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Vanguard Wellington™ Fund Investor Shares (VWELX)

US Funds

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46.86 +0.15 +0.32%

28/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 13.27B

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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	0.80	0.81	0.01
Shares	66.07	66.07	0.00
Bonds	33.13	33.13	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.59	19.12
Price to Book	4.92	3.30
Price to Sales	3.54	2.28
Price to Cash Flow	16.30	12.45
Dividend Yield	1.38	1.92
5 Years Earnings Growth	9.65	10.74

Sector Allocation

Name	Net %	Category Average
Technology	33.51	24.63
Financial Services	15.32	15.74
Consumer Cyclical	11.92	10.00
Communication Services	9.09	7.61
Healthcare	8.40	12.39
Consumer Defensive	5.65	6.01
Industrials	5.64	10.32
Energy	4.34	4.86
Utilities	2.68	3.24
Real Estate	1.89	3.34
Basic Materials	1.55	3.15

Region Allocation

North America
Europe Developed
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,576

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.27	509.64	+0.57%
NVIDIA	US67066G1040	5.20	180.17	-0.79%
Apple	US0378331005	3.35	232.56	+0.90%
Amazon.com	US0231351067	3.20	231.60	+1.08%
Alphabet A	US02079K3059	2.60	211.64	+2.01%
Broadcom	US11135F1012	2.09	308.65	+2.80%
Meta Platforms	US30303M1027	2.01	751.11	+0.50%
Wells Fargo&Co	US9497461015	1.99	81.98	-0.63%
Nasdaq Inc	US6311031081	1.29	95.24	+0.42%
JPMorgan	US46625H1005	1.21	301.07	+0.60%

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 Institutional Idx Instl Pl	199.72B	8.57	17.08	13.65

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