Morningstar

Vanguard Global Wellesley Income Fund Investor Shares VGWIX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 24.13  /  +0.12 %
  • Total Assets 753.1M
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Moderately Conservative Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.84%
  • Turnover 102%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis VGWIX

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

  • People Pillar

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

Dual pillar upgrades for this standout global-allocation fund.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Experienced managers with deep resources and an approach grounded in robust bottom-up research help distinguish Vanguard Global Wellesley Income as one of the best in its peer group, supporting dual pillar upgrades. Its People Pillar rating rises to Above Average from Average, while the Process Pillar rises to High from Above Average.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VGWIX

More VGWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mktliq 12/31/2049

3.59 27M
Cash and Equivalents

TotalEnergies SE

1.48 11M
Energy

Germany (Federal Republic Of)

1.33 10M
Government

Germany (Federal Republic Of)

1.26 9M
Government

FinecoBank SpA

1.14 8M
Financial Services

AIA Group Ltd

1.12 8M
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd

1.12 8M
Technology

Equinor ASA

1.10 8M
Energy

Lamar Advertising Co Class A

1.09 8M
Real Estate

BAE Systems PLC

1.06 8M
Industrials

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