NAV / 1-Day Return

45.85  /  0.15 %

Longest Manager Tenure

5.60 years

Investment Style

Mid Blend

Min. Initial Investment

3,000

Premium

Will VSEQX outperform in 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.

Binbin Guo to Retire; No Ratings Changes for Vanguard Market Neutral or Vanguard Strategic Equity

On July 2, 2021, Vanguard announced that Binbin Guo, a listed portfolio manager for Vanguard Strategic Equity (with a Morningstar Analyst Rating of Bronze) and Neutral-rated Vanguard Market Neutral, will retire in September 2021. He had been a manager for both of these funds for about five years and joined Vanguard in 2007. Guos planned departure follows fellow manager James Stetlers retirement in June 2021. Ahead of this leadership transition, Vanguard hired Cesar Orosco in March 2020 from quant firm AJO, where he worked for 10 years, and most recently served as principal and head of research. Orosco was appointed manager for Vanguard Strategic Equity and Vanguard Market Neutral in February 2021, and will be the sole lead following Guos retirement.

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