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Vanguard Wellington™ Fund Investor Shares (VWELX)

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40.57 +0.45 +1.12%

11/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 13.58B

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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Rating

1-Year Change - 4.63%

Prev. Close40.12

Risk Rating

TTM Yield2.17%

ROE32.04%

IssuerVanguard

Turnover61%

ROA15.13%

Inception DateJul 01, 1929

Total Assets13.58B

Expenses0.25%

Min. Investment3,000

Market Cap423.42B

CategoryAllocation - - 50% to 70% Equity

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Vanguard Wellington™ Fund Investor Shares News

Ray Dalio: Trump’s tariffs have brought U.S. economy close to recession By Investing.com - 9 hours ago

Investing.com -- Ray Dalio, founder of Bridgewater Associates and one of the world’s most prominent investors, warned today that the United States is teetering on the edge of...

Trump hints at tariff exemptions as China warns of 'humanitarian crisis' By Investing.com - Apr 12, 2025

Investing.com -- U.S. President Donald Trump suggested late Friday that he could offer exemptions to his sweeping 10% tariff on most U.S. trading partners but reaffirmed that the...

Stock market today: S&P 500 in weekly win after wild week amid Trump tariff u-turn By Investing.com - Apr 12, 2025

Investing.com-- The S&P 500 climbed Friday, ending a volatile week higher, shrugging off increasing U.S.-China trade tensions and fresh signs of worry about the U.S. consumer as...

Vanguard Wellington™ Fund Investor Shares Analysis

S&P 500: The Pause Heard Around the World By Michael Lebowitz - Apr 11, 2025

US stocks ended Thursday's session in negative territory. However, the S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a 90-day tariff pause for...

Bitcoin Bulls Eyeing a Comeback Under the Shadows of Escalating US-China Trade War By Günay Caymaz - Apr 11, 2025

US-China trade news has impacted Bitcoin market volatility. Holding $75,000 support is crucial for stability. A break above $82,300 could signal bullish...

Markets Seek V-Shaped Recovery, but Weak Technicals Keep Bulls in Check By Declan Fallon - Apr 11, 2025

After Wednesday's big recovery, it was going to be hard for markets to follow through Thursday, but I would be looking for a recovery bounce to challenge March swing lows before a...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	983	983	1070	1181	1688	2175
Fund Return	-1.67%	-1.67%	6.97%	5.69%	11.04%	8.08%
Place in category	573	573	135	110	141	44
% in Category	75	75	17	18	26	11

Top Equity Funds by Vanguard

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	730.53B	-4.82	8.12	-
Vanguard 500 Index Admiral	568.34B	-4.28	9.02	12.46
Vanguard Total Stock Market Admiral	407.95B	-4.83	8.10	11.74
Vanguard Total Intl Stock Index Inv	209.79B	5.46	4.59	5.14
Vanguard 500 Index Institutional Se	207.17B	-4.28	9.05	-

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	105.1B	-0.23	6.19	8.03
Vanguard Wellington Admiral	99.51B	-1.64	5.79	8.17
American Funds American Balanced R6	52.8B	-0.15	6.52	8.36
Vanguard Balanced Index Adm	46.71B	-1.84	5.20	7.78
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.74	388.45	+1.86%
NVIDIA	US67066G1040	4.61	110.93	+3.12%
Apple	US0378331005	4.35	198.15	+4.06%
Alphabet A	US02079K3059	3.63	157.14	+2.83%
Amazon.com	US0231351067	3.60	184.87	+2.01%

Technical Summary

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

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