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 Dow Down0.02% Nasdaq Up0.39%

Vanguard Wellington™ Inv (VWELX)

39.88 Down 0.12(0.30%) Jul 10

Holdings as of Mar 30, 2014Get Holdings for:
Overall Portfolio Composition (%) 
Cash:2.35
Stocks:63.28
Bonds:32.82
Other:1.07
Top 10 Holdings (15.94% of Total Assets) 
CompanySymbol% AssetsYTD Return %
Wells Fargo & Company Common StWFC2.2917.56
Merck & Company, Inc. Common StMRK1.8618.66
Microsoft CorporationMSFT1.7013.42
JP Morgan Chase & Co. Common StJPM1.690.43
Verizon Communications Inc. ComVZ1.642.63
Exxon Mobil Corporation Common XOM1.621.46
Chevron Corporation Common StocCVX1.406.16
Comcast CorporationCMCSA1.314.99
Johnson & Johnson Common StockJNJ1.2417.08
FNMAN/A1.19N/A
Get Quotes for Top 10 Holdings
Equity Holdings 
AveragesVWELXCategory Avg
Price/Earnings14.9116.07
Price/Book2.022.02
Price/Sales1.421.46
Price/Cashflow5.876.08
Median Market Cap96.18K45.67K
3 Year Earnings Growth12.40%12.26%
Sector Weightings (%)  
Sector VWELXCategory Avg
Basic Materials
 
1.554.31
Consumer Cyclical
 
6.1911.74
Financial Services
 
21.0316.78
Realestate
 
0.233.03
Consumer Defensive
 
8.408.75
Healthcare
 
18.6513.00
Utilities
 
3.193.23
Communication Services
 
4.923.72
Energy
 
10.619.47
Industrials
 
13.0612.04
Technology
 
12.1813.92
Bond Ratings (%)  
SectorVWELXCategory Avg
US GOVERNMENTN/AN/A
AAA28.8641.78
AA13.5511.31
A40.9315.56
BBB16.6615.92
BB0.005.47
B0.003.68
BELOW B0.001.01
OTHER0.005.27
Bond Holdings 
AveragesVWELXCategory Avg
Maturity8.806.26
Duration6.024.36
Credit QualityNaNBelowB