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Vanguard Windsor Investor Shares VWNDX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 21.45  /  0.42 %
  • Total Assets 23.2 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.380%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.81%
  • Turnover 42%

Morningstar’s Analysis VWNDX

Will VWNDX outperform in future?

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

Its 65th year was another great one.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

A pair of solid subadvisors using savvy approaches keeps delivering the goods at Vanguard Windsor, earning Above Average People and Process ratings.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VWNDX

  • Current Portfolio Date
  • Equity Holdings 121
  • Bond Holdings 0
  • Other Holdings 13
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.89
448,297,490
Utilities
1.76
416,648,634
Financial Services
1.70
402,715,035
Financial Services
1.68
397,850,536
Healthcare
1.67
395,585,654
Financial Services
1.46
346,797,943
Energy
1.45
343,275,444
Financial Services
1.44
342,165,400
Financial Services

Mktliq 12/31/2049

1.42
336,891,746
Cash and Equivalents
1.41
333,388,903
Communication Services