VUSG
Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Growth Active ETF
1W: +1.0%
1M: +4.2%
YTD: +2.6%
$67.85
+0.83 (+1.24%)
Weekly Expected Move ±2.2%
$65
$66
$68
$69
$71
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Portfolio Health Summary
IS Overall Score
72.6
★★★★★
Altman Z-Score
20.39
Safe
Weight Coverage
97%
of portfolio analyzed
Holdings Matched
39
with fundamental data
InsiderStreet Scorecard
★★★★★
72.6
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
20.39
Safe Zone (>2.99)
Piotroski F-Score
6.8 / 9
Moderate
Beneish M-Score
-1.75
Possible Manipulator
Credit Score
—
Earnings Quality
62.0 / 100
Portfolio Valuation
P/E
15.60x
P/B
6.10x
P/S
7.35x
EV/EBITDA
21.02x
EV/Revenue
13.69x
P/FCF
29.26x
P/OCF
14.53x
PEG
0.21x
Earnings Yield
6.41%
FCF Yield
3.42%
OCF Yield
6.88%
Median P/E
33.00x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+48.2%
Net Income
+70.0%
EPS
+70.2%
FCF
+44.9%
EBITDA
+62.6%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+43.9%
Rev CAGR 5Y
+29.9%
EPS CAGR 3Y
+75.6%
EPS CAGR 5Y
+40.8%
FCF CAGR 3Y
+58.8%
FCF CAGR 5Y
+36.5%
EBITDA CAGR 3Y
+78.3%
EBITDA CAGR 5Y
+39.2%
Payout Ratio
14.05%
Buyback Yield
0.79%
Dividend Yield
0.34%
Total Shareholder Return
0.63%
Earnings Stability
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 15.60 |
| Portfolio P/B | 6.10 |
| Portfolio P/S | 7.35 |
| EV/EBITDA | 21.02 |
| EV/Revenue | 13.69 |
| P/FCF | 29.26 |
| P/OCF | 14.53 |
| PEG | 0.21 |
| Earnings Yield | 6.41% |
| FCF Yield | 3.42% |
| OCF Yield | 6.88% |
| Median P/E | 33.00 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 66.17% |
| Operating Margin | 47.73% |
| Net Margin | 47.09% |
| FCF Margin | 25.03% |
| ROE | 47.00% |
| ROA | 30.20% |
| ROIC | 45.33% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.20 |
| Debt/Assets | 0.13 |
| Net Debt/EBITDA | -0.48 |
| Interest Coverage | 209.48 |
| Current Ratio | 2.29 |
| Quick Ratio | 2.10 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 48.17% |
| Net Income Growth | 70.05% |
| EPS Growth | 70.23% |
| FCF Growth | 44.91% |
| EBITDA Growth | 62.61% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 43.87% |
| Revenue CAGR 5Y | 29.95% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 75.62% |
| EPS CAGR 5Y | 40.78% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 58.76% |
| FCF CAGR 5Y | 36.47% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 78.26% |
| EBITDA CAGR 5Y | 39.19% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 75.96% |
| Net Income CAGR 5Y | 41.07% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 72.6 |
| IS Profitability | 82.3 |
| IS Balance Sheet | 80.2 |
| IS Earnings Quality | 62.0 |
| IS Growth | 74.9 |
| IS Value | 44.6 |
| IS Momentum | 85.2 |
| IS Safety | 95.3 |
| IS Quality | 80.9 |
| Altman Z-Score | 20.39 |
| Piotroski F-Score | 6.77 |
| Beneish M-Score | -1.75 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 0.34% |
| Payout Ratio | 14.05% |
| Buyback Yield | 0.79% |
| Total Shareholder Return | 0.63% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.862 |
| Earnings Stability | 0.617 |
| Earnings Persistence | 0.628 |
| Margin Stability | 0.838 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 33.00 |
| Median P/B | 8.78 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 97.14% |
| Holdings Matched | 39 |
| Total Holdings | 42 |