Vanguard Wellington Fund Investor Shares

Frequently Asked Questions About VWELX

What does VWELX invest in?

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. This approach ensures that the performance of one or two specific holdings does not disproportionately influence the overall fund. It is particularly well-suited for investors with a long-term perspective who prioritize capital appreciation and are comfortable navigating periods of market fluctuation. Such individuals might find it an excellent foundational component for their investment portfolio.

What is the expense ratio of VWELX?

Vanguard Wellington Fund Investor Shares (VWELX) charges an expense ratio of 0.24%. This is the annual fee deducted from fund assets to cover management and operations.

What is VWELX's dividend yield?

VWELX's trailing-twelve-month yield is 10.95%, calculated from the sum of dividends over the past year divided by the current price.

How big is VWELX?

Vanguard Wellington Fund Investor Shares (VWELX) manages $123.40B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is VWELX actively managed or an index fund?

VWELX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was VWELX launched?

Vanguard Wellington Fund Investor Shares (VWELX) launched in July 1929 and is managed by Vanguard.