Vanguard Wellington™ Fund Investor Shares
VWELX
NASDAQ
Weiss Ratings | VWELX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | VWELX-NASDAQ | Click to Compare |
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Provider | Vanguard | |||
Manager/Tenure (Years) | Loren L. Moran (8), Daniel J. Pozen (6) | |||
Website | http://www.vanguard.com | |||
Fund Information | VWELX-NASDAQ | Click to Compare |
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Fund Name | Vanguard Wellington™ Fund Investor Shares | |||
Category | Moderate Allocation | |||
Sub-Category | Moderate Allocation | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Jul 01, 1929 | |||
Open/Closed To New Investors | Closed | |||
Minimum Initial Investment | 3,000.00 | |||
Minimum Subsequent Investment | 1.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | VWELX-NASDAQ | Click to Compare |
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Dividend Yield | 1.99% | |||
Dividend | VWELX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.38% | |||
Asset Allocation | VWELX-NASDAQ | Click to Compare |
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Cash | 0.80% | |||
Stock | 66.07% | |||
U.S. Stock | 62.82% | |||
Non-U.S. Stock | 3.25% | |||
Bond | 33.13% | |||
U.S. Bond | 27.63% | |||
Non-U.S. Bond | 5.50% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | VWELX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.95% | |||
30-Day Total Return | 1.72% | |||
60-Day Total Return | 3.75% | |||
90-Day Total Return | 7.57% | |||
Year to Date Total Return | 10.30% | |||
1-Year Total Return | 13.28% | |||
2-Year Total Return | 35.32% | |||
3-Year Total Return | 41.66% | |||
5-Year Total Return | 56.16% | |||
Price | VWELX-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 | VWELX-NASDAQ | Click to Compare |
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Nav | $46.71 | |||
1-Month Low NAV | $45.54 | |||
1-Month High NAV | $46.71 | |||
52-Week Low NAV | $38.81 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $47.96 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | VWELX-NASDAQ | Click to Compare |
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Beta | 1.14 | |||
Standard Deviation | 10.82 | |||
Balance Sheet | VWELX-NASDAQ | Click to Compare |
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Total Assets | 115.80B | |||
Operating Ratios | VWELX-NASDAQ | Click to Compare |
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Expense Ratio | 0.25% | |||
Turnover Ratio | 61.00% | |||
Performance | VWELX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 14.07% | |||
Last Bear Market Total Return | -10.41% | |||