VANGUARD EQUITY INCOME FUND

VANGUARD FENWAY FUNDS · Series S000002579 · 2 share classes

Equity fund · 98% stocks
One fund, 2 share classes:VEIPXVEIRX
$65.45B NAV
231 positions · as of 2026-06-30 · filed 2026-08-28
data updated 2026-09-08

Fund profile

As filed in the prospectus · 2026 Q1

Vanguard Equity Income Fund (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, with a focus on firms committed to consistent dividend payments. Multiple independent investment advisors each build and maintain their own stock portfolios for the fund. Because each advisor independently selects securities, the fund's holdings and performance may diverge from what any single strategy would produce.

Expenses
0.17% 0.26%across 2 share classes
Share classExpense ratio
VEIPX0.26%
VEIRX0.17%

Portfolio turnover 51.00% · as of 2026 Q1

Allocation

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

99.73%
of net assets
Stocks98.17%
Cash & short-term1.60%
Derivatives-0.04%

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.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 30 new16 exited

Largest new: WMB, NVDA, DHR, HONA, PNC, OXY, INTU, CF

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

Return profile

Chart:

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

Share class1-year3-year5-yearVolWorst fall
+26.59%+56.93%+72.52%9.77%-8.46%
+26.70%+57.39%+73.35%9.78%-8.46%

These classes hold the same portfolio, so the 0.83pp spread over 5 years is the cost difference between them — roughly 0.17pp a year — not a difference in what they own.

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 IncAVGO8.03%$5.26B
Merck & Co IncMRK2.43%$1.59B
Johnson & JohnsonJNJ2.28%$1.49B
Bank of America CorpBAC2.18%$1.43B
Diamondback Energy IncFANG1.89%$1.24B
Cisco Systems IncCSCO1.46%$954.65M
Huntington Bancshares IncHBAN1.34%$877.85M
The Walt Disney CoDIS1.31%$858.78M
M&T Bank CorpMTB1.30%$852.78M
Unilever PLC1.27%$832.77M
Showing 10 of 231Sign 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 40.03%, across 226 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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