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    Vanguard Wellington Inv (VWELX)

    40.53 Up 0.02(0.05%) Feb 27

    Holdings as of Sep 29, 2016Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:0.78
    Stocks:64.36
    Bonds:32.80
    Other:2.03
    Top 10 Holdings (17.23% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Merck & Company, Inc. Common StMRK2.08N/A
    Microsoft CorporationMSFT2.06N/A
    Comcast CorporationCMCSA1.85N/A
    Alphabet Inc.GOOGL1.76N/A
    Intel CorporationINTC1.73N/A
    Chevron Corporation Common StocCVX1.66N/A
    JP Morgan Chase & Co. Common StJPM1.64N/A
    Wells Fargo & Company Common StWFC1.64N/A
    D/B/A Chubb Limited New Common CB1.46N/A
    Verizon Communications Inc. ComVZ1.35N/A
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesVWELXCategory Avg
    Price/Earnings17.2118.74
    Price/Book2.072.35
    Price/Sales1.561.72
    Price/Cashflow8.679.19
    Median Market Cap98.38K53.38K
    3 Year Earnings Growth12.26%10.83%
    Sector Weightings (%)  
    Sector VWELXCategory Avg
    Basic Materials
     
    1.824.25
    Consumer Cyclical
     
    4.9211.45
    Financial Services
     
    22.1316.99
    Realestate
     
    0.172.69
    Consumer Defensive
     
    6.948.95
    Healthcare
     
    18.5213.47
    Utilities
     
    3.842.99
    Communication Services
     
    5.584.08
    Energy
     
    10.677.20
    Industrials
     
    11.5111.19
    Technology
     
    13.9016.74
    Bond Ratings (%)  
    SectorVWELXCategory Avg
    US GOVERNMENTN/AN/A
    AAA23.8939.42
    AA15.185.99
    A42.3815.42
    BBB18.3016.13
    BB0.009.82
    B0.007.96
    BELOW B0.001.72
    OTHER0.253.55
    Bond Holdings 
    AveragesVWELXCategory Avg
    Maturity9.905.64
    Duration6.674.39
    Credit QualityNaNBelowB