VWINX
Vanguard Wellesley Income Fund Investor Shares
1W: -0.9%
1M: -4.1%
3M: -4.0%
YTD: -2.3%
1Y: -5.4%
3Y: +18.1%
5Y: +8.4%
$24.95
+0.03 (+0.12%)
Weekly Expected Move ±0.9%
$24
$25
$25
$25
$25
Key Statistics
AUM$45.5B
Holdings74
Top 10 Wt9.3%
Volume0
Avg Volume0
Beta0.71
Portfolio Fundamentals
P/E22.0
P/B4.0
Div Yield2.80%
ROE18.6%
% Profitable5%
Inception1980-01-02
Sector Allocation
Other
63.0%
Financial Services
7.5%
Healthcare
5.7%
Technology
5.1%
Consumer Defensive
3.5%
Utilities
3.2%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Broadcom Inc | 1YD.DE | 1.79% | $848.9M | 2,742,874 |
| 2 | Merck & Co Inc | 6MK.DE | 1.18% | $557.6M | 4,635,428 |
| 3 | United States Treasury Note/Bond | — | 1.06% | $501.3M | 511,246,100 |
| 4 | Diamondback Energy Inc | FANG | 0.94% | $446.8M | 2,258,800 |
| 5 | Johnson & Johnson | JNJ.SW | 0.93% | $442.6M | 1,810,626 |
| 6 | Bank of America Corp | BAC.SW | 0.86% | $407.4M | 8,356,337 |
| 7 | Cisco Systems Inc | 4333.HK | 0.80% | $381.7M | 4,919,411 |
| 8 | Unilever PLC | UL | 0.76% | $359.3M | 6,306,276 |
| 9 | United States Treasury Note/Bond | — | 0.73% | $344.2M | 349,698,600 |
| 10 | T-Mobile US Inc | TMUS.SW | 0.72% | $341.2M | 1,624,749 |