Vanguard Global Wellesley Income Fund Investor (VGWIX)
23.73
+0.01
(+0.04%)
USD |
Mar 19 2026
VGWIX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.57% |
| Stock | 37.23% |
| Bond | 58.54% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 3.66% |
Market Capitalization
As of December 31, 2025
| Large | 71.67% |
| Mid | 20.95% |
| Small | 7.38% |
Region Exposure
| Americas | 52.91% |
|---|---|
|
North America
|
52.64% |
| Canada | 5.19% |
| United States | 47.45% |
|
Latin America
|
0.28% |
| Chile | 0.11% |
| Mexico | 0.14% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 35.15% |
|---|---|
| United Kingdom | 10.09% |
|
Europe Developed
|
24.16% |
| Belgium | 1.09% |
| Denmark | 0.55% |
| France | 6.26% |
| Germany | 5.43% |
| Ireland | 0.50% |
| Italy | 2.79% |
| Netherlands | 1.66% |
| Norway | 1.82% |
| Portugal | 0.15% |
| Spain | 1.47% |
| Switzerland | 1.05% |
|
Europe Emerging
|
0.20% |
|
Africa And Middle East
|
0.70% |
| Israel | 0.17% |
| Saudi Arabia | 0.53% |
| Greater Asia | 7.34% |
|---|---|
| Japan | 2.93% |
|
Australasia
|
1.26% |
| Australia | 1.26% |
|
Asia Developed
|
1.96% |
| Hong Kong | 1.10% |
| Taiwan | 0.86% |
|
Asia Emerging
|
1.19% |
| India | 0.65% |
| Indonesia | 0.54% |
| Unidentified Region | 4.60% |
|---|
Bond Credit Quality Exposure
| AAA | 16.48% |
| AA | 11.87% |
| A | 28.61% |
| BBB | 33.40% |
| BB | 0.00% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.00% |
| Not Available | 9.65% |
| Short Term | 0.00% |
As of December 31, 2025
Stock Sector Exposure
| Cyclical |
|
37.03% |
| Materials |
|
1.48% |
| Consumer Discretionary |
|
7.14% |
| Financials |
|
25.60% |
| Real Estate |
|
2.80% |
| Sensitive |
|
23.04% |
| Communication Services |
|
2.45% |
| Energy |
|
8.19% |
| Industrials |
|
7.39% |
| Information Technology |
|
5.01% |
| Defensive |
|
31.32% |
| Consumer Staples |
|
8.08% |
| Health Care |
|
13.44% |
| Utilities |
|
9.80% |
| Not Classified |
|
8.60% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
8.60% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 21.61% |
| Corporate | 62.02% |
| Securitized | 13.53% |
| Municipal | 2.48% |
| Other | 0.36% |
Bond Maturity Exposure
| Short Term |
|
2.09% |
| Less than 1 Year |
|
2.09% |
| Intermediate |
|
67.76% |
| 1 to 3 Years |
|
13.79% |
| 3 to 5 Years |
|
21.86% |
| 5 to 10 Years |
|
32.12% |
| Long Term |
|
30.14% |
| 10 to 20 Years |
|
13.18% |
| 20 to 30 Years |
|
15.17% |
| Over 30 Years |
|
1.78% |
| Other |
|
0.00% |
As of December 31, 2025