VWAOX

About VWAOX

Vanguard Wellington Fund Investor Shares is a balanced mutual fund that aims to provide both long-term capital appreciation and a moderate level of current income. As one of the industry's oldest and most established balanced funds, it maintains a strategic allocation of roughly 60% to 70% in equities—primarily dividend-paying large-cap companies—and 30% to 40% in investment-grade fixed income securities, such as corporate bonds, U.S. Treasuries, and mortgage-backed securities. The fund's equity holdings feature leading names across technology, consumer, financial, and healthcare sectors, while its bond investments offer diversification and a ballast during periods of market volatility. Managed by experienced professionals at Wellington Management, the fund consistently emphasizes quality and intrinsic value in its security selection process. With a significant asset base and a history dating back to 1929, this fund plays a prominent role in the moderate allocation space, serving investors seeking a blend of growth and income through a disciplined, diversified approach.