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Vanguard Wellington™ Fund Admiral™ Shares (VWENX)

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81.01 +0.63    +0.78%
20/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 102.03B
Type:  Fund
Market:  United States
Issuer:  Vanguard
Underlying:  S&P 500 TR
Asset Class:  Equity
Vanguard Wellington Admiral 81.01 +0.63 +0.78%

VWENX Overview

 
Find basic information about the Vanguard Wellington™ Fund Admiral™ Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VWENX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.15%
Prev. Close80.38
Risk Rating
TTM Yield2.08%
ROE31.42%
IssuerVanguard
Turnover31%
ROA15%
Inception DateMay 14, 2001
Total Assets102.03B
Expenses0.17%
Min. Investment50,000
Market Cap393.61B
CategoryAllocation - - 50% to 70% Equity
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Vanguard Wellington™ Fund Admiral™ Shares News


UBS sees S&P 500 hitting 6,600 despite fewer Fed cuts
UBS sees S&P 500 hitting 6,600 despite fewer Fed cuts By Investing.com - 18 hours ago

Investing.com --US equities experienced a stabilization on Thursday, while US bond yields continued to climb as market participants adjusted their expectations for a more gradual...

Vanguard Wellington™ Fund Admiral™ Shares Analysis


Lance Roberts
The Same Bullish Views Could Turn Bearish by 2025 By Lance Roberts - 1 hour ago

I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary...

Soul Dr.
Where Will the S&P 500 Find a Bottom? By Soul Dr. - Dec 20, 2024

Yesterday, the FED’s forecast for only two rate cuts in 2025 catalyzed the markets to usher in the correction we were already anticipating five weeks ago. Namely, using the...

Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1170 1042 1215 1192 1545 2286
Fund Return 17.05% 4.17% 21.55% 6.03% 9.08% 8.62%
Place in category 137 153 170 141 120 42
% in Category 22 28 25 24 22 10

Top Equity Funds by Vanguard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard Total Intl Stock Index Inv 206B 7.87 2.85 4.88
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 109.72B 16.59 6.58 8.25
  American Funds American Balanced R6 55.47B 16.91 6.91 8.59
  Vanguard Balanced Index Adm 47.65B 17.54 5.48 8.44
  Fidelity Advisor Balanced T 42.26B 18.15 6.15 9.18
  Fidelity Balanced K 42.26B 18.84 6.85 9.90

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 5.07 436.60 -0.10%
  Apple US0378331005 4.14 254.49 +1.88%
  NVIDIA US67066G1040 3.97 134.70 +3.08%
  Alphabet A US02079K3059 3.21 191.41 +1.54%
  Amazon.com US0231351067 3.15 224.92 +0.73%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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