VWELX Mutual Fund
VWELX Mutual Fund
VWELX Mutual Fund
Vanguard Wellington Fund Investor Class
VWELX Mutual Fund Overview
VWELX Mutual Fund (Vanguard Wellington Fund Investor Class) is managed by Vanguard (US) with $12.79B in net assets. VWELX expense ratio is 0.24%, holding 1664 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1929-07-01.
VWELX performance shows a YTD return of 5.76%. The 1-year return is 15.55% and the 5-year return is 8.45%. VWELX dividend yield stands at 2.26%, paid quarterly.
VWELX top holdings include Nvidia Corp (5.4%), 'alphabet Inc., Class 'a'' (4.2%), Apple Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.9%), Amazon.Com Inc (2.8%). View all VWELX holdings, sector breakdown, or dividend history.
VWELX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VWELX alternatives are available via the screener, along with tax-loss harvesting opportunities.