Vanguard Wellington Fund Quote
| VWELX Fund | USD 42.12 0.23 0.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vanguard Wellington is trading at 42.12 as of the 23rd of March 2025; that is 0.54 percent down since the beginning of the trading day. The fund's open price was 42.35. Vanguard Wellington has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund invests 60 percent to 70 percent of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30 percent to 40 percent of the funds assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. More on Vanguard Wellington Fund
Moving against Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Vanguard, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of March 2023 |
| Fiscal Year End | November |
Vanguard Wellington Fund [VWELX] is traded in USA and was established 23rd of March 2025. Vanguard Wellington is listed under Vanguard category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Vanguard family. This fund at this time has accumulated 102.87 B in net assets with no minimum investment requirementsVanguard Wellington is currently producing year-to-date (YTD) return of 2.01% with the current yeild of 0.02%, while the total return for the last 3 years was 7.32%.
Check Vanguard Wellington Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Wellington Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Wellington Fund Mutual Fund Constituents
| PNC | PNC Financial Services | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| MCD | McDonalds | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| PRU | Prudential Financial | Stock | Financials |
Vanguard Wellington Risk Profiles
| Mean Deviation | 0.6926 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.54 | |||
| Risk Adjusted Performance | (0.12) |
Vanguard Wellington Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Wellington financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Wellington security.
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