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Vanguard Wellington Inv (VWELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.27-0.21 (-0.47%)
At close: 08:01PM EDT

Overall portfolio composition (%)

Cash1.41%
Stocks65.32%
Bonds33.24%
Others0.00%
Preferred0.00%
Convertible0.04%

Sector weightings (%)

Sector(s)
VWELX
Basic materials
1.84%
Consumer cyclical
11.99%
Financial services
15.14%
Property
1.17%
Consumer defensive
5.05%
Healthcare
12.94%
Utilities
3.18%
Communication services
9.61%
Energy
4.50%
Industrials
6.19%
Technology
28.39%

Equity holdings

AverageVWELXCategory average
Price/Earnings0.0423.62
Price/book0.243.26
Price/sales0.372.32
Price/Cash flow0.0615.57
Median market cap315,614.2597,816.96
3-year earnings growth16.0815.47

Bond holdings

AverageVWELXCategory average
Maturity9.385.72
Duration4.154.49
Credit qualityN/AN/A

Bond ratings

Sector(s)VWELX
US government7.23%
AAA28.53%
AA10.30%
A44.83%
BBB16.31%
BB0.01%
B0.00%
Below B0.01%
Others0.01%

Top 10 holdings (25.89% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT5.60%
Alphabet Inc Class AGOOGL3.84%
Amazon.com IncAMZN3.66%
Apple IncAAPL2.77%
Meta Platforms Inc Class AMETA2.44%
JPMorgan Chase & CoJPM1.58%
Merck & Co IncMRK1.55%
Progressive CorpPGR1.53%
NVIDIA CorpNVDA1.50%
UnitedHealth Group IncUNH1.41%