VWELX
Vanguard Wellington Fund Investor Shares
1W: -0.9%
1M: -0.8%
3M: -1.1%
YTD: +4.3%
1Y: -2.1%
3Y: +39.5%
5Y: +29.9%
$46.92
+0.24 (+0.51%)
Weekly Expected Move ±1.3%
$46
$46
$47
$47
$48
Key Statistics
AUM$124.2B
Holdings77
Top 10 Wt27.7%
Volume0
Avg Volume0
Beta0.89
Portfolio Fundamentals
P/E9.2
P/B2.9
Div Yield1.36%
ROE36.5%
% Profitable4%
Inception1980-01-02
Sector Allocation
Other
35.5%
Technology
14.5%
Consumer Cyclical
7.7%
Communication Services
7.1%
Financial Services
7.1%
Real Estate
7.1%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 0QOJ.L | 5.40% | $6.5B | 36,537,605 |
| 2 | Alphabet Inc | GOOGL.SW | 4.19% | $5.0B | 16,113,163 |
| 3 | Apple Inc | AAPL.DE | 4.05% | $4.9B | 18,369,982 |
| 4 | Microsoft Corp | 4338.HK | 3.92% | $4.7B | 11,961,696 |
| 5 | Amazon.com Inc | 0R1O.IL | 2.84% | $3.4B | 16,204,857 |
| 6 | Wells Fargo & Co | WFC.SW | 1.68% | $2.0B | 24,704,955 |
| 7 | Broadcom Inc | 1YD.DE | 1.64% | $2.0B | 6,132,032 |
| 8 | Meta Platforms Inc | FB2A.DE | 1.59% | $1.9B | 2,939,141 |
| 9 | Eli Lilly & Co | LLY.SW | 1.24% | $1.5B | 1,408,177 |
| 10 | Merck & Co Inc | 6MK.DE | 1.17% | $1.4B | 11,364,608 |