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 $12.40B in net assets. VWELX expense ratio is 0.24%, holding 1664 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1929-07-01.
VWELX performance shows a YTD return of 4.68%. The 1-year return is 12.62% and the 5-year return is 7.70%. VWELX dividend yield stands at 10.98%, paid quarterly.
VWELX top holdings include Nvidia Corp. (5.4%), Alphabet Inc Common Stock USD 0.001 (4.2%), Apple, Inc (4.0%), Microsoft Corp (3.9%), Amazon.Com Inc (2.8%). Go to all VWELX holdings, VWELX sectors, or VWELX dividends.
VWELX can be compared against other funds. Use VWELX overlap to find shared positions, or VWELX vs another fund for a side-by-side view. VWELX alternatives are available via the screener, along with tax-loss harvesting opportunities.