Morningstar

Vanguard Strategic Equity Fund Investor Shares VSEQX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 43.80  /  +0.91 %
  • Total Assets 12.4B
  • Adj. Expense Ratio
    0.170%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.02%
  • Turnover 62%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:16 PM GMT+0

Morningstar’s Analysis VSEQX

Will VSEQX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSEQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VSEQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VSEQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Todd Trubey
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VSEQX

More VSEQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Corp

0.97 119M
Financial Services

Mktliq 12/31/2049

0.90 110M
Cash and Equivalents

Teradyne Inc

0.78 95M
Technology

EMCOR Group Inc

0.73 89M
Industrials

Edison International

0.71 87M
Utilities

Extreme Networks Inc

0.68 84M
Technology

Dollar General Corp

0.65 79M
Consumer Defensive

Popular Inc

0.64 78M
Financial Services

Globe Life Inc

0.63 77M
Financial Services

EnerSys

0.62 76M
Industrials

Sponsor Center