What is insider trading data?

Insider trading data comes from SEC Form 4 filings, which corporate insiders must file within 2 business days of buying or selling company stock. This includes CEOs, CFOs, directors, and major shareholders.

How do I track congressional stock trades?

InsiderStreet.ai aggregates financial disclosures from the STOCK Act, showing stock trades by members of Congress. These are typically disclosed within 45 days of the transaction.

What are 13F filings?

13F filings are quarterly reports that institutional investment managers with over $100 million in assets must file with the SEC, revealing their equity holdings.

VGWAX - Vanguard Global Wellington Fund Admiral Shares

Name: Vanguard Global Wellington Fund Admiral Shares (VGWAX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$35.45

-0.03 (-0.08%)

Weekly Expected Move ±1.7%

$33 $34 $35 $35 $36

ETF NASDAQ · AUM $3.1B

Overview Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Portfolio Health Summary

IS Overall Score

54.3

★★★★★

Altman Z-Score

3.23

Safe

Weight Coverage

63%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 54.3

Profitability

58.3

Balance Sheet

58.8

Earnings Quality

73.2

Growth

51.6

Value

60.8

Momentum

73.5

Safety

68.1

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

3.23

Safe Zone (>2.99)

Piotroski F-Score

6.7 / 9

Moderate

Beneish M-Score

-1.21

Possible Manipulator

Credit Score

—

Earnings Quality

73.2 / 100

Portfolio Valuation

P/E

14.19x

P/B

1.54x

P/S

1.89x

EV/EBITDA

12.31x

EV/Revenue

3.43x

P/FCF

17.50x

P/OCF

7.54x

PEG

1.24x

Earnings Yield

7.05%

FCF Yield

5.71%

OCF Yield

13.26%

Median P/E

20.76x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +12.4%

Net Income +22.3%

EPS +28.0%

FCF +29.2%

EBITDA +19.0%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +7.9%

Rev CAGR 5Y +10.2%

EPS CAGR 3Y +11.5%

EPS CAGR 5Y +12.7%

FCF CAGR 3Y +16.0%

FCF CAGR 5Y +11.0%

EBITDA CAGR 3Y +8.4%

EBITDA CAGR 5Y +14.1%

Payout Ratio

48.98%

Buyback Yield

3.13%

Dividend Yield

2.58%

Total Shareholder Return

5.96%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$35.45

Median 1Y

$38.30

5th Pctile

$32.09

95th Pctile

$45.78

Ann. Volatility

11.5%

25th–75th percentile 5th–95th percentile Median path Historical

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	14.19
Portfolio P/B	1.54
Portfolio P/S	1.89
EV/EBITDA	12.31
EV/Revenue	3.43
P/FCF	17.50
P/OCF	7.54
PEG	1.24
Earnings Yield	7.05%
FCF Yield	5.71%
OCF Yield	13.26%
Median P/E	20.76

Profitability & Returns (9)

Metric	Value
Gross Margin	46.56%
Operating Margin	13.68%
Net Margin	13.31%
FCF Margin	10.51%
ROE	11.24%
ROA	5.86%
ROIC	12.90%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.18
Debt/Assets	0.10
Net Debt/EBITDA	-1.13
Interest Coverage	9.39
Current Ratio	1.27
Quick Ratio	1.05

Efficiency (4)

Metric	Value
Asset Turnover	—
Inventory Turnover	—
Receivables Turnover	—
Payables Turnover	—

Growth — YoY (6)

Metric	Value
Revenue Growth	12.39%
Net Income Growth	22.26%
EPS Growth	27.99%
FCF Growth	29.22%
EBITDA Growth	19.04%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	7.86%
Revenue CAGR 5Y	10.22%
Revenue CAGR 10Y	—
EPS CAGR 3Y	11.46%
EPS CAGR 5Y	12.69%
EPS CAGR 10Y	—
FCF CAGR 3Y	15.96%
FCF CAGR 5Y	10.99%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	8.43%
EBITDA CAGR 5Y	14.15%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	7.14%
Net Income CAGR 5Y	12.74%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	54.3
IS Profitability	58.3
IS Balance Sheet	58.8
IS Earnings Quality	73.2
IS Growth	51.6
IS Value	60.8
IS Momentum	73.5
IS Safety	68.1
IS Quality	70.2
Altman Z-Score	3.23
Piotroski F-Score	6.71
Beneish M-Score	-1.21
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	2.58%
Payout Ratio	48.98%
Buyback Yield	3.13%
Total Shareholder Return	5.96%

Growth Stability (4)

Metric	Value
Revenue Stability	0.685
Earnings Stability	0.446
Earnings Persistence	0.853
Margin Stability	0.877

Medians (3)

Metric	Value
Median P/E	20.76
Median P/B	2.63
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	62.77%
Holdings Matched	78
Total Holdings	79