Vanguard Global Wellesley Income Fund Investor Shares
VGWIX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 100 Vanguard Boulevard Malvern PA United States of America 19355
- IPO Date
- Oct 18, 2017
- CIK
- 0000052848
- Website
- investor.vanguard.com
- Similar Companies
- Business
- Vanguard Global Wellesley Income Fund Investor Shares (VGWIX) is an open-end mutual fund that seeks long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 70% of its assets in U.S. and foreign investment-grade fixed income securities, including corporate bonds, government bonds, government agency bonds, and mortgage-backed securities; it also invests in local currency bonds and maintains a diversified allocation across U.S. bonds (approximately 32%), non-U.S. bonds (26%), non-U.S. stocks (22%), U.S. stocks (15%), and cash (5%). The portfolio emphasizes large-cap value stocks and mid-quality, moderate interest-rate sensitivity bonds, with top sectors including financial services, healthcare, and utilities, and key regions spanning the United States, United Kingdom, Eurozone, and Canada. Launched on November 2, 2017, the fund operates within the Global Moderately Conservative Allocation category and is domiciled in the United States, managed by Wellington Management Company LLP since inception, with Loren Moran as lead portfolio manager since 2017 and Andre Desautels since 2019. Vanguard Group, Inc., the fund's sponsor, is headquartered in Malvern, Pennsylvania, and maintains global operations through offices in North America, Europe, Asia, and Australia. The Investor Shares class features a net expense ratio of 0.44%, a minimum initial investment of $3,000, and total net assets of approximately $622 million as of the latest data. In recent developments, Vanguard implemented its largest fee reductions in early 2025, costing an estimated $350 million, while establishing a dedicated division for advice and wealth management services amid robust asset inflows rivaling BlackRock's. Portfolio management saw continuity in the equity sleeve under Matthew Hand, who assumed full control following Michael Reckmeyer's 2022 retirement, paired with fixed-income lead Loren Moran, supporting the fund's 35%/65% equity/fixed-income target. No major acquisitions, partnerships, or strategic shifts specific to VGWIX were reported in 2024-2025, though Vanguard broadly adjusted advisory arrangements across other funds, including transitions to new managers like Harris Associates, without direct impact on this fund.