VWELX
Vanguard Wellington Fund Investor Shares
1W: -1.9%
1M: -6.4%
3M: -6.4%
YTD: -5.9%
1Y: +2.1%
3Y: +29.3%
5Y: +30.6%
$43.30
+0.09 (+0.21%)
Weekly Expected Move ±1.6%
$41
$41
$42
$43
$43
Key Statistics
AUM$119.8B
Holdings80
Top 10 Wt29.3%
Volume0
Avg Volume0
Beta0.87
Portfolio Fundamentals
P/E89.8
P/B32.7
Div Yield1.13%
ROE40.5%
% Profitable5%
Inception1980-01-02
Sector Allocation
Other
34.1%
Technology
25.3%
Financial Services
10.2%
Consumer Cyclical
7.4%
Healthcare
4.8%
Consumer Defensive
4.1%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 5.57% | $6.5B | 37,472,635 |
| 2 | Microsoft Corp | MSFT | 5.24% | $6.1B | 12,106,980 |
| 3 | Apple Inc | AAPL.NE | 4.13% | $4.8B | 20,840,578 |
| 4 | Amazon.com Inc | AMZN | 3.20% | $3.7B | 16,368,065 |
| 5 | Alphabet Inc | GOOGL.SW | 3.07% | $3.6B | 16,874,030 |
| 6 | Wells Fargo & Co | WFC | 2.06% | $2.4B | 29,347,822 |
| 7 | Meta Platforms Inc | META | 1.97% | $2.3B | 3,117,878 |
| 8 | Broadcom Inc | AVGO | 1.67% | $1.9B | 6,557,021 |
| 9 | Nasdaq Inc | NDAQ | 1.33% | $1.6B | 16,470,569 |
| 10 | Eli Lilly & Co | LLY | 1.06% | $1.2B | 1,692,127 |