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Vanguard Long-term Investment-grade Fund Investor Shares (VWESX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 3.85B
Vanguard Long-Term Investment-Grade Inv
7.71
+0.01
+0.13%
- Overview
- Profile
- Historical Data
- Holdings
VWESX Overview
On this page you'll find an in-depth profile of Vanguard Long-term Investment-grade Fund Investor Shares. Learn about the key management, total assets, investment strategy and contact information of VWESX among other information.
Investment Strategy
The investment seeks to provide a high and sustainable level of current income. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be intermediate- and long-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3. The fund's dollar-weighted average maturity is expected to fall within a range that is five years shorter than or five years longer than that of its benchmark index.
Contact Information
Address
100 Vanguard Boulevard
Malvern,PA 19355
United States
Malvern,PA 19355
United States
Phone
+1 8776627447
Web
www.vanguard.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Arvind Narayanan | - | 2019 | Now |
| Biography | Arvind Narayanan, CFA, Portfolio Manager at Vanguard. He has been with Vanguard since February 2019, has worked in investment management since 2002, has managed investment portfolios since 2006, and has co-managed the Funds since November 2019. Education: B.A., Goucher College; M.B.A., New York University. | ||
| Daniel Shaykevich | Principal | 2018 | Now |
| Biography | Daniel Shaykevich, Principal of Vanguard. He has worked in investment management since 2001, has managed investment portfolios since 2004, has been with Vanguard since 2013. Prior to Vanguard, he was a portfolio manager for BlackRock from 2001 to 2013. He holds a B.S. from Carnegie Mellon University. | ||
| Scott I. St. John | Vice President | 2014 | Now |
| Biography | As a US corporate bond portfolio manager and chair of the US Corporate Bond Strategy Group, Scott manages dedicated US corporate bond portfolios. The US Corporate Bond Strategy Group meets regularly to discuss the outlook and investment strategy for the US dollar-denominated investment-grade corporate bond market. It acts as a forum for the review and evaluation of market cycle, sector, industry, and credit quality strategies, as well as individual issuer ideas. It is also responsible for setting the research agenda for the investment-grade corporate credit team. The strategies developed by the group help shape portfolio positioning for dedicated US Corporate Bond Portfolios, as well as the corporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond portfolios. Prior to joining Wellington Management in 2003, Scott worked as a fixed income analyst at State Street Research (2001 – 2003). Before that, he was a fixed income analyst at Eaton Vance Management (1995 – 2001) and a commercial loan officer for the Bank of Boston (1994 – 1995). Scott earned his MBA from the University of Rochester (1994) and his BS in business management from Cornell University (1990). Scott also holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Samuel C. Martinez | Assistant Portfolio Manager | 2018 | 2023 |
| Biography | Samuel C. Martinez, CFA, Portfolio Manager at Vanguard. He has been with Vanguard since 2007, has worked in investment management since 2010, has managed investment portfolios since 2014, and has co-managed the Portfolio since 2018. He holds a B.S. from Southern Utah University and M.B.A from The Wharton School of the University of Pennsylvania. | ||
| Gregory S. Nassour | Principal | 2013 | 2018 |
| Biography | Mr. Nassour, CFA, is a principal of Vanguard. He has been with Vanguard since 1992 and has worked in investment management since 1994, has managed investment portfolios since 2001. He holds the Charted Financial Analyst designation. Education: B.S., West Chester University; M.B.A., Saint Joseph’s University. | ||
| Lucius T. Hill | Senior Vice President | 2008 | 2016 |
| Biography | Lucius T. (L.T.) Hill, Ill is Senior Vice President, Partner, and Fixed Income Portfolio Manager, and is involved in portfolio management and securities analysis. L.T. is a fixed income portfolio manager on the US Broad Market Team. He leads the specialist team responsible for the development of interest rate and yield curve strategies. He is also a long-standing member of the Corporate Bond Strategy Group. Prior to joining the Wellington Management Co LLP. in 1993, L.T. was a corporate bond trader at C.S First Boston Corporation (1986 — 1991) and a money market trader at Dean Witter Reynolds (1983 — 1986). L.T. holds his MBA from Columbia University (1993) and his BA in economics and political science from Yale University (1983). | ||
| Paul M. Jakubowski | Principal | 2013 | 2016 |
| Biography | Paul M. Jakubowski, Principal of Vanguard. He has worked in investment management since joining Vanguard in 2000, has managed investment portfolios since 2013, and has co-managed a portion of the Long-Term Investment-Grade Fund since December 2013. Education: B.S., University of Richmond; M.B.A., Villanova University. | ||
| Earl E. McEvoy | Senior Vice President | 1994 | 2008 |
| Biography | McEvoy is senior vice president and portfolio manager with Wellington Management Company, his employer since 1978. Previously, he spent two years with Boston Consulting Group and four years with First National Bank of Boston. | ||
| Paul G. Sullivan | Senior Vice President, Partner, executive committee Member, Member | 1976 | 1994 |
| Biography | Sullivan is a senior vice president and partner with Wellington Management Company, his employer since 1975. He serves on the company's executive committee and is a member of its bond-strategy group. Previously, Sullivan spent two years as a fixed-income portfolio manager with Colonial Management and two years as chief investment officer of the State of Alaska. He also worked at Bank of America and Dempsey-Tegeler & Company. Sullivan is a member of the Boston Security Analysts Society. | ||
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