Vanguard Wellesley Income Fund Investor Shares
FundVWINXNASDAQAbout
Launched 40 years ago, this income-centric balanced fund offers investors a blend of equities and high-quality bonds. Diverging from the typical balanced fund structure that often favors stocks, this portfolio distinctively allocates approximately two-thirds of its assets to bonds and one-third to stocks. Its equity component strategically targets companies with a proven track record of significant dividend payments or strong prospects for increasing their dividends. This specialized focus is designed to deliver more substantial quarterly income distributions than balanced funds without a primary income mandate. It serves as an ideal core holding for individuals with a medium-to-long-term outlook who prioritize consistent income and are comfortable with moderate fluctuations in share value.
Key Facts
52-Week Range
Performance
Sector Exposure
- Basic Materials1.39%
- Cash & Others62.83%
- Communication Services1.07%
- Consumer Cyclical1.86%
- Consumer Defensive3.59%
- Energy3.11%
- Financial Services7.88%
- Healthcare5.72%
- Industrials3.65%
- Real Estate1.12%
- Technology4.18%
- Utilities3.59%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| AVGO | Broadcom Inc | 1.78% | $848.95M |
| MRK | Merck & Co Inc | 1.17% | $557.60M |
| FANG | Diamondback Energy Inc | 0.94% | $446.77M |
| JNJ | Johnson & Johnson | 0.93% | $442.59M |
| — | United States Treasury Note/Bond 3.50% 02/28/2031 | 0.92% | $435.48M |
| BAC | Bank of America Corp | 0.86% | $407.37M |
| UL | UNILEVER PLC-SPONSORED ADR | 0.85% | $402.76M |
| CSCO | Cisco Systems Inc | 0.80% | $381.70M |
| — | United States Treasury Note/Bond 4.13% 02/15/2036 | 0.80% | $380.64M |
| TMUS | T-Mobile US Inc | 0.72% | $341.25M |
| HBAN | Huntington Bancshares Inc/OH | 0.69% | $329.79M |
| CCI | Crown Castle Inc | 0.66% | $316.13M |
| HON | Honeywell International Inc | 0.65% | $311.62M |
| KDP | Keurig Dr Pepper Inc | 0.64% | $304.37M |
| MTB | M&T Bank Corp | 0.61% | $290.69M |
| MRSH | Marsh & McLennan Cos Inc | 0.56% | $265.11M |
| D | Dominion Energy Inc | 0.54% | $255.73M |
| SRE | Sempra | 0.54% | $255.43M |
| AEP | American Electric Power Co Inc | 0.54% | $255.12M |
| — | United States Treasury Note/Bond 3.75% 01/31/2031 | 0.54% | $254.66M |
| — | United States Treasury Note/Bond 3.38% 12/31/2027 | 0.54% | $254.61M |
| — | State of Illinois 5.10% 06/01/2033 | 0.53% | $253.61M |
| DKS | Dick's Sporting Goods Inc | 0.53% | $252.31M |
| TRGP | Targa Resources Corp | 0.53% | $250.49M |
| COP | ConocoPhillips | 0.51% | $242.26M |