Vanguard Global Wellesley Income Fund Investor Shares
FundVGWIXNASDAQAbout
This income-focused balanced fund strategically diversifies investments across U.S. and international stocks as well as high-quality bonds. Uniquely, for a balanced portfolio, it allocates a significant portion—roughly two-thirds—to bonds, with the remaining one-third invested in equities. Given its global reach, investors should be aware of potential currency and country-specific risks. The fund's equity strategy centers on companies that have historically paid above-average dividends or are expected to increase their payouts. This specific approach aims to generate a more substantial quarterly income distribution compared to balanced funds without such an income emphasis. It is particularly well-suited for long-term investors seeking a steady income stream who are also comfortable with modest fluctuations in share price.
Key Facts
52-Week Range
Performance
Sector Exposure
- Basic Materials1.34%
- Communication Services5.64%
- Consumer Cyclical8.74%
- Consumer Defensive8.31%
- Energy8.61%
- Financial Services29.73%
- Healthcare11.69%
- Industrials6.47%
- Real Estate2.96%
- Technology7.45%
- Utilities9.06%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | MKTLIQ 12/31/2049 | 3.60% | $26.52M |
| TTE.PA | TotalEnergies SE | 1.49% | $10.95M |
| — | Bundesrepublik Deutschland Bundesanleihe 11/15/2028 | 1.33% | $9.81M |
| — | Bundesrepublik Deutschland Bundesanleihe 2.20% 02/15/2034 | 1.27% | $9.34M |
| FBK.MI | FinecoBank Banca Fineco SpA | 1.15% | $8.46M |
| 1299.HK | AIA Group Ltd | 1.13% | $8.30M |
| 2330.TW | Taiwan Semiconductor Manufacturing Co Ltd | 1.12% | $8.25M |
| EQNR.OL | Equinor ASA | 1.10% | $8.13M |
| LAMR | Lamar Advertising Co | 1.09% | $8.05M |
| BA.L | BAE Systems PLC | 1.07% | $7.86M |
| AZN.L | AstraZeneca PLC | 1.03% | $7.61M |
| MRK | Merck & Co Inc | 1.03% | $7.61M |
| RY.TO | Royal Bank of Canada | 1.02% | $7.56M |
| HSBA.L | HSBC Holdings PLC | 1.00% | $7.41M |
| — | United States Treasury Note/Bond 3.50% 01/31/2028 | 0.97% | $7.19M |
| — | United States Treasury Note/Bond 4.13% 02/15/2036 | 0.96% | $7.11M |
| BNS.TO | Bank of Nova Scotia/The | 0.95% | $7.01M |
| KMB | Kimberly-Clark Corp | 0.91% | $6.73M |
| SRE | Sempra | 0.89% | $6.55M |
| ARES | Ares Management Corp | 0.84% | $6.23M |
| ENGI.PA | Engie SA | 0.84% | $6.22M |
| PM | Philip Morris International Inc | 0.84% | $6.21M |
| 7202.T | Isuzu Motors Ltd | 0.81% | $5.95M |
| DNB.OL | DNB Bank ASA | 0.81% | $5.94M |
| RKT.L | Reckitt Benckiser Group PLC | 0.80% | $5.86M |