Vanguard Global Wellington FundVGWAX

MUTUAL FUNDWellington
Type
Mutual fund
Peer group
Allocation
Net assets
$3.1B
Expense ratio
0.30%
1-year return
+20.4%
3 years, a year
+14.5%
5 years, a year
+8.7%
12-month yield
6.06%
Holdings
651

What it aims to do.

Vanguard Global Wellington Fund (the Fund) seeks to provide long-term capital appreciation and moderate current income.

Top 10 holdings.

Holding% of fund
Vanguard Cmt Funds-Vanguard Market Liquidity Fund3.77%
Samsung Electronics Co Ltd2.09%
GOOGL Alphabet Inc1.93%
MRK Merck & Co Inc1.78%
Taiwan Semiconductor Manufacturing Co Ltd1.68%
MSFT Microsoft Corp1.57%
TotalEnergies SE1.44%
JNJ Johnson & Johnson1.26%
Unilever PLC1.25%
DUK Duke Energy Corp1.22%

More on VGWAX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.