VWELX
Vanguard Wellington Fund Investor Shares
1W: -1.0%
1M: +2.2%
3M: +3.4%
YTD: +4.4%
1Y: +8.3%
3Y: +39.6%
5Y: +36.7%
$46.99
+0.15 (+0.32%)
Weekly Expected Move ±1.2%
$46
$47
$47
$48
$48
Key Statistics
AUM$121.7B
Holdings77
Top 10 Wt31.5%
Volume0
Avg Volume0
Beta0.89
Portfolio Fundamentals
P/E24.3
P/B8.8
Div Yield1.18%
ROE39.1%
% Profitable4%
Inception1980-01-02
Sector Allocation
Other
34.0%
Technology
22.5%
Financial Services
8.3%
Communication Services
7.2%
Healthcare
7.1%
Consumer Cyclical
6.7%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVD.DE | 5.48% | $6.7B | 37,889,501 |
| 2 | Apple Inc | AAPL.DE | 4.96% | $6.1B | 21,746,311 |
| 3 | Microsoft Corp | 4338.HK | 4.80% | $5.9B | 11,925,185 |
| 4 | Alphabet Inc | GOOGL.SW | 4.58% | $5.6B | 17,495,195 |
| 5 | Amazon.com Inc | 0R1O.IL | 3.19% | $3.9B | 16,741,033 |
| 6 | Broadcom Inc | 1YD.DE | 2.45% | $3.0B | 7,434,952 |
| 7 | Wells Fargo & Co | WFC.SW | 1.91% | $2.3B | 27,248,896 |
| 8 | Meta Platforms Inc | FB2A.DE | 1.67% | $2.0B | 3,160,449 |
| 9 | Eli Lilly & Co | LLY.SW | 1.29% | $1.6B | 1,463,994 |
| 10 | Nasdaq Inc | 0K4T.L | 1.20% | $1.5B | 16,184,496 |