VWELX
Vanguard Wellington Fund Investor Shares
$46.84−0.17 (−0.36%)Close Nov 12, 2026
Adjusted price
+6.75% total return, past year
Key statistics
- Net assets
- $120B
- Expense ratio
- 0.24%
- Share classes
- 2
- 52-week range
- $42.13$49.26
- All-time high close
- $52.19 on Dec 27, 2021
- From all-time high
- −10.25%
- Max drawdown
- −36.12%
- Volatility
- 11.18%
- Sharpe ratio
- 0.97
Returns
Total
- 1M
- −1.10%
- YTD
- +6.40%
- 1Y
- +6.75%
Per year
- 3Y
- +15.04%
- 5Y
- +7.22%
- 10Y
- +9.87%
- 20Y
- +8.34%
- Since 1980
- +10.74%
Fund facts
As of Aug 31, 2026- Holdings
- 1,643
- Top 10 holdings
- 29.4%
- Stocks
- 65.7%
- Bonds
- 32.9%
- Cash
- 0.8%
Sectors
- Information Technology
- 24.6%
- Financials
- 7.5%
- Communication Services
- 6.5%
- Consumer Discretionary
- 6.5%
- Health Care
- 5.9%
- Other
- 14.7%