VDIG
Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETF
1W: -1.0%
1M: -1.9%
YTD: -2.9%
$62.27
+0.37 (+0.60%)
Weekly Expected Move ±1.3%
$61
$61
$62
$63
$64
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Portfolio Health Summary
IS Overall Score
67.1
★★★★★
Altman Z-Score
7.03
Safe
Weight Coverage
94%
of portfolio analyzed
Holdings Matched
35
with fundamental data
InsiderStreet Scorecard
★★★★★
67.1
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
7.03
Safe Zone (>2.99)
Piotroski F-Score
6.8 / 9
Moderate
Beneish M-Score
-2.48
Unlikely Manipulator
Credit Score
—
Earnings Quality
73.3 / 100
Portfolio Valuation
P/E
28.74x
P/B
10.58x
P/S
8.64x
EV/EBITDA
20.83x
EV/Revenue
9.00x
P/FCF
40.81x
P/OCF
25.80x
PEG
1.95x
Earnings Yield
3.48%
FCF Yield
2.45%
OCF Yield
3.88%
Median P/E
25.22x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+16.1%
Net Income
+27.5%
EPS
+29.2%
FCF
+48.1%
EBITDA
+24.8%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+11.9%
Rev CAGR 5Y
+11.6%
EPS CAGR 3Y
+14.7%
EPS CAGR 5Y
+16.6%
FCF CAGR 3Y
+13.2%
FCF CAGR 5Y
+10.1%
EBITDA CAGR 3Y
+16.6%
EBITDA CAGR 5Y
+14.1%
Payout Ratio
39.83%
Buyback Yield
1.61%
Dividend Yield
1.40%
Total Shareholder Return
2.90%
Earnings Stability
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 28.74 |
| Portfolio P/B | 10.58 |
| Portfolio P/S | 8.64 |
| EV/EBITDA | 20.83 |
| EV/Revenue | 9.00 |
| P/FCF | 40.81 |
| P/OCF | 25.80 |
| PEG | 1.95 |
| Earnings Yield | 3.48% |
| FCF Yield | 2.45% |
| OCF Yield | 3.88% |
| Median P/E | 25.22 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 60.27% |
| Operating Margin | 32.65% |
| Net Margin | 30.07% |
| FCF Margin | 21.17% |
| ROE | 41.57% |
| ROA | 13.11% |
| ROIC | 28.62% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.69 |
| Debt/Assets | 0.23 |
| Net Debt/EBITDA | 0.04 |
| Interest Coverage | 14.05 |
| Current Ratio | 0.87 |
| Quick Ratio | 0.82 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 16.06% |
| Net Income Growth | 27.52% |
| EPS Growth | 29.20% |
| FCF Growth | 48.09% |
| EBITDA Growth | 24.79% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 11.91% |
| Revenue CAGR 5Y | 11.59% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 14.71% |
| EPS CAGR 5Y | 16.62% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 13.15% |
| FCF CAGR 5Y | 10.10% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 16.61% |
| EBITDA CAGR 5Y | 14.09% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 16.36% |
| Net Income CAGR 5Y | 17.37% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 67.1 |
| IS Profitability | 78.0 |
| IS Balance Sheet | 63.5 |
| IS Earnings Quality | 73.3 |
| IS Growth | 64.1 |
| IS Value | 47.0 |
| IS Momentum | 81.5 |
| IS Safety | 94.6 |
| IS Quality | 77.0 |
| Altman Z-Score | 7.03 |
| Piotroski F-Score | 6.78 |
| Beneish M-Score | -2.48 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 1.40% |
| Payout Ratio | 39.83% |
| Buyback Yield | 1.61% |
| Total Shareholder Return | 2.90% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.827 |
| Earnings Stability | 0.673 |
| Earnings Persistence | 0.839 |
| Margin Stability | 0.935 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 25.22 |
| Median P/B | 6.07 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 94.30% |
| Holdings Matched | 35 |
| Total Holdings | 37 |