VWIAX
Vanguard Wellesley Income Fund Admiral Shares
1W: -0.3%
1M: -4.4%
3M: -1.9%
YTD: -1.6%
1Y: +1.7%
3Y: +18.1%
5Y: +16.1%
$61.37
+0.15 (+0.25%)
Weekly Expected Move ±1.0%
$59
$60
$61
$61
$62
Key Statistics
AUM$49.4B
Holdings78
Top 10 Wt9.5%
Volume0
Avg Volume0
Beta0.80
Portfolio Fundamentals
P/E24.6
P/B4.6
Div Yield2.67%
ROE19.0%
% Profitable5%
Inception2001-05-14
Sector Allocation
Other
62.3%
Financial Services
7.8%
Healthcare
6.2%
Technology
4.5%
Industrials
4.5%
Consumer Defensive
3.3%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Broadcom Inc | AVGO | 2.04% | $980.2M | 2,832,099 |
| 2 | Merck & Co Inc | MRK | 1.16% | $559.6M | 5,316,172 |
| 3 | Bank of America Corp | BAC | 1.06% | $510.5M | 9,282,382 |
| 4 | Johnson & Johnson | JNJ | 0.96% | $463.5M | 2,239,877 |
| 5 | United States Treasury Note/Bond 3.50% 10/31/2027 | — | 0.80% | $387.7M | 387,580,600 |
| 6 | ConocoPhillips | COP | 0.80% | $383.8M | 4,100,222 |
| 7 | United States Treasury Note/Bond 4.25% 08/15/2035 | — | 0.75% | $360.1M | 357,079,100 |
| 8 | JPMorgan Chase & Co | JPM | 0.74% | $357.4M | 1,109,212 |
| 9 | UnitedHealth Group Inc | UNH | 0.71% | $342.3M | 1,037,045 |
| 10 | UNILEVER PLC-SPONSORED ADR | UL | 0.69% | $332.1M | 5,078,003 |