VUSV
Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETF
1W: -0.6%
1M: -3.0%
YTD: -4.1%
$69.26
+0.52 (+0.76%)
Weekly Expected Move ±9.5%
$56
$63
$69
$76
$82
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$89M
Holdings85
Top 10 Wt23.5%
Volume26,565
Avg Volume14,245
Beta0.58
Portfolio Fundamentals
P/E20.6
P/B4.6
Div Yield1.55%
ROE24.4%
% Profitable90%
Inception2025-11-18
Sector Allocation
Financial Services
16.1%
Technology
15.9%
Healthcare
15.6%
Industrials
11.5%
Consumer Cyclical
7.9%
Basic Materials
6.7%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Alphabet Inc | GOOGL | 3.08% | $2.3M | 6,350 |
| 2 | Amazon.com Inc | AMZN | 3.07% | $2.3M | 9,501 |
| 3 | Microsoft Corp | MSFT | 2.63% | $1.9M | 5,200 |
| 4 | Merck & Co Inc | MRK | 2.60% | $1.9M | 14,895 |
| 5 | ASML HOLDING NV-NY REG SHS | ASML | 2.57% | $1.9M | 953 |
| 6 | Chubb Ltd | CB | 2.15% | $1.6M | 4,647 |
| 7 | Morgan Stanley | MS | 1.97% | $1.5M | 6,945 |
| 8 | UnitedHealth Group Inc | UNH | 1.86% | $1.4M | 3,305 |
| 9 | SLB Ltd | SLB | 1.83% | $1.4M | 29,041 |
| 10 | Wells Fargo & Co | WFC | 1.78% | $1.3M | 15,871 |