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Vanguard Wellesley Income Inv VWINX

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Price alert · VWINX

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25.80 USD -0.03 -0.12%

At close · Oct 30

Day range unavailable

24.90 52-week range 26.92
YTD
+1.38%
1 year
-2.01%
Open
—
Prev close
25.83
Mkt cap
44.81B
Vol
0
Avg vol
0
EPS
1.61
P/E
16.00
Div yield
0.00%
More statistics
Low
—
High
—
Forward P/E
0.00
Beta
0.00
Short ratio
0.00
Dividend
0.00
Ex-div date
50-d avg
25.55
200-d avg
25.79

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Vanguard Wellesley Income Fund Investor Shares

Issuer
Vanguard
Asset class
Multi-Asset
Expense ratio
0.22%
Assets under management
$44.60B
NAV
25.80
Holdings
0
Inception
1970-07-01
Top 10 weight
10.35%

Top holdings

  1. AVGO Broadcom Inc 2.99%
  2. FANG Diamondback Energy Inc 1.16%
  3. MRK Merck & Co Inc 1.08%
  4. TEL TE Connectivity PLC 0.77%
  5. HBAN Huntington Bancshares Inc/OH 0.75%
  6. United States Treasury Note/Bond 4.63% 08/15/2036 0.75%
  7. UL UNILEVER PLC-SPONSORED ADR 0.73%
  8. JNJ Johnson & Johnson 0.72%
  9. United States Treasury Note/Bond 4.25% 06/30/2033 0.71%
  10. BAC Bank of America Corp 0.70%
  11. AZN AstraZeneca PLC 0.63%
  12. KDP Keurig Dr Pepper Inc 0.62%
  13. NXPI NXP Semiconductors NV 0.61%
  14. WMB Williams Cos Inc/The 0.60%
  15. CME CME Group Inc 0.59%
  16. AEP American Electric Power Co Inc 0.59%
  17. CCI Crown Castle Inc 0.55%
  18. ICE Intercontinental Exchange Inc 0.55%
  19. GILD Gilead Sciences Inc 0.54%
  20. HONA Honeywell Aerospace Inc 0.54%
  21. AIG American International Group Inc 0.54%
  22. ELV Elevance Health Inc 0.53%
  23. TMUS T-Mobile US Inc 0.52%
  24. MTB M&T Bank Corp 0.52%
  25. CVS CVS Health Corp 0.52%

Sector weights

  • Financial Services 20.80%
  • Healthcare 16.77%
  • Technology 16.01%
  • Industrials 9.07%
  • Consumer Defensive 8.61%
  • Utilities 8.18%
  • Energy 7.75%
  • Consumer Cyclical 4.05%
  • Real Estate 3.50%
  • Communication Services 2.92%
  • Basic Materials 2.34%
  • Cash & Others 0.00%

Country weights

  • United States 87.03%
  • Other 12.97%

Updated 2026-10-31

Top institutional holders

No holders on record

Top mutual fund holders

No holders on record

No insider holdings on record

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