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Vanguard Wellington™ Fund Investor Shares (VWELX)

US Funds

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43.69 +0.52 +1.20%

28/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 13.71B

Type: Fund

Market: United States

Issuer: Vanguard

Underlying: S&P 500 TR

Asset Class: Equity

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VWELX Overview

Find basic information about the Vanguard Wellington™ Fund Investor 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 VWELX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change1.91%

Prev. Close43.17

Risk Rating

TTM Yield2.05%

ROE32.04%

IssuerVanguard

Turnover61%

ROA15.13%

Inception DateJul 01, 1929

Total Assets13.71B

Expenses0.25%

Min. Investment3,000

Market Cap423.42B

CategoryAllocation - - 50% to 70% Equity

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Vanguard Wellington™ Fund Investor Shares News

US stock futures tick up after tariff-driven rout on Wall Street By Investing.com - 1 hour ago

Investing.com-- U.S. stock index futures were marginally higher on Monday evening after sharp losses on Wall Street, as President Donald Trump confirmed 25% tariffs on Canada and...

Stocks drop as Trump says tariffs start Tuesday; euro gains By Reuters - 2 hours ago

By Caroline Valetkevitch NEW YORK (Reuters) -U.S. stocks ended down sharply Monday, with the S&P 500 posting its biggest daily percentage drop since December 18 after U.S....

Stock market today: S&P 500 slumps on trade war fears after Trump confirms tariffs By Investing.com - 3 hours ago

Investing.com --The S&P 500 slumped Monday, as fears over a global trade war resumed after President Donald Trump confirmed that tariffs on Mexico and Canada will begin on Tuesday,...

Vanguard Wellington™ Fund Investor Shares Analysis

Trade Wars Come With a Price, and Investors May Already Be Paying It By Frank Holmes - 5 hours ago

More than a century ago, then-Representative William McKinley pursued an aggressive tariff strategy that sought to protect American industry and reduce reliance on foreign...

Q4 2024 Update: S&P 500 Outpaces Thematic Investing—For Now By Michael Kramer - 20 hours ago

We had a strong finish to 2024, with the Mott Thematic Growth Portfolio rising 17.85% net of fees and including dividends, while the S&P 500 Total Return Index ended the year...

S&P 500, Nasdaq Struggle as Markets Rethink Trump’s Economic Policies By Ed Yardeni - 20 hours ago

In recent weeks, many news headlines have suggested that the US economy is tanking and that so is the Old World Order. So, investors are jittery, and a risk-off investment style...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1023	1045	1168	1194	1508	2314
Fund Return	2.26%	4.51%	16.77%	6.09%	8.56%	8.75%
Place in category	440	36	89	148	126	44
% in Category	51	8	14	24	22	10

Top Equity Funds by Vanguard

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	740.04B	3.10	11.27	-
Vanguard 500 Index Admiral	577.81B	2.78	11.86	13.72
Vanguard Total Stock Market Admiral	417.64B	3.09	11.24	13.15
Vanguard 500 Index Institutional Se	208.11B	2.78	11.89	-
Vanguard Total Intl Stock Index Inv	206.96B	3.32	2.69	5.33

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.12B	2.88	7.03	8.59
Vanguard Wellington Admiral	100.34B	2.27	6.17	8.84
American Funds American Balanced R6	56.39B	2.94	7.37	8.93
Vanguard Balanced Index Adm	47.01B	2.10	6.18	8.47
Fidelity Balanced K	8.85B	1.89	7.33	10.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.74	388.49	-2.14%
NVIDIA	US67066G1040	4.61	114.06	-8.69%
Apple	US0378331005	4.35	238.03	-1.58%
Alphabet A	US02079K3059	3.63	167.01	-1.92%
Amazon.com	US0231351067	3.60	205.02	-3.42%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Vanguard Wellingt.	43.69	+0.52	+1.20%