VWINX
Vanguard Wellesley Income Fund Investor Shares
1W: -0.3%
1M: -4.4%
3M: -1.9%
YTD: -1.6%
1Y: +1.6%
3Y: +17.9%
5Y: +15.7%
$25.34
+0.06 (+0.24%)
Weekly Expected Move ±1.2%
$24
$25
$25
$25
$26
ETF-Level Metrics
AUM$49.4B
Holdings71
Top 10 Wt10.2%
Beta0.80
% Profitable4%
Coverage36%
Portfolio Valuation
P/E1164.1
P/B197.0
P/S157.5
EV/EBITDA15.3
P/FCF1031.2
PEG108.09
Profitability & Returns
Gross Margin51.5%
Net Margin13.5%
ROE17.3%
ROA2.3%
ROIC25.6%
Div Yield2.59%
Leverage & Liquidity
Debt/Equity1.19
Debt/Assets0.16
Net Debt/EBITDA-1.3x
Interest Cov1.4x
Current Ratio0.79
Quick Ratio0.77
Growth (YoY)
Revenue+7.4%
Net Income+26.7%
EPS+34.1%
FCF+30.4%
EBITDA+16.8%
Rev CAGR 3Y+5.1%
Quality Scores
Piotroski F6.6
Altman Z2.75
IS Quality69.6
IS Overall54.1
IS Value55.6
Median P/E21.2
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Other | 1488 | 62.9% | — |
| Financial Services | 16 | 8.2% | 17.1 |
| Healthcare | 10 | 5.7% | 24.4 |
| Industrials | 10 | 4.5% | 26.7 |
| Technology | 6 | 4.2% | 29.2 |
| Energy | 6 | 3.5% | 22.2 |
| Utilities | 6 | 3.2% | 24.3 |
| Consumer Defensive | 6 | 2.5% | 21.5 |
| Consumer Cyclical | 4 | 1.8% | 21.8 |
| Real Estate | 3 | 1.3% | 50.8 |
| Basic Materials | 3 | 1.1% | 23.0 |
| Communication Services | 1 | 0.5% | 20.4 |
Smart Money Overlap
20 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 1.65% | 4 | Bullish | 1 | 10 | -2.2% |
| JPM | JPMorgan Chase & Co. | 1.12% | 4 | Bullish | 14 | 9 | +0.2% |
| JNJ | Johnson & Johnson | 1.10% | 4 | Bullish | 12 | 2 | +0.4% |
| MRK | Merck & Co., Inc. | 1.00% | 4 | Bullish | 11 | 2 | +2.1% |
| COP | ConocoPhillips | 0.93% | 4 | Bullish | 1 | 3 | +22.3% |
| CSCO | Cisco Systems, Inc. | 0.73% | 4 | Bullish | 5 | 6 | +0.1% |
| SRE | Sempra | 0.68% | 4 | Bullish | 7 | 1 | +7.2% |
| LHX | L3Harris Technologies, Inc. | 0.61% | 4 | Bullish | 14 | 1 | +0.6% |
| MTB | M&T Bank Corporation | 0.59% | 4 | Bullish | 12 | 1 | -4.5% |
| AEP | American Electric Power Company, Inc. | 0.59% | 4 | Bullish | 24 | 2 | +1.2% |
| HON | Honeywell International Inc. | 0.56% | 4 | Bullish | 11 | 3 | -4.2% |
| EMR | Emerson Electric Co. | 0.54% | 4 | Bullish | 10 | 1 | +3.0% |
| FCX | Freeport-McMoRan Inc. | 0.52% | 4 | Bullish | 2 | 2 | +0.2% |
| PFE | Pfizer Inc. | 0.50% | 4 | Bullish | 11 | 2 | +6.6% |
| WMB | The Williams Companies, Inc. | 0.46% | 4 | Bullish | 12 | 1 | -0.9% |
| CME | CME Group Inc. | 0.39% | 4 | Bullish | 13 | 1 | +2.5% |
| FERG | Ferguson plc | 0.39% | 4 | Bullish | 28 | 1 | +7.0% |
