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Vanguard Wellington™ Fund Investor Shares (VWELX)

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46.33 -0.08    -0.17%
01:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Vanguard
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 13.66B
Vanguard Wellington Inv 46.33 -0.08 -0.17%

Vanguard Wellington™ Fund Investor Shares Overview

 
Find basic information about the Vanguard Wellington™ Fund Investor Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VWELX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9219351023)
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Rating
1-Year Change19.03%
Prev. Close46.41
Risk Rating
TTM Yield2.06%
ROE32.06%
IssuerVanguard
Turnover31%
ROA14.81%
Inception DateJul 01, 1929
Total Assets13.66B
Expenses0.25%
Min. Investment3,000
Market Cap382.91B
CategoryAllocation - - 50% to 70% Equity
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Vanguard Wellington™ Fund Investor Shares News


Market can rally further from here, says UBS
Market can rally further from here, says UBS By Investing.com - 9 hours ago 13

Investing.com -- UBS analysts see room for further gains in equity markets, buoyed by solid fundamentals and supportive macroeconomic data. Despite recent declines— the Nasdaq fell...

Vanguard Wellington™ Fund Investor Shares Analysis


Performance

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1138 1052 1248 1194 1544 2282
Fund Return 13.79% 5.17% 24.77% 6.08% 9.07% 8.6%
Place in category 197 553 193 150 155 58
% in Category 25 69 24 25 27 13

Top Equity Funds by Vanguard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 713.87B 20.59 10.12 -
  Vanguard 500 Index Admiral 552.77B 22.04 11.87 13.34
  Vanguard Total Stock Market Admiral 401.69B 20.58 10.10 12.77
  Vanguard Total Intl Stock Index Inv 214.44B 13.49 3.94 5.36
  Vanguard 500 Index Institutional Se 193.35B 22.07 11.90 -

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 110.29B 14.57 6.92 8.44
  Vanguard Wellington Admiral 100.41B 13.87 6.17 8.69
  American Funds American Balanced R6 55.34B 14.83 7.25 8.77
  Vanguard Balanced Index Adm 46.77B 14.11 5.56 8.54
  Fidelity Balanced K 42.26B 15.42 7.06 9.95

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 5.24 406.35 -6.03%
  Apple US0378331005 4.56 225.68 -1.92%
  NVIDIA US67066G1040 3.66 132.76 -4.72%
  Alphabet A US02079K3059 3.32 171.11 -1.92%
  Amazon.com US0231351067 3.17 186.40 -3.28%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Strong Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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VWELX Comments

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Jun 28, 2017 8:20AM ET
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is it going up?
Jeffery Elliott
Jeffery Elliott Jun 28, 2017 8:20AM ET
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I doubt it!
Warren Wesley
Warren Wesley Jun 28, 2017 8:20AM ET
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...largest holding is apple, 4%. if apple begins to recover.
Jesse
Jesse Jun 28, 2017 8:20AM ET
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No! Us is heading for crazy stock losses.... I think it may hit 20$ then gradually uptick with the market after the crash.
 
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