Vanguard Wellesley Income FundVWIAX
Type
Mutual fund
Peer group
Allocation
Net assets
$47.4B
Expense ratio
0.15%
1-year return
+7.2%
3 years, a year
+8.7%
5 years, a year
+3.8%
Holdings
1,524
What it aims to do.
Vanguard Wellesley Income Fund (the Fund) seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AVGO Broadcom Inc | 1.79% |
| MRK Merck & Co Inc | 1.18% |
| United States Treasury Note/Bond | 1.06% |
| FANG Diamondback Energy Inc | 0.94% |
| JNJ Johnson & Johnson | 0.93% |
| BAC Bank of America Corp | 0.86% |
| CSCO Cisco Systems Inc | 0.80% |
| Unilever PLC | 0.76% |
| United States Treasury Note/Bond | 0.73% |
| TMUS T-Mobile US Inc | 0.72% |
More on VWIAX.
- VWIAX overview
- VWIAX holdings
- VWIAX risk
- VWIAX costs
- VWIAX money in and out
- VWIAX share classes
- Compare VWIAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.