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Vanguard Wellington Inv (VWELX)

46.64 -0.59 (-1.25%)
At close: 8:08:35 PM EDT
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  • Previous Close 47.23
  • YTD Return 5.86%
  • Expense Ratio 0.24%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 120.35B
  • Beta (5Y Monthly) 0.86
  • Yield 1.98%
  • 5y Average Return --
  • Holdings Turnover 62.00%
  • Last Dividend 0.71
  • Inception Date Jul 1, 1929

The fund employs an active management approach, typically investing 60%-70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. It typically invests the remaining 30% to 40% of its assets mainly in fixed income securities that the advisor believes will generate a moderate level of current income.

Vanguard

Fund Family

Allocation--50% to 70% Equity

Fund Category

120.35B

Net Assets

1929-07-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Allocation--50% to 70% Equity.

YTD Return

VWELX
5.86%
Category
9.69%

1-Year Return

VWELX
9.21%
Category
27.06%

3-Year Return

VWELX
15.77%
Category
11.00%

5-Year Return

VWELX
8.22%
Category
10.26%

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