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Vanguard Wellington™ Fund Investor Shares (VWELX)

US Funds

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45.22 +0.12 +0.27%

02/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Vanguard

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 12.76B

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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 %	Short %
Cash	0.66	0.69	0.03
Shares	65.29	65.29	0.00
Bonds	34.00	34.00	0.00
Convertible	0.04	0.04	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.30	18.53
Price to Book	4.55	3.22
Price to Sales	3.54	2.20
Price to Cash Flow	15.13	12.19
Dividend Yield	1.54	1.94
5 Years Earnings Growth	11.10	11.02

Sector Allocation

Name	Net %	Category Average
Technology	29.49	23.94
Financial Services	15.11	15.90
Consumer Cyclical	12.40	9.98
Healthcare	11.02	12.98
Communication Services	8.81	7.51
Industrials	5.94	10.17
Consumer Defensive	5.43	6.08
Energy	4.90	4.94
Utilities	3.01	3.22
Real Estate	2.43	3.40
Basic Materials	1.45	3.18

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 1,502

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.22	498.84	+1.58%
Apple	US0378331005	4.19	213.55	+0.52%
NVIDIA	US67066G1040	3.48	159.34	+1.33%
Amazon.com	US0231351067	3.09	223.41	+1.59%
Alphabet A	US02079K3059	2.26	179.53	+0.50%
Wells Fargo&Co	US9497461015	1.90	83.60	+1.51%
Meta Platforms	US30303M1027	1.58	719.01	+0.76%
Broadcom	US11135F1012	1.43	275.18	+1.96%
UnitedHealth	US91324P1021	1.43	308.55	+0.32%
JPMorgan	US46625H1005	1.17	296.00	+1.37%

Top Equity Funds by Vanguard

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	748.58B	0.54	13.73	12.17
Vanguard 500 Index Admiral	560.5B	1.05	14.37	12.82
Vanguard Total Stock Market Admiral	399.92B	0.53	13.71	12.15
Vanguard Total Intl Stock Index Inv	226.68B	13.77	9.10	5.52
Vanguard 500 Index Institutional Se	207.44B	1.06	14.40	-

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