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Vanguard Wellington™ Fund Investor Shares (VWELX)

US Funds

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43.46 +0.29 +0.67%

17/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 13.49B

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 Change5.01%

Prev. Close43.17

Risk Rating

TTM Yield2.09%

ROE31.42%

IssuerVanguard

Turnover31%

ROA15%

Inception DateJul 01, 1929

Total Assets13.49B

Expenses0.25%

Min. Investment3,000

Market Cap393.61B

CategoryAllocation - - 50% to 70% Equity

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Vanguard Wellington™ Fund Investor Shares News

Equities Surge Throughout North America By Baystreet.ca - 13 hours ago

Baystreet.ca - Canada's main stock index rose on Friday, as government bond yields eased around the world, but focus is likely to shift to policy changes from U.S. President-elect...

Stock market today: S&P 500 racks up weekly gain ahead of Trump's inauguration By Investing.com - 13 hours ago

Investing.com-- The S&P 500 ended a strong week on a high Friday, as bullish bets on stocks continued just days ahead of President-elect Donald Trump inauguration on Monday,...

FREIT declares $0.08 first quarter dividend By Investing.com - 16 hours ago

First Real Estate Investment Trust of New Jersey (FREIT) announced on January 16, 2025, that its Board of Directors has declared a first quarter dividend of $0.08 per share on the...

Vanguard Wellington™ Fund Investor Shares Analysis

Increasing Market Risks Signal It’s Time to Be ‘Tactically Bearish’ By Lance Roberts - 2 hours ago

In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in...

Gold: Could Yellow Metal Finally Outperform Stocks in 2025? By Gary Tanashian - 19 hours ago

Stocks and gold have been “predictable” as we approach Inauguration Day. “Predictable” taking the form of our previous “to or through the election” view for the 2024 bull, which...

S&P 500: Bulls Must Defend Channel Resistance to Unlock Next Leg Higher By Damian Nowiszewski - Jan 17, 2025

US stocks faced pressure as tech leaders underperformed, highlighting cautious market sentiment. Retail sales data added to investor caution amid a volatile week. Futures hint at...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1148	1009	1148	1124	1480	2231
Fund Return	14.76%	0.85%	14.76%	3.98%	8.15%	8.36%
Place in category	119	50	119	156	126	49
% in Category	18	13	18	26	22	11

Top Equity Funds by Vanguard

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Total Stock Market Ins Pls	714.4B	23.76	7.88	-
Vanguard 500 Index Admiral	562.19B	24.97	8.89	13.06
Vanguard Total Stock Market Admiral	406.82B	23.74	7.86	12.49
Vanguard Total Intl Stock Index Inv	201.2B	5.09	0.61	5.00
Vanguard 500 Index Institutional Se	200.46B	25.00	8.93	-

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.66B	14.95	4.82	8.14
Vanguard Wellington Admiral	98.78B	14.86	4.06	8.44
American Funds American Balanced R6	56.04B	15.30	5.15	8.47
Vanguard Balanced Index Adm	46.17B	14.59	3.84	8.17
Fidelity Balanced	42.26B	16.06	4.91	9.59

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.07	429.03	+1.05%
Apple	US0378331005	4.14	229.98	+0.75%
NVIDIA	US67066G1040	3.97	137.71	+3.10%
Alphabet A	US02079K3059	3.21	196.00	+1.60%
Amazon.com	US0231351067	3.15	225.94	+2.39%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Vanguard Wellingt.	43.46	+0.29	+0.67%