VWELX - Vanguard Wellington Fund Investor Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD
42.75
+0.05 (+0.12%)
At close: 8:00PM EDT
Stock chart is not supported by your current browser
Previous Close42.70
YTD Return14.59%
Expense Ratio (net)0.25%
CategoryAllocation--50% to 70% Equity
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingAverage
Sustainability Rating
Net Assets106.14B
Beta (3Y Monthly)1.01
Yield2.50%
5y Average ReturnN/A
Holdings Turnover34.00%
Last Dividend0.12
Average for CategoryN/A
Inception DateJul 1, 1929
  • 13 Ways to Simplify Your Finances
    Kiplinger

    13 Ways to Simplify Your Finances

    We know you're stressed out. With everything you're expected to keep up with in a day, it may help to find ways to make your life a little easier here and there. Our strategies can help you simplify, streamline and organize your financial life to free up both time and cash. Take a look.

  • Morningstar

    What an Impending Manager Change Means for Venerable Vanguard Wellington

    The following is our latest Fund Analyst Report for Vanguard Wellington VWELX . Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. An experienced team employing a time-tested, risk-aware process, combined with low fees, underlie Vanguard Wellington's Morningstar Analyst Rating of Gold.

  • How to Make a Million (or More!)
    Kiplinger

    How to Make a Million (or More!)

    Four success stories -- and guidance on how you, too, could reach this milestone.

  • Morningstar

    Vanguard Gets It Mostly Right With Actively Managed ESG Fund

    The new offering, which launches later this year, has a well-conceived approach, a quality subadvisor, and, of course, low fees.

  • 3 of America's Best Fund Houses to Gain in 2019
    Zacks

    3 of America's Best Fund Houses to Gain in 2019

    Vanguard has been the best performer among the three big players in the mutual fund space.

  • The 5 Best Mutual Funds for a Rocky Market
    Kiplinger

    The 5 Best Mutual Funds for a Rocky Market

    The stock market has given investors a bad case of whiplash over the past few months. In December, the Standard & Poor's 500-stock index tumbled 9%. Since then, however, the benchmark has reversed course and climbed 11%.When the market makes violent swings, the worst thing you can do is to try to stay in sync with it by selling when stocks fall and purchasing when they rebound. But if you own a fistful of volatile funds - even excellent ones - a market like today's can sucker you into making the wrong trades.The solution? If you've made a bad trade or two, or simply are losing sleep over the potential for another bout of market rockiness, consider replacing one or two of your most volatile funds - no matter how good they are - for more placid vehicles.Excellent work by Russel Kinnel at Morningstar has shown that individual investors have a much easier time holding on to less volatile funds than more volatile fare. Consequently, investors in those lower-risk funds, on average, tend to make more money over time than do investors in jackrabbit funds.The point, after all, isn't to own funds that will beat the benchmark in full-throttle bull markets. Less volatile funds likely will outpace the indexes during bear markets and earn healthy overall returns over a full market cycle while giving you more peace of mind.Here are five of the best mutual funds for a jumpy market like today's. Some are pure stock funds, while others hold some bonds. SEE ALSO: The 25 Best Low-Fee Mutual Funds You Can Buy

  • The 6 Best Vanguard Funds to Own in a Bear Market
    Kiplinger

    The 6 Best Vanguard Funds to Own in a Bear Market

    If you've built a solid portfolio of funds, the last thing you want to do is tear it apart and build a new one simply because the stock market is doing one of its periodic swan dives. But that doesn't mean you shouldn't tinker around the edges in a market that acts like it wants to go down. You might cut, say, 5% of your stock allocation and put the proceeds into a low-risk bond fund. If you think your investments need more rearranging, you might take your most volatile fund and replace it with a lower-risk offering. Where to look for a replacement? Vanguard funds include a fistful of first-rate defensive offerings that, while they'll still likely lose money in a bear market, they should still hold up better than most other funds. Here are the six best Vanguard funds to own in a bear market. Note: Some of these funds are only available directly from the low-cost provider. At the same time, if you use a discount broker, you may be able to buy cheaper Admiral shares without meeting Vanguard's minimum, which typically ranges from $10,000 to $50,000 depending on the fund. ### SEE ALSO: The 25 Best Low-Fee Mutual Funds You Can Buy

  • 4 Funds Worth Making the Extra Effort to Buy
    Kiplinger

    4 Funds Worth Making the Extra Effort to Buy

    These members of the Kiplinger 25, the collection of our favorite no-load mutual funds, require new investors to jump some hurdles in order to buy initial shares -- but we think you should endure the hassle.

  • Kiplinger

    Vanguard Wellington

    Symbol: VWELXExpense Ratio: 0.25%