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
Portfolio Health Summary
IS Overall Score
55.9
★★★★★
Altman Z-Score
4.85
Safe
Weight Coverage
99%
of portfolio analyzed
Holdings Matched
85
with fundamental data
InsiderStreet Scorecard
★★★★★
55.9
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
4.85
Safe Zone (>2.99)
Piotroski F-Score
6.4 / 9
Moderate
Beneish M-Score
-1.08
Possible Manipulator
Credit Score
—
Earnings Quality
71.8 / 100
Portfolio Valuation
P/E
20.56x
P/B
4.58x
P/S
4.45x
EV/EBITDA
15.24x
EV/Revenue
5.37x
P/FCF
41.61x
P/OCF
17.71x
PEG
1.19x
Earnings Yield
4.86%
FCF Yield
2.40%
OCF Yield
5.65%
Median P/E
23.09x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
+14.1%
Net Income
+21.7%
EPS
+23.7%
FCF
+28.7%
EBITDA
+25.4%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
+10.0%
Rev CAGR 5Y
+13.4%
EPS CAGR 3Y
+17.3%
EPS CAGR 5Y
+11.9%
FCF CAGR 3Y
+20.7%
FCF CAGR 5Y
+12.2%
EBITDA CAGR 3Y
+16.4%
EBITDA CAGR 5Y
+12.6%
Payout Ratio
42.58%
Buyback Yield
2.13%
Dividend Yield
1.55%
Total Shareholder Return
3.44%
Earnings Stability
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | 20.56 |
| Portfolio P/B | 4.58 |
| Portfolio P/S | 4.45 |
| EV/EBITDA | 15.24 |
| EV/Revenue | 5.37 |
| P/FCF | 41.61 |
| P/OCF | 17.71 |
| PEG | 1.19 |
| Earnings Yield | 4.86% |
| FCF Yield | 2.40% |
| OCF Yield | 5.65% |
| Median P/E | 23.09 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 45.93% |
| Operating Margin | 20.70% |
| Net Margin | 21.64% |
| FCF Margin | 9.98% |
| ROE | 24.38% |
| ROA | 9.72% |
| ROIC | 17.45% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | 0.46 |
| Debt/Assets | 0.18 |
| Net Debt/EBITDA | -0.43 |
| Interest Coverage | 11.52 |
| Current Ratio | 1.22 |
| Quick Ratio | 1.09 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | 14.12% |
| Net Income Growth | 21.67% |
| EPS Growth | 23.73% |
| FCF Growth | 28.75% |
| EBITDA Growth | 25.40% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | 9.99% |
| Revenue CAGR 5Y | 13.43% |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | 17.30% |
| EPS CAGR 5Y | 11.88% |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | 20.66% |
| FCF CAGR 5Y | 12.24% |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | 16.39% |
| EBITDA CAGR 5Y | 12.62% |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | 19.31% |
| Net Income CAGR 5Y | 11.17% |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 55.9 |
| IS Profitability | 54.0 |
| IS Balance Sheet | 56.8 |
| IS Earnings Quality | 71.8 |
| IS Growth | 52.9 |
| IS Value | 52.2 |
| IS Momentum | 75.2 |
| IS Safety | 74.8 |
| IS Quality | 70.5 |
| Altman Z-Score | 4.85 |
| Piotroski F-Score | 6.41 |
| Beneish M-Score | -1.08 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 1.55% |
| Payout Ratio | 42.58% |
| Buyback Yield | 2.13% |
| Total Shareholder Return | 3.44% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.748 |
| Earnings Stability | 0.416 |
| Earnings Persistence | 0.735 |
| Margin Stability | 0.863 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | 23.09 |
| Median P/B | 2.85 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 98.65% |
| Holdings Matched | 85 |
| Total Holdings | 85 |