Vanguard Energy Index Fund (VENAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
78.46
+1.35 (1.75%)
Jul 8, 2026, 4:00 PM EST
Fund Assets11.78B
Expense Ratio0.09%
Min. Investment$100,000
Turnover11.00%
Dividend (ttm)2.01
Dividend Yield2.68%
Dividend Growth3.30%
Payout FrequencyQuarterly
Ex-Dividend DateJun 24, 2026
Previous Close77.11
YTD Return24.11%
1-Year Return31.29%
5-Year Return148.68%
52-Week Low59.09
52-Week High88.41
Beta (5Y)2.01
Holdings118
Inception DateOct 7, 2004

About VENAX

This cost-effective index fund grants investors access to the U.S. equity market's energy industry, focusing on companies involved in the discovery and production of energy resources such as crude oil and natural gas. Its primary risk stems from this concentrated scope, as it exclusively holds stocks within the energy sector. Investors should anticipate substantial price volatility, making it most suitable as a minor allocation within an already well-diversified investment portfolio.

Fund Family Vanguard
Category Equity Energy
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol VENAX
Share Class Admiral Shares
Index MSCI US Investable Market Energy 25/50 TR

Performance

VENAX had a total return of 31.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.89%.

Equivalent ETF

VENAX has an equivalent ETF with the ticker symbol VDE, the Vanguard Energy ETF. This is an ETF from the same fund company that follows the same index. It has an expense ratio of 0.09% compared to 0.09% for VENAX.

SymbolNameExpense Ratio
VDEVanguard Energy ETF0.09%

Top 10 Holdings

63.74% of assets
NameSymbolWeight
ExxonMobil Holdings CorporationXOM21.86%
Chevron CorporationCVX14.14%
ConocoPhillipsCOP5.75%
The Williams Companies, Inc.WMB3.62%
SLB N.V.SLB3.47%
Marathon Petroleum CorporationMPC3.13%
Valero Energy CorporationVLO3.13%
EOG Resources, Inc.EOG3.04%
Phillips 66PSX2.96%
Baker Hughes CompanyBKR2.63%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jun 24, 2026$0.5156Jun 25, 2026
Mar 24, 2026$0.4839Mar 25, 2026
Dec 17, 2025$0.5136Dec 18, 2025
Sep 24, 2025$0.4997Sep 25, 2025
Jun 26, 2025$0.466Jun 27, 2025
Mar 25, 2025$0.474Mar 26, 2025
Full Dividend History