Vanguard Windsor Fund Investor Shares
VWNDX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
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
FRC
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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
- 0000107606
- Website
- investor.vanguard.com
- Similar Companies
- Business
- Vanguard Windsor Fund (VWNDX) is an open-end mutual fund that seeks long-term capital growth and income through investment primarily in undervalued large- and mid-capitalization U.S. value stocks. The fund employs a multi-manager structure, with Wellington Management Company LLP overseeing approximately 70% of assets using a quality value approach focused on financially sound companies experiencing temporary setbacks, and Pzena Investment Management, LLC managing the remaining 30% via a disciplined deep-value strategy targeting stocks trading at significant discounts to normalized earnings. It offers investor shares with a minimum initial investment of $3,000, an expense ratio of 0.36%, and a portfolio featuring top holdings such as Alphabet Inc., Wells Fargo & Co., and Morgan Stanley; the fund maintains a turnover rate of 43% and total assets under management of approximately $23.9 billion. Launched on October 23, 1958, as part of The Vanguard Group, Inc., the fund is domiciled in the United States and operates within the large-value category, with benchmarked performance against the Russell 1000 Value Index. The fund serves individual and institutional investors seeking exposure to U.S. equities through a no-load share class, with geographic focus on domestic markets complemented by Vanguard's global presence in offices across North America, Europe, and Asia. Vanguard, headquartered in Malvern, Pennsylvania, and founded in 1975, oversees the fund as part of its broader lineup of mutual funds, ETFs, and advisory services, emphasizing low-cost, client-owned structures. In recent developments, the fund has demonstrated strong long-term performance under lead manager David Palmer of Wellington since January 2019, achieving annualized returns of 14.1% through December 2024, outperforming the large-value peer average and Russell 1000 Value Index, despite a challenging 2024. Notably, in mid-2020, Vanguard merged the Vanguard Capital Value Fund into Windsor Fund, enhancing its scale while retaining the existing subadvisor allocations to Wellington (led by Palmer) and Pzena. While advisory changes in December 2025 affected the related Vanguard Windsor II Fund—transitioning from Lazard Asset Management to Harris Associates and Aristotle Capital Management—no such modifications have been announced for VWNDX, which continues with its established Wellington and Pzena sleeves.