Vanguard Global Wellington Fund Investor Shares
FundVGWLXNASDAQAbout
This fund typically allocates around two-thirds of its holdings to a combination of U.S. and international stocks, while the remaining third is invested in domestic and foreign bonds. It achieves extensive diversification by spreading its equity and fixed-income investments across all major economic sectors. This broad strategy is crucial for minimizing risk, ensuring that no single asset significantly impacts the fund's overall performance. Due to its global exposure to both equities and high-quality bonds, investors should be aware of potential currency fluctuations and country-specific risks. This offering is particularly well-suited for long-term investors seeking a blend of capital growth and income, who are also comfortable with the natural ups and downs of the stock and bond markets.
Key Facts
52-Week Range
Performance
Sector Exposure
- Basic Materials4.09%
- Cash & Others0.01%
- Communication Services4.07%
- Consumer Cyclical6.51%
- Consumer Defensive6.14%
- Energy6.71%
- Financial Services19.30%
- Healthcare13.96%
- Industrials13.58%
- Real Estate1.51%
- Technology18.13%
- Utilities5.99%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | MKTLIQ 12/31/2049 | 2.49% | $73.28M |
| GOOGL | Alphabet Inc | 1.90% | $56.09M |
| MRK | Merck & Co Inc | 1.86% | $54.63M |
| TTE.PA | TotalEnergies SE | 1.76% | $51.88M |
| 2330.TW | Taiwan Semiconductor Manufacturing Co Ltd | 1.67% | $49.12M |
| MSFT | Microsoft Corp | 1.60% | $46.99M |
| 005930.KS | Samsung Electronics Co Ltd | 1.42% | $41.93M |
| JNJ | Johnson & Johnson | 1.31% | $38.50M |
| DUK | Duke Energy Corp | 1.31% | $38.47M |
| 4063.T | Shin-Etsu Chemical Co Ltd | 1.24% | $36.51M |
| AZN.L | AstraZeneca PLC | 1.17% | $34.39M |
| BAC | Bank of America Corp | 1.15% | $33.98M |
| CTRA | Coterra Energy Inc | 1.13% | $33.14M |
| CSCO | Cisco Systems Inc | 1.07% | $31.46M |
| CB | Chubb Ltd | 1.03% | $30.34M |
| MRSH | Marsh & McLennan Cos Inc | 1.03% | $30.33M |
| HON | Honeywell International Inc | 1.03% | $30.32M |
| 1299.HK | AIA Group Ltd | 1.01% | $29.66M |
| SRE | Sempra | 1.00% | $29.38M |
| ULVR.L | Unilever PLC | 1.00% | $29.36M |
| HD | Home Depot Inc/The | 0.99% | $29.09M |
| BNP.PA | BNP Paribas SA | 0.98% | $28.96M |
| BA.L | BAE Systems PLC | 0.96% | $28.26M |
| 7202.T | Isuzu Motors Ltd | 0.92% | $27.11M |
| NOKIA.HE | Nokia Oyj | 0.91% | $26.70M |