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Morningstar

Vanguard Wellington™ Inv VWELX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 40.47  /  0.00
  • Total Assets 102.9 Bil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.08%
  • Turnover 41%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:18 PM GMT+0

Morningstar’s Analysis VWELX

Will VWELX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VWELX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VWELX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of VWELX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An excellent active allocation fund.

Director Jason Kephart

Jason Kephart

Director

Summary

An experienced team with deep resources continues to support venerable Vanguard Wellington. Combined with low fees, this results in a Morningstar Analyst Rating of Gold for both its share classes.

by Jason Kephart
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VWELX

More VWELX Holdings
  • Current Portfolio Date
  • Equity Holdings 84
  • Bond Holdings 1257
  • Other Holdings 26
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.11
5,299,808,233
Technology

Alphabet Inc Class A

3.02
3,133,862,649
Communication Services

Apple Inc

2.70
2,801,852,013
Technology

Amazon.com Inc

2.10
2,175,598,406
Consumer Cyclical

Progressive Corp

1.67
1,732,167,762
Financial Services

Meta Platforms Inc Class A

1.65
1,707,007,360
Communication Services

UnitedHealth Group Inc

1.51
1,568,138,214
Healthcare

HCA Healthcare Inc

1.50
1,556,891,968
Healthcare

Texas Instruments Inc

1.50
1,556,374,874
Technology

Coca-Cola Co

1.43
1,482,513,836
Consumer Defensive