| ATO | Atmos Energy Corporation | 0.31% | 4 | Bullish | 1 | 1 | +1.9% |
| CVS | CVS Health Corporation | 0.19% | 4 | Bullish | 26 | 2 | +2.3% |
| CAH | Cardinal Health, Inc. | 0.07% | 4 | Bullish | 1 | 1 | +0.3% |
Showing 50 of 1559 holdings
· Page 1 of 32
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | AVGO | 1.65% | $809.7M | 2,454,192 | 59.7 | $1.5T | Technology |
| 2 | Bank of America Corp | BAC | 1.32% | $649.4M | 12,586,771 | 11.9 | $354.4B | Financial Services |
| 3 | JPMorgan Chase & Co | JPM | 1.12% | $549.5M | 1,742,074 | 14.4 | $794.5B | Financial Services |
| 4 | Johnson & Johnson | JNJ | 1.10% | $537.7M | 2,899,782 | 22.0 | $585.7B | Healthcare |
| 5 | Merck & Co Inc | MRK | 1.00% | $491.5M | 5,856,234 | 16.5 | $298.8B | Healthcare |
| 6 | UnitedHealth Group Inc | UNH.BA | 0.97% | $474.4M | 1,373,793 | 20.9 | $370.0T | Healthcare |
| 7 | ConocoPhillips | COP | 0.93% | $455.9M | 4,819,808 | 19.6 | $159.5B | Energy |
| 8 | EQT Corp | EQT | 0.75% | $365.8M | 6,720,717 | 18.3 | $37.3B | Energy |
| 9 | Cisco Systems Inc | CSCO | 0.73% | $356.9M | 5,215,602 | 28.2 | $312.2B | Technology |
| 10 | American International Group Inc | AIG | 0.69% | $338.8M | 4,313,897 | 13.2 | $40.7B | Financial Services |
| 11 | Sempra | SRE | 0.68% | $333.8M | 3,709,170 | 35.3 | $64.8B | Utilities |
| 12 | Morgan Stanley | MS | 0.67% | $327.6M | 2,060,797 | 15.4 | $263.2B | Financial Services |
| 13 | Unilever PLC Private | — | 0.67% | $327.1M | 5,518,583 | — | — | — |
| 14 | Dominion Energy Inc | D | 0.64% | $312.2M | 5,104,144 | 17.9 | $55.2B | Utilities |
| 15 | Archer-Daniels-Midland Co | ADM | 0.61% | $301.3M | 5,043,426 | 33.1 | $35.5B | Consumer Defensive |
| 16 | PACCAR Inc | PCAR | 0.61% | $298.3M | 3,033,993 | 26.2 | $62.2B | Industrials |
| 17 | L3Harris Technologies Inc | LHX | 0.61% | $297.6M | 974,520 | 41.5 | $66.6B | Industrials |
| 18 | Gilead Sciences Inc | GILD.SW | 0.59% | $290.0M | 2,612,475 | — | $137.6B | Healthcare |
| 19 | M&T Bank Corp | MTB | 0.59% | $288.3M | 1,458,678 | 12.0 | $31.3B | Financial Services |
| 20 | American Electric Power Co Inc | AEP | 0.59% | $288.1M | 2,561,004 | 19.2 | $71.8B | Utilities |
| 21 | PPL Corp | PPL | 0.58% | $283.0M | 7,617,053 | 24.2 | $29.0B | Utilities |
| 22 | Crown Castle Inc | CCI | 0.57% | $278.0M | 2,881,298 | 83.1 | $37.0B | Real Estate |
| 23 | Honeywell International Inc | HON | 0.56% | $272.4M | 1,293,971 | 28.4 | $145.9B | Industrials |
| 24 | Philip Morris International Inc | PMI.SW | 0.55% | $271.4M | 1,672,997 | 21.7 | $210.2B | Consumer Defensive |
