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VWENX - Vanguard Wellington Fund Admiral Shares

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

$74.75

+0.14 (+0.19%)

Weekly Expected Move ±1.7%

$70 $72 $73 $74 $75

ETF NASDAQ · AUM $120.7B

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

Portfolio Health Summary

IS Overall Score

64.7

★★★★★

Altman Z-Score

15.07

Safe

Weight Coverage

66%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 64.7

Profitability

72.0

Balance Sheet

64.8

Earnings Quality

68.7

Growth

62.5

Value

45.4

Momentum

78.6

Safety

86.4

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

15.07

Safe Zone (>2.99)

Piotroski F-Score

7.0 / 9

Moderate

Beneish M-Score

-2.47

Unlikely Manipulator

Credit Score

—

Earnings Quality

68.7 / 100

Portfolio Valuation

P/E

31.94x

P/B

11.88x

P/S

8.21x

EV/EBITDA

22.00x

EV/Revenue

8.46x

P/FCF

43.05x

P/OCF

25.35x

PEG

1.17x

Earnings Yield

3.13%

FCF Yield

2.32%

OCF Yield

3.94%

Median P/E

27.16x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +16.2%

Net Income +33.1%

EPS +35.4%

FCF +19.2%

EBITDA +23.8%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +15.3%

Rev CAGR 5Y +17.4%

EPS CAGR 3Y +27.2%

EPS CAGR 5Y +28.0%

FCF CAGR 3Y +25.8%

FCF CAGR 5Y +16.3%

EBITDA CAGR 3Y +26.2%

EBITDA CAGR 5Y +25.0%

Payout Ratio

31.75%

Buyback Yield

1.64%

Dividend Yield

1.19%

Total Shareholder Return

2.71%

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

$74.75

Median 1Y

$80.32

5th Pctile

$64.77

95th Pctile

$99.59

Ann. Volatility

13.2%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	31.94
Portfolio P/B	11.88
Portfolio P/S	8.21
EV/EBITDA	22.00
EV/Revenue	8.46
P/FCF	43.05
P/OCF	25.35
PEG	1.17
Earnings Yield	3.13%
FCF Yield	2.32%
OCF Yield	3.94%
Median P/E	27.16

Profitability & Returns (9)

Metric	Value
Gross Margin	55.31%
Operating Margin	29.49%
Net Margin	25.66%
FCF Margin	18.56%
ROE	41.41%
ROA	13.10%
ROIC	32.77%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.62
Debt/Assets	0.20
Net Debt/EBITDA	0.14
Interest Coverage	14.13
Current Ratio	0.84
Quick Ratio	0.79

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	16.17%
Net Income Growth	33.14%
EPS Growth	35.37%
FCF Growth	19.22%
EBITDA Growth	23.82%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	15.35%
Revenue CAGR 5Y	17.42%
Revenue CAGR 10Y	—
EPS CAGR 3Y	27.22%
EPS CAGR 5Y	28.04%
EPS CAGR 10Y	—
FCF CAGR 3Y	25.81%
FCF CAGR 5Y	16.32%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	26.22%
EBITDA CAGR 5Y	25.01%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	25.62%
Net Income CAGR 5Y	26.83%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	64.7
IS Profitability	72.0
IS Balance Sheet	64.8
IS Earnings Quality	68.7
IS Growth	62.5
IS Value	45.4
IS Momentum	78.6
IS Safety	86.4
IS Quality	75.8
Altman Z-Score	15.07
Piotroski F-Score	6.97
Beneish M-Score	-2.47
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.19%
Payout Ratio	31.75%
Buyback Yield	1.64%
Total Shareholder Return	2.71%

Growth Stability (4)

Metric	Value
Revenue Stability	0.807
Earnings Stability	0.554
Earnings Persistence	0.789
Margin Stability	0.896

Medians (3)

Metric	Value
Median P/E	27.16
Median P/B	5.49
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	65.65%
Holdings Matched	83
Total Holdings	85