VWELX Mutual Fund
VWELX Mutual Fund
Vanguard Wellington Fund Investor Class
VWELX Mutual Fund Overview
VWELX Mutual Fund (Vanguard Wellington Fund Investor Class) is managed by Vanguard (US) with $12.79B in net assets. VWELX expense ratio is 0.24%, holding 1664 positions across sectors including Financials, Information Technology, Other. Inception date: 1929-07-01.
VWELX performance shows a YTD return of 4.11%. The 1-year return is 15.55% and the 5-year return is 8.45%. VWELX dividend yield stands at 2.26%, paid quarterly.
VWELX top holdings include Nvidia Corp. (5.4%), Alphabet Inc Common Stock USD 0.001 (4.2%), Apple, Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.9%), Amazon.com Inc (2.8%). View all VWELX holdings, sector breakdown, or dividend history.
VWELX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VWELX alternatives are available via the screener, along with tax-loss harvesting opportunities.