Vanguard Global Wellington Fund Investor Shares
VGWLX
NASDAQ
| Weiss Ratings | VGWLX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | VGWLX-NASDAQ | Click to Compare |
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| Provider | Vanguard | |||
| Manager/Tenure (Years) | Nataliya Kofman (7), Loren L. Moran (7) | |||
| Website | http://www.vanguard.com | |||
| Fund Information | VGWLX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 2.94% | |||
| Dividend | VGWLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 3.14% | |||
| Asset Allocation | VGWLX-NASDAQ | Click to Compare |
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| Cash | 3.63% | |||
| Stock | 64.51% | |||
| U.S. Stock | 36.25% | |||
| Non-U.S. Stock | 28.26% | |||
| Bond | 31.59% | |||
| U.S. Bond | 18.05% | |||
| Non-U.S. Bond | 13.54% | |||
| Preferred | 0.00% | |||
| Convertible | 0.26% | |||
| Other Net | 0.00% | |||
| Price History | VGWLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.65% | |||
| 30-Day Total Return | 2.41% | |||
| 60-Day Total Return | 5.01% | |||
| 90-Day Total Return | 3.04% | |||
| Year to Date Total Return | 7.49% | |||
| 1-Year Total Return | 9.57% | |||
| 2-Year Total Return | 23.20% | |||
| 3-Year Total Return | 31.97% | |||
| 5-Year Total Return | 54.84% | |||
| Price | VGWLX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $26.63 | |||
| 1-Month Low NAV | $26.35 | |||
| 1-Month High NAV | $26.96 | |||
| 52-Week Low NAV | $24.21 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.55 | |||
| 52-Week High Price (Date) | Sep 19, 2024 | |||
| Beta / Standard Deviation | VGWLX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 11.01 | |||
| Balance Sheet | VGWLX-NASDAQ | Click to Compare |
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| Total Assets | 2.52B | |||
| Operating Ratios | VGWLX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.48% | |||
| Turnover Ratio | 74.00% | |||
| Performance | VGWLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 7.46% | |||
| Last Bear Market Total Return | -8.40% | |||