| 25 | NXP Semiconductors NV | NXPI | 0.54% | $266.1M | 1,168,523 | 24.3 | $49.2B | Technology |
| 26 | Emerson Electric Co | EMR | 0.54% | $264.9M | 2,019,647 | 32.0 | $74.1B | Industrials |
| 27 | Regions Financial Corp | RF | 0.53% | $261.7M | 9,923,061 | 10.7 | $22.9B | Financial Services |
| 28 | Coterra Energy Inc | CTRA | 0.53% | $259.7M | 10,979,275 | 15.3 | $26.2B | Energy |
| 29 | United States Treasury Note/Bond Bond | — | 0.53% | $258.8M | 257,984,700 | — | — | — |
| 30 | Industria de Diseno Textil SA | IXD1.DE | 0.52% | $301.7M | 4,642,626 | 25.4 | $158.0B | Consumer Cyclical |
| 31 | Freeport-McMoRan Inc | FCX | 0.52% | $255.8M | 6,522,136 | 40.3 | $88.2B | Basic Materials |
| 32 | State of Illinois Private | — | 0.51% | $251.6M | 247,297,843 | — | — | — |
| 33 | T-Mobile US Inc | TMUS | 0.51% | $248.6M | 1,038,372 | 20.4 | $225.3B | Communication Services |
| 34 | Pfizer Inc | PFE | 0.50% | $247.3M | 9,704,034 | 20.7 | $161.1B | Healthcare |
| 35 | TE Connectivity PLC | TEL | 0.50% | $245.4M | 1,118,001 | 29.8 | $61.4B | Technology |
| 36 | PPG Industries Inc | PPG | 0.50% | $244.4M | 2,325,369 | 14.7 | $23.1B | Basic Materials |
| 37 | Elevance Health Inc | ANTM | 0.50% | $243.2M | 752,769 | 11.8 | $114.6B | Healthcare |
| 38 | United States Treasury Note/Bond Bond | — | 0.49% | $239.4M | 237,452,800 | — | — | — |
| 39 | Targa Resources Corp | TRGP | 0.48% | $237.6M | 1,418,206 | 28.5 | $52.5B | Energy |
| 40 | Marsh & McLennan Cos Inc | MMC | 0.48% | $233.9M | 1,160,733 | 20.4 | $89.8B | Financial Services |
| 41 | Darden Restaurants Inc | DRI | 0.47% | $228.6M | 1,201,040 | 20.6 | $22.6B | Consumer Cyclical |
| 42 | Williams Cos Inc/The | WMB | 0.46% | $226.6M | 3,577,679 | 33.6 | $88.0B | Energy |
| 43 | Avery Dennison Corp | AVY | 0.46% | $226.1M | 1,394,050 | 19.3 | $13.2B | Industrials |
| 44 | United States Treasury Note/Bond Bond | — | 0.41% | $199.9M | 199,172,800 | — | — | — |
| 45 | AstraZeneca PLC Private | — | 0.41% | $199.7M | 2,602,613 | — | — | — |
| 46 | NetApp Inc | NTAP | 0.40% | $198.3M | 1,674,258 | 16.9 | $20.5B | Technology |
| 47 | Tractor Supply Co | TSCO | 0.40% | $196.9M | 3,461,624 | 21.1 | $23.1B | Consumer Cyclical |
| 48 | Keurig Dr Pepper Inc | KDP | 0.40% | $195.5M | 7,663,597 | 16.5 | $34.4B | Consumer Defensive |
| 49 | United States Treasury Note/Bond Bond | — | 0.39% | $191.8M | 191,460,500 | — | — | — |
| 50 | CME Group Inc | CME | 0.39% | $190.7M | 705,702 | 27.1 | $109.4B | Financial Services |