Vanguard Wellington Fund Investor Shares
FundVWELXNASDAQAbout
Dating back to its inception in 1929, the Wellington Fund stands as Vanguard's longest-standing mutual fund and the pioneering balanced fund in the United States. Its investment strategy typically allocates approximately two-thirds of assets to equities and the remaining one-third to fixed-income securities. A hallmark of this fund is its extensive diversification, with investments in both stocks and bonds spanning all economic sectors. This approach ensures that the performance of one or two specific holdings does not disproportionately influence the overall fund. It is particularly well-suited for investors with a long-term perspective who prioritize capital appreciation and are comfortable navigating periods of market fluctuation. Such individuals might find it an excellent foundational component for their investment portfolio.
Key Facts
52-Week Range
Performance
Sector Exposure
- Basic Materials2.13%
- Cash & Others0.00%
- Communication Services12.32%
- Consumer Cyclical10.85%
- Consumer Defensive4.41%
- Energy4.39%
- Financial Services10.61%
- Healthcare9.85%
- Industrials8.52%
- Real Estate2.59%
- Technology31.83%
- Utilities2.50%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| NVDA | NVIDIA Corp | 5.59% | $6.37B |
| GOOGL | Alphabet Inc | 4.13% | $4.70B |
| MSFT | Microsoft Corp | 4.08% | $4.65B |
| AAPL | Apple Inc | 3.70% | $4.21B |
| AMZN | Amazon.com Inc | 3.09% | $3.52B |
| AVGO | Broadcom Inc | 2.24% | $2.55B |
| META | Meta Platforms Inc | 1.68% | $1.91B |
| WFC | Wells Fargo & Co | 1.64% | $1.87B |
| MRK | Merck & Co Inc | 1.23% | $1.41B |
| LLY | Eli Lilly & Co | 1.14% | $1.30B |
| MA | Mastercard Inc | 1.12% | $1.28B |
| BLK | Blackrock Inc | 1.06% | $1.20B |
| NDAQ | Nasdaq Inc | 1.02% | $1.16B |
| SRE | Sempra | 0.96% | $1.09B |
| TMUS | T-Mobile US Inc | 0.93% | $1.06B |
| SPG | Simon Property Group Inc | 0.91% | $1.04B |
| TRGP | Targa Resources Corp | 0.90% | $1.03B |
| TSLA | Tesla Inc | 0.88% | $997.93M |
| NOC | Northrop Grumman Corp | 0.85% | $963.47M |
| HD | Home Depot Inc/The | 0.80% | $910.87M |
| BATS.L | British American Tobacco PLC | 0.78% | $885.22M |
| WELL | Welltower Inc | 0.77% | $873.25M |
| XOM | Exxon Mobil Corp | 0.74% | $843.34M |
| GWW | WW Grainger Inc | 0.74% | $838.66M |
| ETN | Eaton Corp PLC | 0.71% | $805.35M |