Vanguard Wellington Fund Admiral Shares
Limited financial coverage for VWENX.
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
Tracing its origins back to 1929, the Wellington Fund holds the distinction of being Vanguard's inaugural mutual fund and the longest-standing balanced fund in the nation. Its investment approach typically allocates approximately two-thirds of its assets to equities and the remaining one-third to fixed-income securities. A key feature of this fund is its extensive diversification, accomplished by investing in both stocks and bonds across a comprehensive range of economic sectors.
- IPO
- 2001
- HQ
- Malvern, PA, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $125.33B
- Div Yield
- 10.95%
- 52W High
- $85.06
- 52W Low
- $72.74
- 50D MA
- $81.38
- 200D MA
- $79.35
- Beta
- 0.89
- RSI (14)
- 52
- Avg Volume
- 0
No earnings-call transcripts are available for VWENX yet.
- Free Float
- 0.0%
- Shares Outstanding
- 1.53B
- Float Shares
- 0
of shares held by institutions
7 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Wealthspire Advisors, LLC | 122.22K | ▲ 122.22K |
| North Star Asset Management Inc | 16.38K | ▼ 1.01K |
| Williams Jones Wealth Management, LLC. | 8.12K | ▼ 638 |
| Arvest Bank Trust Division | 4.44K | 0 |
| Mcilrath & Eck, LLC | 4.12K | ▲ 4.12K |
| New Hampshire Trust | 3.59K | ▲ 3.59K |
| Oakworth Capital, Inc. | 917 | ▲ 5 |
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