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Nasdaq - Delayed Quote USD

Vanguard Wellesley Income Admiral (VWIAX)

60.87
+0.01
+(0.02%)
As of 8:09:01 AM EDT. Market Open.
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  • Previous Close 60.86
  • YTD Return 3.63%
  • Expense Ratio 0.16%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 49.71B
  • Beta (5Y Monthly) 0.78
  • Yield 3.59%
  • 5y Average Return --
  • Holdings Turnover 59.00%
  • Last Dividend 0.57
  • Inception Date May 14, 2001

The fund invests approximately 60% to 65% of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.

Vanguard

Fund Family

Allocation--30% to 50% Equity

Fund Category

49.71B

Net Assets

2001-05-14

Inception Date

More about Vanguard Wellesley Income Admiral

Performance Overview: VWIAX

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Trailing returns as of 3/27/2025. Category is Allocation--30% to 50% Equity.

YTD Return

VWIAX
3.63%
Category
5.91%
 

1-Year Return

VWIAX
10.51%
Category
18.59%
 

3-Year Return

VWIAX
3.28%
Category
8.56%
 

5-Year Return

VWIAX
5.00%
Category
7.44%
 

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Holdings: VWIAX

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Sector Weightings

SectorVWIAX
Financial Services   18.44%
Healthcare   16.09%
Technology   12.23%
Industrials   12.11%
Energy   9.93%
Consumer Defensive   9.52%
Utilities   7.94%
Consumer Cyclical   4.34%
Basic Materials   3.92%
Real Estate   3.62%
Communication Services   1.87%
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Recent News: VWIAX

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Research Reports: VWIAX

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