Vanguard Energy Fund Investor Shares (VGENX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
49.86
+0.48 (0.97%)
At close: Jan 8, 2026
13.78%
Fund Assets6.32B
Expense Ratio0.44%
Min. Investment$3,000
Turnover36.00%
Dividend (ttm)2.34
Dividend Yield4.69%
Dividend Growth-63.66%
Payout FrequencySemi-Annual
Ex-Dividend DateDec 23, 2025
Previous Close49.38
YTD Return0.44%
1-Year Return19.21%
5-Year Return117.68%
52-Week Low39.98
52-Week High50.63
Beta (5Y)0.46
Holdings42
Inception DateMay 23, 1984

About VGENX

Under normal circumstances, the fund invests at least 80% of its assets in the common stocks of companies principally engaged in activities in the energy industry, such as the exploration, production, and transmission of energy or energy fuels; the making and servicing of component products for such activities; energy research; and energy conservation or pollution control. It is non-diversified.

Fund Family Vanguard
Category Equity Energy
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol VGENX
Share Class Investor Shares
Index Index is not available on Lipper Database

Performance

VGENX had a total return of 19.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.02%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
VGELXAdmiral Shares0.36%

Top 10 Holdings

46.22% of assets
NameSymbolWeight
Exxon Mobil CorporationXOM8.01%
Shell plcSHEL5.36%
Marathon Petroleum CorporationMPC4.73%
Engie SAENGI4.51%
SempraSRE4.47%
Shell plcSHEL3.94%
Chevron CorporationCVX3.87%
The Williams Companies, Inc.WMB3.84%
American Electric Power Company, Inc.AEP3.83%
Duke Energy CorporationDUK3.67%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 23, 2025$2.30555Dec 24, 2025
Mar 28, 2025$0.0302Mar 31, 2025
Dec 30, 2024$6.42671Dec 31, 2024
Mar 27, 2024$1.78505Mar 28, 2024
Dec 27, 2023$3.08983Dec 28, 2023
Mar 28, 2023$0.0879Mar 29, 2023
Full Dividend History