Morningstar

Vanguard Long-Term Investment-Grade Fund Admiral Shares VWETX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $7.10  /  −0.56 %
  • Fund Size $9.2B
  • Adjusted Expense Ratio 0.100%
  • Net Expense Ratio 0.100%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Long-Term Bond
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 5.72%
  • Average Effective Duration 11.70 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis VWETX

Will VWETX 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 VWETX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VWETX 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 VWETX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Active liability-matching option.

Analyst Ken Noguchi

Ken Noguchi

Analyst

Summary

Vanguard Long-Term Investment-Grade’s seasoned team and deep long-duration investing expertise make it well-suited for liability-driven investing.

by Ken Noguchi
Rated on Published on

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Portfolio Holdings VWETX

More VWETX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc

1.22 111M
Corporate

Mktliq 12/31/2049

0.72 66M
Cash and Equivalents

JPMorgan Chase & Co.

0.61 56M
Corporate

AbbVie Inc.

0.58 53M
Corporate

Wells Fargo & Co.

0.55 50M
Corporate

Pfizer Investment Enterprises Pte Ltd.

0.53 48M
Corporate

Amazon.com, Inc.

0.52 48M
Corporate

Goldman Sachs Group, Inc.

0.51 46M
Corporate

CALIFORNIA ST

0.46 42M
municipal

Bristol-Myers Squibb Company

0.46 42M
Corporate

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