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Vanguard Wellington™ Fund Investor Shares (VWELX)

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46.47 -0.02 -0.04%

18/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Vanguard

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 13.27B

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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 Change2.36%

Prev. Close46.49

Risk Rating

TTM Yield1.99%

ROE33.38%

IssuerVanguard

Turnover31%

ROA16.35%

Inception DateJul 01, 1929

Total Assets13.27B

Expenses0.24%

Min. Investment3,000

Market Cap426.19B

CategoryAllocation - - 50% to 70% Equity

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Vanguard Wellington™ Fund Investor Shares News

Trump's tariffs to offset fiscal impact of tax cuts says S&P and affirms AA+ rating By Investing.com - 2 minutes ago

Investing.com -- S&P Global affirmed its 'AA+' credit rating on the United States on Monday, stating that revenue generated from President Donald Trump's tariffs will...

US stock futures muted with Jackson Hole, retail earnings on tap By Investing.com - 4 hours ago

Investing.com-- U.S. stock index futures moved little on Monday evening as investors stuck to the sidelines in want of more economic cues from the Jackson Hole Symposium and a host...

Stock market today: S&P 500 ends slightly lower ahead of Powell at Jackson Hole By Investing.com - 13 hours ago

Investing.com -- The S&P 500 ended slightly lower Monday, as investors digested a meeting between Ukraine President Volodymyr Zelensky and U.S. President Donald Trump in Washington...

Vanguard Wellington™ Fund Investor Shares Analysis

S&P 500: All Eyes on Inflation Swaps, Yield Curve Ahead of Friday's Jackson Hole By Michael Kramer - 4 hours ago

Stocks finished flat, in a fairly uneventful Monday. It was the lightest volume day on the S&P 500 futures since July 3, a half-day. Just 821,000 contracts traded on...

S&P 500 Record Surge: Earnings Momentum Meets Market Realities By Dan Sheehan - 13 hours ago

The S&P 500 has powered to new heights in 2025, recently closing at a record 6,468. This leg up is driven by a potent combination of upbeat earnings revisions and a blowout...

Euro Stocks Are in Vogue: Do Valuations Justify the Rotation? By Michael Lebowitz - 23 hours ago

Since 2015, the performance of the S&P 500 has been more than double that of stocks from the Euro Stoxx 50 (FEZ) and the iShares developed markets ETF (NYSE:EFA). However,...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1084	1101	1132	1375	1589	2369
Fund Return	8.42%	10.12%	13.22%	11.21%	9.7%	9.01%
Place in category	101	43	31	89	66	40
% in Category	11	11	6	18	18	15

Top Equity Funds by Vanguard

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	798.34B	8.05	16.40	12.99
Vanguard 500 Index Admiral	598.15B	8.56	17.05	13.62
Vanguard Total Stock Market Admiral	426.73B	8.04	16.38	12.97
Vanguard Total Intl Stock Index Inv	230.36B	17.07	12.03	6.19
Vanguard 500 Index Institutional Se	218.06B	8.57	17.09	-

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	118.2B	9.08	11.61	8.84
Vanguard Wellington Admiral	102.53B	8.48	11.30	9.10
American Funds American Balanced R6	60.05B	9.30	11.97	9.17
Vanguard Balanced Index Adm	47.53B	6.79	10.62	8.62
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.27	517.10	-0.59%
NVIDIA	US67066G1040	5.20	182.01	+0.86%
Apple	US0378331005	3.35	230.89	-0.30%
Amazon.com	US0231351067	3.20	231.49	+0.20%
Alphabet A	US02079K3059	2.60	203.50	-0.20%

Technical Summary

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

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