Vanguard Wellington Fund Investor Shares
VWELX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- PO Box 2600 Valley Forge PA United States of America 19482
- IPO Date
- Jan 2, 1980
- CIK
- 0000105563
- Website
- investor.vanguard.com
- Similar Companies
- Business
- Vanguard Wellington Fund (VWELX) is a balanced mutual fund that allocates 60%-70% of its assets to dividend-paying common stocks of established large- and mid-cap companies with value characteristics and 30%-40% to investment-grade fixed-income securities, including corporate bonds, U.S. Treasuries, government agency bonds, mortgage-backed securities, and taxable municipal bonds; it seeks long-term capital appreciation, reasonable current income, and capital preservation with moderate risk. Founded in 1929 as the nation's first and oldest balanced mutual fund and administered by The Vanguard Group, headquartered in Malvern, Pennsylvania, the fund is subadvised by Wellington Management Company, based in Boston, Massachusetts. It primarily targets individual and institutional investors seeking diversified exposure across U.S. equity and fixed-income markets, with a focus on high-quality, dividend-oriented holdings and a conservative, all-weather strategy. In 2025, Wellington Management, Vanguard, and Blackstone formed a strategic alliance to develop multi-asset investment solutions integrating public and private markets, culminating in the May SEC filing for the WVB All Markets Fund, an interval fund allocating 25%-40% to private assets alongside public stocks and bonds; this collaboration leverages Wellington's asset allocation expertise, Vanguard's low-cost strategies, and Blackstone's private markets leadership to broaden access for retail investors. The fund maintained its core balanced allocation through 2024, with a notable emphasis on corporate credit (around 62% of bonds versus category average of 33%) for yield enhancement. Vanguard Wellington Fund Investor Shares (VWELX) remains a flagship offering with broad U.S. geographic focus and no major reorganizations reported.