Vanguard Wellesley Income Inv VWINX

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25.74 USD -0.08 (-0.31%)

At closeNov 3, 2026, 8:08 PM EST

Day range unavailable

24.90 52-week range 26.92
YTD
+1.14%
1 year
-1.94%

Vanguard Wellesley Income Fund Investor Shares

Issuer
Vanguard
Asset class
Multi-Asset
Expense ratio
0.22%
Assets under management
$6.90B
NAV
25.82
Holdings
1,387
Inception
1970-07-01
Top 10 weight
10.96%

Top holdings

  1. AVGO Broadcom Inc 2.95%
  2. US 10YR NOTE (CBT)Dec26 1.45%
  3. FANG Diamondback Energy Inc 1.14%
  4. MRK Merck & Co Inc 1.06%
  5. TEL TE Connectivity PLC 0.76%
  6. HBAN Huntington Bancshares Inc/OH 0.74%
  7. United States Treasury Note/Bond 4.63% 08/15/2036 0.74%
  8. UL UNILEVER PLC-SPONSORED ADR 0.71%
  9. JNJ Johnson & Johnson 0.71%
  10. United States Treasury Note/Bond 4.25% 06/30/2033 0.70%
  11. BAC Bank of America Corp 0.69%
  12. AZN AstraZeneca PLC 0.62%
  13. KDP Keurig Dr Pepper Inc 0.61%
  14. NXPI NXP Semiconductors NV 0.60%
  15. WMB Williams Cos Inc/The 0.59%
  16. CME CME Group Inc 0.58%
  17. AEP American Electric Power Co Inc 0.58%
  18. CCI Crown Castle Inc 0.54%
  19. ICE Intercontinental Exchange Inc 0.54%
  20. GILD Gilead Sciences Inc 0.53%
  21. HONA Honeywell Aerospace Inc 0.53%
  22. AIG American International Group Inc 0.53%
  23. ELV Elevance Health Inc 0.52%
  24. TMUS T-Mobile US Inc 0.52%
  25. MTB M&T Bank Corp 0.51%

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 2026-11-03

Top institutional holders

No holders on record

Top mutual fund holders

No holders on record

No insider holdings on record