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Vanguard Wellesley® Income Admiral™ VWIAX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 59.83  /  0.22 %
  • Total Assets 51.6 Bil
  • Adj. Expense Ratio
    0.160%
  • Expense Ratio 0.160%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Moderately Conservative Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.45%
  • Turnover 53%

Morningstar’s Analysis VWIAX

Will VWIAX outperform in future?

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

An excellent choice.

Associate Analyst Nour Al Twal

Nour Al Twal

Associate Analyst

Summary

Vanguard Wellesley Income’s extensive resources and competent team run a disciplined and time-tested approach for a competitive fee. The strategy earns a renewed Morningstar Analyst Rating of Gold across its two share classes.

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Portfolio Holdings VWIAX

  • Current Portfolio Date
  • Equity Holdings 67
  • Bond Holdings 1392
  • Other Holdings 20
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.73
904,174,885
Financial Services
1.33
695,765,858
Healthcare
1.18
615,423,447
Healthcare
1.10
572,719,966
Healthcare
1.06
552,707,233
Energy
1.05
550,352,375
Energy

United States Treasury Notes

0.90
471,391,563
Government
0.84
439,707,717
Consumer Defensive
0.75
389,978,517
Basic Materials
0.74
386,690,235
Technology