VWIAX
Vanguard Wellesley Income Fund Admiral Shares
1W: -0.4%
1M: -0.3%
3M: -2.1%
YTD: +1.1%
1Y: +3.9%
3Y: +20.9%
5Y: +14.7%
$62.86
+0.30 (+0.48%)
Weekly Expected Move ±0.7%
$62
$62
$63
$63
$64
Key Statistics
AUM$48.5B
Holdings77
Top 10 Wt9.3%
Volume0
Avg Volume0
Beta0.73
Portfolio Fundamentals
P/E33.7
P/B5.8
Div Yield2.64%
ROE17.6%
% Profitable5%
Inception2001-05-14
Sector Allocation
Other
62.5%
Financial Services
7.8%
Healthcare
5.7%
Technology
4.2%
Industrials
3.6%
Consumer Defensive
3.6%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Broadcom Inc | AVGO | 1.77% | $848.9M | 2,742,874 |
| 2 | Merck & Co Inc | MRK | 1.17% | $557.6M | 4,635,428 |
| 3 | Diamondback Energy Inc | FANG | 0.93% | $446.8M | 2,258,800 |
| 4 | Johnson & Johnson | JNJ | 0.93% | $442.6M | 1,810,626 |
| 5 | United States Treasury Note/Bond 3.50% 02/28/2031 | — | 0.91% | $435.5M | 4,441,327 |
| 6 | Bank of America Corp | BAC | 0.85% | $407.4M | 8,356,337 |
| 7 | UNILEVER PLC-SPONSORED ADR | UL | 0.84% | $402.8M | 7,069,655 |
| 8 | Cisco Systems Inc | CSCO | 0.80% | $381.7M | 4,919,411 |
| 9 | United States Treasury Note/Bond 4.13% 02/15/2036 | — | 0.80% | $380.6M | 3,866,971 |
| 10 | T-Mobile US Inc | TMUS | 0.71% | $341.2M | 1,624,749 |