Morningstar

Vanguard Wellington Fund Investor Shares VWELX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 46.68  /  +0.51 %
  • Total Assets 122.1B
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.98%
  • Turnover 62%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 10:34 PM GMT+0

Morningstar’s Analysis VWELX

Will VWELX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VWELX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VWELX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VWELX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Disciplined approach, durable outcomes.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Experienced managers backed by Wellington’s deep research platform steer Vanguard Wellington using a disciplined and proven approach. Its attractive fees and balanced construction have made it a reliable option for long-term investors.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings VWELX

More VWELX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

4.74 6B
Communication Services

NVIDIA Corp

4.48 6B
Technology

Apple Inc

3.89 5B
Technology

Microsoft Corp

3.06 4B
Technology

Amazon.com Inc

2.75 3B
Consumer Cyclical

Broadcom Inc

2.19 3B
Technology

Micron Technology Inc

1.32 2B
Technology

BlackRock Inc

1.28 2B
Financial Services

Advanced Micro Devices Inc

1.26 2B
Technology

Intel Corp

1.22 2B
Technology

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