Vanguard Global Wellington Fund Investor Shares
VGWLX
NASDAQ
| Weiss Ratings | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Vanguard | |||
| Manager/Tenure (Years) | Nataliya Kofman (7), Loren L. Moran (7) | |||
| Website | http://www.vanguard.com | |||
| Fund Information | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Vanguard Global Wellington Fund Investor Shares | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Nov 02, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 3,000.00 | |||
| Minimum Subsequent Investment | 1.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.94% | |||
| Dividend | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 3.09% | |||
| Asset Allocation | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.10% | |||
| Stock | 65.36% | |||
| U.S. Stock | 36.37% | |||
| Non-U.S. Stock | 28.99% | |||
| Bond | 31.40% | |||
| U.S. Bond | 17.20% | |||
| Non-U.S. Bond | 14.20% | |||
| Preferred | 0.00% | |||
| Convertible | 0.14% | |||
| Other Net | 0.00% | |||
| Price History | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.58% | |||
| 30-Day Total Return | 1.29% | |||
| 60-Day Total Return | 2.77% | |||
| 90-Day Total Return | 4.37% | |||
| Year to Date Total Return | 10.72% | |||
| 1-Year Total Return | 7.90% | |||
| 2-Year Total Return | 25.85% | |||
| 3-Year Total Return | 35.30% | |||
| 5-Year Total Return | 50.05% | |||
| Price | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $27.43 | |||
| 1-Month Low NAV | $26.62 | |||
| 1-Month High NAV | $27.62 | |||
| 52-Week Low NAV | $24.21 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.62 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.96 | |||
| Standard Deviation | 10.29 | |||
| Balance Sheet | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.53B | |||
| Operating Ratios | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.48% | |||
| Turnover Ratio | 74.00% | |||
| Performance | VGWLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 7.46% | |||
| Last Bear Market Total Return | -8.40% | |||