VWIAX
Vanguard Wellesley Income Fund Admiral Shares
1W: -0.9%
1M: -4.1%
3M: -4.0%
YTD: -2.3%
1Y: -5.4%
3Y: +18.2%
5Y: +8.7%
$60.44
+0.07 (+0.12%)
Weekly Expected Move ±0.9%
$59
$60
$60
$61
$61
Key Statistics
AUM$45.5B
Holdings74
Top 10 Wt10.5%
Volume0
Avg Volume0
Beta0.71
Portfolio Fundamentals
P/E31.6
P/B6.2
Div Yield2.62%
ROE20.0%
% Profitable5%
Inception2001-05-14
Sector Allocation
Other
63.2%
Financial Services
7.6%
Healthcare
6.1%
Technology
5.8%
Industrials
3.3%
Consumer Defensive
3.1%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Broadcom Inc | AVGO | 3.04% | $1.4B | 3,828,787 |
| 2 | Merck & Co Inc | MRK | 1.14% | $541.0M | 4,210,103 |
| 3 | Diamondback Energy Inc | FANG | 1.06% | $503.6M | 2,865,159 |
| 4 | United States Treasury Note/Bond 3.88% 04/30/2031 | — | 0.92% | $439.8M | 4,461,351 |
| 5 | Johnson & Johnson | JNJ | 0.85% | $405.7M | 1,597,331 |
| 6 | Bank of America Corp | BAC | 0.84% | $398.8M | 6,999,622 |
| 7 | Huntington Bancshares Inc/OH | HBAN | 0.78% | $368.9M | 20,807,884 |
| 8 | TE Connectivity PLC | TEL | 0.76% | $361.4M | 1,792,548 |
| 9 | UNILEVER PLC-SPONSORED ADR | UL | 0.73% | $346.0M | 5,755,280 |
| 10 | Keurig Dr Pepper Inc | KDP | 0.68% | $322.3M | 9,846,215 |