Vanguard Strategic Equity Fund Investor Shares VSEQX

Morningstar Medalist Rating
  • NAV / 1-Day Return$45.05  /  +1.15%
  • Fund Size$12.5B
  • Adjusted Expense Ratio0.170%
  • Net Expense Ratio0.170%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryMid-Cap Blend
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$3,000
  • Investment StatusOpen
  • TTM Yield0.99%
  • Turnover Ratio62%

Morningstar’s Analysis VSEQX

Will VSEQX outperform in the future?

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Vanguard Adds a Manager to the Strategy's Team; Ratings Unchanged.

null Todd Trubey

Todd Trubey

Analyst Note

Effective Sept. 29, 2026, Vanguard added Scott Rodemer, a senior portfolio manager and head of Vanguard’s US alpha equity team, to the management team of Vanguard Strategic Equity and Vanguard Strategic Small-Cap Equity. Rodemer joined Vanguard in 2004 and QEG in 2007 and has recently led the global trading desk as well as a team of quantitative portfolio managers running domestic equity portfolios. He has not previously been a named manager of a US mutual fund. Cesar Orosco remains as lead manager. He is the head of quantitative equity and has managed these closely related strategies since Feb. 26, 2021, with extremely strong results. This addition does not change the strategies’ People ratings or Morningstar Medalist Ratings. Vanguard announced manager changes on 14 mutual funds where its quantitative group manages the strategy or a portion of it. In each case, the fund had a single quantitative group portfolio manager and going forward will have two. These moves add another expert to each strategy and strengthen its resilience.

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Portfolio Holdings VSEQX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Corp

0.97118M
Financial Services

Jabil Inc

0.7490M
Technology

HF Sinclair Corp

0.7388M
Energy

Archer-Daniels-Midland Co

0.7085M
Consumer Defensive

Edison International

0.6984M
Utilities

Garmin Ltd

0.6984M
Technology

EMCOR Group Inc

0.6781M
Industrials

Affiliated Managers Group Inc

0.6579M
Financial Services

Teradyne Inc

0.6579M
Technology

Hewlett Packard Enterprise Co

0.6376M
Technology

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