VWELX - Vanguard Wellington Fund Investor Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Overall Portfolio Composition (%)

Cash2.70%
Stocks63.97%
Bonds32.76%
Others0.00%
Preferred0.00%
Convertable0.57%

Sector Weightings (%)

Sector
VWELX
Basic Materials
1.63%
CONSUMER_CYCLICAL
5.80%
Financial Services
22.66%
Realestate
2.79%
Consumer Defensive
7.37%
Healthcare
14.36%
Utilities
4.88%
Communication Services
7.53%
Energy
6.85%
Industrials
10.33%
Technology
15.80%

Equity Holdings

AverageVWELXCategory Average
Price/Earnings17.5718.72
Price/Book2.412.51
Price/Sales1.881.67
Price/Cashflow11.8712.28
Median Market Cap131,623.4475,192.84
3 Year Earnings Growth12.2815.34

Bond Holdings

AverageVWELXCategory Average
Maturity10.27.25
Duration7.55
Credit QualityN/AN/A

Bond Ratings

SectorVWELX
US Government0.00%
AAA27.99%
AA12.25%
A41.10%
BBB18.48%
BB0.08%
B0.00%
Below B0.00%
Others0.10%

Top 10 Holdings (19.72% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Microsoft CorpMSFT3.24%
Verizon Communications IncVZ2.51%
JPMorgan Chase & CoJPM2.39%
Bank of America CorpBAC2.15%
Alphabet Inc AGOOGL2.00%
Comcast Corp Class ACMCSA1.78%
Chubb LtdCB1.63%
Chevron CorpCVX1.58%
Medtronic PLCMDT1.26%
AstraZeneca PLC ADRAZN.L1.18%