.19M
Targa Resources CorpTRGP3.87%$295.09M
The Williams Cos IncWMB3.83%$291.62M
Shell PLC3.79%$289.22M
SempraSRE3.69%$280.94M
Showing 10 of 42Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 49.54% of net assets, top 25 87.21%, across 39 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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