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Vanguard Wellesley® Income Fund Admiral™ Shares (VWIAX)

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59.81 +0.21    +0.35%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 42.33B
Vanguard Wellesley Income Admiral 59.81 +0.21 +0.35%

Vanguard Wellesley® Income Fund Admiral™ Shares Overview

 
On this page you'll find an in-depth profile of Vanguard Wellesley® Income Fund Admiral™ Shares. Learn about the key management, total assets, investment strategy and contact information of VWIAX among other information.
Category

Allocation--30% to 50% Equity

Total Assets

42.33B

Expenses

0.16%

Inception Date

May 14, 2001

Investment Strategy

The investment seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.

Contact Information

Address 100 Vanguard Boulevard
Malvern,PA 19355
United States
Phone +1 8776627447
Web www.vanguard.com

Top Executives

Name Title Since Until
Matthew C Hand Equity Portfolio Manager 2021 Now
Biography As a portfolio manager on the Value Team, Matt manages equity assets on behalf of clients, drawing on research from Wellington’s investment platform. He also conducts fundamental analysis for the team, focusing on the consumer, and real estate industries. He is based out of Wellington’s Radnor, Pennsylvania, office. Matt joined Wellington Management in 2004 after he earned his BA in economics from the University of Pennsylvania (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia and the CFA Institute.
Loren L. Moran Managing Director 2017 Now
Biography Loren L. Moran, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager for the fixed income portion of the Fund since 2017 and securities analysis for the fixed income portion of the Fund since 2014. She has worked in investment management since 2001, has been with Wellington Management since 2014. Education: B.S., Georgetown University.
W. Michael Reckmeyer Senior Managing Director 2007 2022
Biography W. Michael Reckmeyer, III, CFA, is Senior Managing Director , Partner, and Equity Portfolio Manager. Reckmeyer joined Wellington Management as an investment professional in 1994. As a member of the Value Team, Mike manages portfolios that have an emphasis on dividend income. Mike's mandate is to focus his research effort on large-capitalization, value-oriented stocks. While his research may include any industry, his primary area of coverage is insurance. Mike began his investment career in 1984 when he worked as an analyst following electrical equipment, aerospace, and pollution control companies (1984 —1986). This experience was followed by eight years at Kemper Financial Services where his research focus included paper and forest products, environmental services, and cable and cellular companies (1986 —1994). He received both his MBA (1984) and his BS in mechanical engineering (1981) from the University of Wisconsin. Mike holds the Chartered Financial Analyst designation and is a member of the Philadelphia Financial Analyst Society.
Michael E. Stack Senior Managing Director 2017 2021
Biography Michael E. Stack is Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Mr. Stack joined Wellington Management as an investment professional in 2000. Michael E. Stack, announced his plan to retire and withdraw from the partnership of Wellington Management’s parent company, and effective June 30, 2021, he will no longer serve as a portfolio manager for the Fund.
John C. Keogh Senior Vice President 2008 2019
Biography John C. Keogh is Senior Vice President, Partner, and Fixed Income Portfolio Manager. As a fixed income portfolio manager, John is responsible for the management of investment grade fixed income portfolios, primarily for mutual fund and insurance clients. He is chair of the Fixed Income Review Group, which reviews the firm's fixed income portfolios to ensure that they meet client objectives and expectations. In addition, John serves on the CBO (Collateralized Bond Obligation) Investment Review Group. Prior to joining Wellington Management in 1983, John worked at Connecticut National Bank in the Portfolio Management, Economics, Funding, and Capital Markets Groups (1979 —1983). John received his BA in economics from Tufts University (1979).
John R. Ryan Senior Vice President, equity Portfolio Manager 1986 2008
Biography Ryan is senior vice president and equity portfolio manager of Wellington Management. Ryan joined Wellington Management as an investment professional in 1981. Ryan holds the Chartered Financial Analyst designation.
Earl E. McEvoy Senior Vice President 1982 2008
Biography McEvoy is senior vice president and portfolio manager with Wellington Management Company, his employer since 1978. Previously, he spent two years with Boston Consulting Group and four years with First National Bank of Boston.
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Thomas Drake
Thomas Drake Mar 21, 2023 1:47PM ET
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VWIAX and VWINX were very early Vanguard funds operated by Wellington of Boston. it’s historically a good conservative income generator from bonds and stocks. Very few stock funds are rated buys here at this time, but I’ll be rebuying it as the stick bear market plays out. For now bonds are a safer shorter term bet.
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Thomas Drake
Thomas Drake Mar 21, 2023 1:47PM ET
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Stock bear market that is
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Charles ODonnell
Charles ODonnell Mar 21, 2023 1:47PM ET
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Don't you think ESG has played a role in reducing both VWIAX and VWINX funds. I was invested in both heavily for 7-8 years thinking I would kick back during retirement with these...but changed my mind due to their ESG agenda which I believe hurt my financial goals.
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Warren Wesley
Warren Wesley Mar 21, 2023 1:47PM ET
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heavy load to bonds. big payout in December
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Warren Wesley
Warren Wesley Mar 21, 2023 1:47PM ET
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Warren Wesley very low fee to carry. influence greatly by interest rates.
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