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Vanguard Wellington™ Fund Investor Shares (VWELX)

US Funds

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43.46 +0.29 +0.67%

17/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 13.49B

Type: Fund

Market: United States

Issuer: Vanguard

Underlying: S&P 500 TR

Asset Class: Equity

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VWELX Holdings

Comprehensive information about top holdings and Key Holding Information for the Vanguard Wellington Inv (VWELX) fund. Our Vanguard Wellington Inv portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.19	1.19
Stocks	65.69	65.69
Bonds	33.08	33.08
Convertible	0.04	0.04

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.18	18.70
Price to Book	4.58	3.25
Price to Sales	3.10	2.27
Price to Cash Flow	15.45	12.69
Dividend Yield	1.46	1.93
5 Years Earnings Growth	11.80	11.50

Sector Allocation

Name	Net %	Category Average
Technology	31.17	24.01
Financial Services	13.92	15.37
Healthcare	12.63	12.89
Consumer Cyclical	12.04	9.93
Communication Services	9.89	7.43
Industrials	5.64	10.30
Energy	5.11	4.97
Consumer Defensive	3.57	6.15
Utilities	2.96	3.26
Real Estate	1.76	4.41
Basic Materials	1.31	3.34

Region Allocation

North America
Latin America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,501

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.07	429.03	+1.05%
Apple	US0378331005	4.14	229.98	+0.75%
NVIDIA	US67066G1040	3.97	137.71	+3.10%
Alphabet A	US02079K3059	3.21	196.00	+1.60%
Amazon.com	US0231351067	3.15	225.94	+2.39%
UnitedHealth	US91324P1021	2.01	509.76	-0.16%
Meta Platforms	US30303M1027	1.82	612.77	+0.24%
Broadcom	US11135F1012	1.69	237.44	+3.50%
Wells Fargo&Co	US9497461015	1.59	77.08	+1.49%
Exxon Mobil	US30231G1022	1.45	112.32	+0.90%

Top Equity Funds by Vanguard

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	714.4B	23.76	7.88	-
Vanguard 500 Index Admiral	562.19B	24.97	8.89	13.06
Vanguard Total Stock Market Admiral	406.82B	23.74	7.86	12.49
Vanguard Total Intl Stock Index Inv	201.2B	5.09	0.61	5.00
Vanguard 500 Index Institutional Se	200.46B	25.00	8.93	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Vanguard Wellingt.	43.46	+0.29	+0.67%