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Vanguard Global Wellington Investor VGWLX

Analyst rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 23.66  /  0.47 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.85%
  • Turnover 77%

Morningstar’s Analysis VGWLX

Will VGWLX outperform in future?

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

Taking Vanguard Wellington global.

Associate Director

Summary

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Vanguard Global Wellington has experienced managers, employs a similar approach as the long-running Vanguard Wellington VWELX, and carries low fees, resulting in a Morningstar Analyst Rating of Silver for the admiral shares and Bronze for the investor shares.

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Portfolio Holdings VGWLX

  • Current Portfolio Date Jan 31, 2023
  • Equity Holdings 84
  • Bond Holdings 511
  • Other Holdings 16
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mktliq 12/31/2049

4.37
84,657,028
Cash and Equivalents
1.83
35,436,087
Technology
1.61
31,236,099
Healthcare
1.60
30,980,216
Healthcare
1.38
26,749,116
Energy
1.33
25,726,427
Technology
1.32
25,598,246
Healthcare
1.29
25,031,706
Financial Services
1.29
25,003,653
Financial Services
1.26
24,429,975
Healthcare