VWINX
Vanguard Wellesley Income Fund Investor Shares
$25.77−0.10 (−0.39%)Close Nov 12, 2026
Adjusted price
+4.91% total return, past year
Key statistics
- Net assets
- $45.6B
- Expense ratio
- 0.22%
- Share classes
- 2
- 52-week range
- $24.90$26.92
- All-time high close
- $30.18 on Sep 2, 2021
- From all-time high
- −14.61%
- Max drawdown
- −21.72%
- Volatility
- 6.78%
- Sharpe ratio
- 1.35
Returns
Total
- 1M
- +2.10%
- YTD
- +4.04%
- 1Y
- +4.91%
Per year
- 3Y
- +9.66%
- 5Y
- +3.68%
- 10Y
- +5.89%
- 20Y
- +6.29%
- Since 1980
- +9.36%
Fund facts
As of Jun 30, 2026- Holdings
- 1,513
- Top 10 holdings
- 10.8%
- Bonds
- 61.4%
- Stocks
- 36.4%
- Cash
- 1.6%
Bond issuers
- Corporate
- 43.1%
- U.S. Treasury
- 13.1%
- Municipal
- 3.2%
- U.S. agencies
- 1.4%
- Foreign governments
- 0.6%
Top holdings
| Holding | Weight (%) |
|---|---|
| AVGOBroadcom Inc. | 3.0 |
| MRKMerck & Co., Inc. | 1.1 |
| FANGDiamondback Energy, Inc. | 1.1 |
| U.S. Treasury · due Apr 2031 | 0.9 |
| JNJJohnson & Johnson | 0.9 |
| BACBank of America Corporation | 0.8 |
| HBANHuntington Bancshares Incorporated | 0.8 |
| TELTE Connectivity plc | 0.8 |
| ULUnilever PLC | 0.7 |
| KDPKeurig Dr Pepper Inc. | 0.7 |