Vanguard Wellington Fund Investor Shares
Limited financial coverage for VWELX.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
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.
- IPO
- 1980
- HQ
- Malvern, PA, US
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Peers in the same neighborhood.
- Market Cap
- $125.32B
- Div Yield
- 10.87%
- 52W High
- $49.26
- 52W Low
- $42.13
- 50D MA
- $47.13
- 200D MA
- $45.95
- Beta
- 0.89
- RSI (14)
- 52
- Avg Volume
- 0
No earnings-call transcripts are available for VWELX yet.
- Free Float
- 0.0%
- Shares Outstanding
- 2.65B
- Float Shares
- 0
of shares held by institutions
3 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Mcilrath & Eck, LLC | 23.16K | ▲ 23.16K |
| Coston, Mcisaac & Partners | 2.82K | ▲ 223 |
| Vermillion Wealth Management, Inc. | 1.39K | ▲ 1.39K |
| Nbt Bank N A /Ny | 1.25K | ▲ 1.25K |
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