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Vanguard Long-Term Investment-Grade Adm VWETX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 7.85  /  1.12 %
  • Total Assets 15.9 Bil
  • Adj. Expense Ratio
    0.120%
  • Expense Ratio 0.120%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Long-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 4.61%
  • Effective Duration 13.41 years

Morningstar’s Analysis VWETX

Will VWETX outperform in future?

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

Reliable exposure to long-term corporate bonds.

Senior Analyst Mike Mulach

Mike Mulach

Senior Analyst

Summary

Vanguard Long-Term Investment-Grade’s longtime standout subadvisor Wellington Management remains the anchor with more than three-fourths of assets here, offsetting questions as Vanguard’s solid but less-proven team garners more assets. The strategy earns a Morningstar Analyst Rating of Silver for its admiral shares, while its more-expensive investor shares are rated Bronze.

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Portfolio Holdings VWETX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1508
  • Other Holdings 16
  • % Assets in Top 10 Holdings 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds

1.08
171,988,324
Government

United States Treasury Bonds

0.91
145,025,434
Government

Microsoft Corporation

0.86
137,073,632
Corporate

Wells Fargo & Company

0.73
116,324,490
Corporate

Goldman Sachs Group, Inc.

0.68
108,445,640
Corporate

United States Treasury Bonds

0.62
98,816,875
Government

Bristol-Myers Squibb Company

0.57
90,444,016
Corporate

JPMorgan Chase & Co.

0.55
87,318,216
Corporate

CALIFORNIA ST

0.50
79,888,993
municipal

Comcast Corporation

0.49
78,389,893
Corporate