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Vanguard Wellington™ Fund Investor Shares (VWELX)

US Funds

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43.73 +0.07 +0.16%

19/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 12.82B

Type: Fund

Market: United States

Issuer: Vanguard

Underlying: S&P 500 TR

Asset Class: Equity

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VWELX Overview

Find basic information about the Vanguard Wellington™ Fund Investor Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VWELX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0.89%

Prev. Close43.66

Risk Rating

TTM Yield2.17%

ROE33.09%

IssuerVanguard

Turnover61%

ROA14.44%

Inception DateJul 01, 1929

Total Assets12.82B

Expenses0.25%

Min. Investment3,000

Market Cap349.4B

CategoryAllocation - - 50% to 70% Equity

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Vanguard Wellington™ Fund Investor Shares News

What the Moody's downgrade means for markets By Investing.com - 11 minutes ago

Investing.com -- Moody’s downgraded U.S. sovereign debt late Friday, prompting a wave of headlines and a weak market open on Monday. However, according to the latest Sevens...

What did DOGE do this week? No new DoD cuts By Investing.com - 39 minutes ago

Investing.com -- Bank of America said there were no new Department of Defense (DoD) contract cancellations this week, as the Department of Government Efficiency (DOGE) held steady...

U.S. stock futures retreat after gains; Home Depot earnings in focusretail By Investing.com - 2 hours ago

Investing.com -- U.S. stock index futures drifted lower Tuesday, after recent gains, ahead of earnings from the key retail sector. At 05:50 ET (09:50 GMT), Dow Jones Futures fell...

Vanguard Wellington™ Fund Investor Shares Analysis

S&P 500: Is This the Calm Before the Storm as Yields Near a Turning Point? By Michael Kramer - 8 hours ago

It would seem the market blew off the Moody’s downgrade for now, but it will be interesting to see where the US dollar and rates are in a few days’ time. There was undoubtedly a...

Dip-Buyers Win Big in 2025 - But Can the Strategy Keep Working From Here? By Ismael De La Cruz - May 19, 2025

Traders are buying more call options, signaling growing confidence that stock prices will rise soon. This optimism is backed by investors shifting billions from bond ETFs into...

Recession Probabilities Decline as Markets Signal Soft Landing By Lance Roberts - May 19, 2025

The “Can’t Stop, Won’t Stop” Rally Last week, we discussed how the rally had repaired much of the previous damage following “Liberation Day.” However, we also made competing cases...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	984	963	1102	1262	1565	2154
Fund Return	-1.55%	-3.73%	10.22%	8.06%	9.37%	7.98%
Place in category	270	274	86	92	115	45
% in Category	55	58	17	20	30	17

Top Equity Funds by Vanguard

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	705.13B	-5.46	11.33	11.64
Vanguard 500 Index Admiral	528.46B	-4.94	12.13	12.28
Vanguard Total Stock Market Admiral	377.59B	-5.47	11.31	11.61
Vanguard Total Intl Stock Index Inv	216.94B	8.74	7.96	4.94
Vanguard 500 Index Institutional Se	194.93B	-4.92	12.16	-

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.31B	-0.52	8.11	7.88
Vanguard Wellington Admiral	94.12B	-1.53	8.15	8.06
American Funds American Balanced R6	56.27B	-0.42	8.45	8.21
Vanguard Balanced Index Adm	44.28B	-1.88	7.76	7.77
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.22	458.87	+1.01%
Apple	US0378331005	4.19	208.78	-1.17%
NVIDIA	US67066G1040	3.48	135.57	+0.13%
Amazon.com	US0231351067	3.09	206.16	+0.28%
Alphabet A	US02079K3059	2.26	166.54	+0.21%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Sell
Summary	Strong Buy	Strong Buy	Neutral

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Vanguard Wellingt.	43.73	+0.07	+0.16%