Vanguard Wellesley Income Fund Investor (VWINX)
25.66
-0.09
(-0.35%)
USD |
May 19 2026
VWINX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.65% |
| Stock | 37.17% |
| Bond | 60.62% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.55% |
Market Capitalization
As of March 31, 2026
| Large | 62.30% |
| Mid | 31.02% |
| Small | 6.68% |
Region Exposure
| Americas | 85.34% |
|---|---|
|
North America
|
84.81% |
| Canada | 1.20% |
| United States | 83.61% |
|
Latin America
|
0.54% |
| Chile | 0.14% |
| Mexico | 0.26% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 11.36% |
|---|---|
| United Kingdom | 3.16% |
|
Europe Developed
|
7.35% |
| Belgium | 0.06% |
| Denmark | 0.12% |
| France | 1.94% |
| Ireland | 1.55% |
| Italy | 0.18% |
| Netherlands | 1.16% |
| Norway | 0.50% |
| Spain | 0.68% |
| Sweden | 0.08% |
| Switzerland | 0.72% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.85% |
| Israel | 0.21% |
| Saudi Arabia | 0.26% |
| United Arab Emirates | 0.38% |
| Greater Asia | 1.17% |
|---|---|
| Japan | 0.15% |
|
Australasia
|
0.95% |
| Australia | 0.95% |
|
Asia Developed
|
0.07% |
| Singapore | 0.07% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 2.13% |
|---|
Bond Credit Quality Exposure
| AAA | 2.80% |
| AA | 33.33% |
| A | 41.02% |
| BBB | 20.64% |
| 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 | 2.21% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
31.99% |
| Materials |
|
3.77% |
| Consumer Discretionary |
|
4.00% |
| Financials |
|
20.22% |
| Real Estate |
|
4.00% |
| Sensitive |
|
33.31% |
| Communication Services |
|
2.89% |
| Energy |
|
8.38% |
| Industrials |
|
9.59% |
| Information Technology |
|
12.46% |
| Defensive |
|
34.70% |
| Consumer Staples |
|
9.66% |
| Health Care |
|
15.39% |
| Utilities |
|
9.65% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 22.34% |
| Corporate | 66.61% |
| Securitized | 5.02% |
| Municipal | 5.20% |
| Other | 0.83% |
Bond Maturity Exposure
| Short Term |
|
1.21% |
| Less than 1 Year |
|
1.21% |
| Intermediate |
|
63.64% |
| 1 to 3 Years |
|
17.81% |
| 3 to 5 Years |
|
20.39% |
| 5 to 10 Years |
|
25.44% |
| Long Term |
|
35.09% |
| 10 to 20 Years |
|
15.63% |
| 20 to 30 Years |
|
15.53% |
| Over 30 Years |
|
3.93% |
| Other |
|
0.06% |
As of March 31, 2026