Morningstar

Vanguard Windsor Fund Investor Shares VWNDX

Morningstar Medalist Rating
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Medalist Rating as of See Vanguard Investment Hub
  • NAV / 1-Day Return $25.44  /  −0.35 %
  • Fund Size $24.2B
  • Adjusted Expense Ratio 0.290%
  • Net Expense Ratio 0.290%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 1.52%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis VWNDX

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

  • People Pillar

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

Built for the long term.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Vanguard Windsor’s two subadvisors’ distinct styles produce a solid long-term value portfolio, earning Above Average People and Process ratings.

by Todd Trubey
Rated on Published on

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Portfolio Holdings VWNDX

More VWNDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.63 1B
Technology

Amazon.com Inc

4.07 985M
Consumer Cyclical

Merck & Co Inc

1.99 481M
Healthcare

Wells Fargo & Co

1.73 419M
Financial Services

MetLife Inc

1.59 386M
Financial Services

Chubb Ltd

1.47 356M
Financial Services

The Walt Disney Co

1.39 338M
Communication Services

Intercontinental Exchange Inc

1.37 333M
Financial Services

Morgan Stanley

1.37 332M
Financial Services

Berkshire Hathaway Inc Class B

1.25 302M
Financial Services

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