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Vanguard Wellesley® Income Fund Investor Shares (VWINX)

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24.87 +0.04    +0.16%
26/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.94B
Vanguard Wellesley Income Inv 24.87 +0.04 +0.16%

VWINX Overview

 
On this page you'll find an in-depth profile of Vanguard Wellesley® Income Fund Investor Shares. Learn about the key management, total assets, investment strategy and contact information of VWINX among other information.
Category

Allocation--30% to 50% Equity

Total Assets

8.94B

Expenses

0.23%

Inception Date

Jul 01, 1970

Contact Information

Address 100 Vanguard Boulevard
Malvern,PA 19355
United States
Phone +1 8776627447

Top Executives

Name Title Since Until
Matthew C Hand Equity Portfolio Manager 2021 Now
Biography As a portfolio manager on the Value Team, Matt manages equity assets on behalf of clients, drawing on research from Wellington’s investment platform. He also conducts fundamental analysis for the team, focusing on the consumer, and real estate industries. He is based out of Wellington’s Radnor, Pennsylvania, office. Matt joined Wellington Management in 2004 after he earned his BA in economics from the University of Pennsylvania (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia and the CFA Institute.
Loren L. Moran Managing Director 2017 Now
Biography Loren L. Moran, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager for the fixed income portion of the Fund since 2017 and securities analysis for the fixed income portion of the Fund since 2014. She has worked in investment management since 2001, has been with Wellington Management since 2014. Education: B.S., Georgetown University.
W. Michael Reckmeyer Senior Managing Director 2007 2022
Biography W. Michael Reckmeyer, III, CFA, is Senior Managing Director , Partner, and Equity Portfolio Manager. Reckmeyer joined Wellington Management as an investment professional in 1994. As a member of the Value Team, Mike manages portfolios that have an emphasis on dividend income. Mike's mandate is to focus his research effort on large-capitalization, value-oriented stocks. While his research may include any industry, his primary area of coverage is insurance. Mike began his investment career in 1984 when he worked as an analyst following electrical equipment, aerospace, and pollution control companies (1984 —1986). This experience was followed by eight years at Kemper Financial Services where his research focus included paper and forest products, environmental services, and cable and cellular companies (1986 —1994). He received both his MBA (1984) and his BS in mechanical engineering (1981) from the University of Wisconsin. Mike holds the Chartered Financial Analyst designation and is a member of the Philadelphia Financial Analyst Society.
Michael E. Stack Senior Managing Director 2017 2021
Biography Michael E. Stack is Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Mr. Stack joined Wellington Management as an investment professional in 2000. Michael E. Stack, announced his plan to retire and withdraw from the partnership of Wellington Management’s parent company, and effective June 30, 2021, he will no longer serve as a portfolio manager for the Fund.
John C. Keogh Senior Vice President 2008 2019
Biography John C. Keogh is Senior Vice President, Partner, and Fixed Income Portfolio Manager. As a fixed income portfolio manager, John is responsible for the management of investment grade fixed income portfolios, primarily for mutual fund and insurance clients. He is chair of the Fixed Income Review Group, which reviews the firm's fixed income portfolios to ensure that they meet client objectives and expectations. In addition, John serves on the CBO (Collateralized Bond Obligation) Investment Review Group. Prior to joining Wellington Management in 1983, John worked at Connecticut National Bank in the Portfolio Management, Economics, Funding, and Capital Markets Groups (1979 —1983). John received his BA in economics from Tufts University (1979).
John R. Ryan Senior Vice President, equity Portfolio Manager 1986 2008
Biography Ryan is senior vice president and equity portfolio manager of Wellington Management. Ryan joined Wellington Management as an investment professional in 1981. Ryan holds the Chartered Financial Analyst designation.
Earl E. McEvoy Senior Vice President 1982 2008
Biography McEvoy is senior vice president and portfolio manager with Wellington Management Company, his employer since 1978. Previously, he spent two years with Boston Consulting Group and four years with First National Bank of Boston.
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