Vanguard Global Wellesley Income Fund

Vanguard Global 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.

$23.87

Key Metrics

TER 0.43% per year
Distribution policy Distributing
Fund size USD 745 M
Inception date November 2, 2017
Holdings 614
Fund currency USD
Fund domicile US
Provider Vanguard
For full official fund details, factsheets, and holdings, visit investor.vanguard.com (opens in new tab).

Compare similar ETFs

Fund Size
Dividend
Fees
Current
Global Wellesley Income Fund VGWIX
Fund Size
$748M
Dividend
3.9%
Fees
0.43%

Historical Return

Last updated: Oct 15, 2026
1 Year +1.0% +3.9% Div
3 Years (avg.) +0.3% +3.9% Div
5 Years (avg.) +0.2% +3.9% Div

Risk & Analysis Metrics

Last updated: Oct 15, 2026

Volatility

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Max Drawdown

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Sharpe Ratio

N/A 1 Year
N/A 3 Years
N/A 5 Years
N/A 10 Years

Distributions

*by ETF Portfolio Weight Last updated: Oct 15, 2026

Profit Margin Distribution

< 0%
1%
1y 3y N/A N/A
0 - 5%
9%
1y 3y N/A N/A
5 - 10%
18%
1y 3y N/A N/A
10 - 15%
19%
1y 3y N/A N/A
15 - 20%
20%
1y 3y N/A N/A
20 - 30%
22%
1y 3y N/A N/A
30 - 40%
5%
1y 3y N/A N/A
> 40%
7%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
1%
1y 3y N/A N/A
0 - 10
4%
1y 3y N/A N/A
10 - 15
20%
1y 3y N/A N/A
15 - 20
29%
1y 3y N/A N/A
20 - 25
20%
1y 3y N/A N/A
25 - 35
16%
1y 3y N/A N/A
35 - 50
6%
1y 3y N/A N/A
> 50
6%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.8%
1y 3y N/A N/A
Small Cap
0.0%
1y 3y N/A N/A
Mid Cap
0.1%
1y 3y N/A N/A
Large Cap
53.5%
1y 3y N/A N/A
Mega Cap
45.6%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Oct 15, 2026
15.1% Top 5 Holdings
27.2% Top 10 Holdings
77.3% Top 50 Holdings
93.9% Top 100 Holdings
Top 5 Companies
TSM Taiwan Semiconductor Manufacturing
3.5%
TTE TotalEnergies SE
3.1%
RY Royal Bank Of Canada
3.0%
LAMR Lamar Advertising Co
2.8%
BNS Bank Of Nova Scotia
2.7%

Latest News

1 day ago • investors.com

Chip Stocks Tumble On AI Investment Worries

A strong earnings report from Taiwan Semiconductor Manufacturing on Thursday wasn't enough to stop a weeklong slide for chip stocks.
1 day ago • youtube.com

TSM Earnings Support AI Demand Accelerating, CapEx Weighs on Stock Outlook

Despite a beat on earnings and guidance, investors did not reward TSMC (TSM) as CapEx questions linger over the AI chip manufacturer. It doesn't he...
1 day ago • invezz.com

Why TSMC's $64B spending plan shouldn't deter investors

Taiwan Semiconductor (TSM) plans to spend as much as $64 billion on capital expenditure (capex) this year, a commitment that could understandably m...

Sectors

Finance and Insurance 10.4%
Manufacturing 10.2%
Utilities 4.6%
Information 3.6%
Financial Services 2.0%
Health Technology 1.6%
Transportation and Warehousing 1.3%
Energy 1.2%
Administrative and Support and Waste Management and Remediation Services 1.2%
Finance 0.8%
Accommodation and Food Services 0.8%
Consumer Non-Durables 0.7%
Retail Trade 0.4%
Mining, Quarrying, and Oil and Gas Extraction 0.2%
Health Care and Social Assistance 0.1%
Other 61.0%

Countries

Other 63.1%
United States 16.5%
United Kingdom 4.9%
Canada 2.9%
Japan 2.3%
France 1.9%
Taiwan (Province of China) 1.4%
Norway 1.3%
Italy 1.2%
Germany 1.0%
Hong Kong 0.9%
Spain 0.8%
Indonesia 0.8%
Switzerland 0.6%
Netherlands 0.5%

Stock Screener

Select filters to narrow down the 80 investments below

80 companies

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
P/E Ratio
Dividends Ratio of dividends in the last 12 months to current share price
Total Investment
Weight

Taiwan Semiconductor Manufacturing - ADR

TSM - Manufacturing

Taiwan Semiconductor Manufacturing - ADR

TSM - Manufacturing
Market Cap $66.13T
P/E Ratio 29.6
Dividends 0.9%
Total Investment $10.27M
Weight 1.38%

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TotalEnergies SE - ADR

TTE - Energy

TotalEnergies SE - ADR

TTE - Energy
Market Cap $191.77B
P/E Ratio 10.9
Dividends 4.4%
Total Investment $8.96M
Weight 1.20%

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Royal Bank Of Canada

RY - Finance and Insurance

Royal Bank Of Canada

RY - Finance and Insurance
Market Cap $380.49B
P/E Ratio 17.2
Dividends 2.4%
Total Investment $8.72M
Weight 1.17%

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Lamar Advertising Co - Ordinary Shares - Class A

LAMR - Finance and Insurance

Lamar Advertising Co - Ordinary Shares - Class A

LAMR - Finance and Insurance
Market Cap $14.86B
P/E Ratio 26.7
Dividends 4.5%
Total Investment $8.23M
Weight 1.10%

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Bank Of Nova Scotia

BNS - Finance and Insurance

Bank Of Nova Scotia

BNS - Finance and Insurance
Market Cap $154.4B
P/E Ratio 16.3
Dividends 3.6%
Total Investment $7.89M
Weight 1.06%

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Merck & Co Inc

MRK - Manufacturing

Merck & Co Inc

MRK - Manufacturing
Market Cap $366.59B
P/E Ratio 115.6
Dividends 2.3%
Total Investment $7.31M
Weight 0.98%

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Ares Management Corp - Ordinary Shares - Class A

ARES - Finance and Insurance

Ares Management Corp - Ordinary Shares - Class A

ARES - Finance and Insurance
Market Cap $38.5B
P/E Ratio 51.2
Dividends 4.4%
Total Investment $7.14M
Weight 0.96%

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Texas Instruments Inc.

TXN - Manufacturing

Texas Instruments Inc.

TXN - Manufacturing
Market Cap $416.49T
P/E Ratio 42.9
Dividends 2.0%
Total Investment $7.1M
Weight 0.95%

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Astrazeneca plc - ADR

AZN - Health Technology

Astrazeneca plc - ADR

AZN - Health Technology
Market Cap $2.47T
P/E Ratio 23.7
Dividends 2.0%
Total Investment $7.03M
Weight 0.94%

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Kimberly-Clark Corp.

KMB - Manufacturing

Kimberly-Clark Corp.

KMB - Manufacturing
Market Cap $33.94B
P/E Ratio 16.6
Dividends 5.2%
Total Investment $6.62M
Weight 0.89%

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Philip Morris International Inc

PM - Manufacturing

Philip Morris International Inc

PM - Manufacturing
Market Cap $313.58B
P/E Ratio 28.9
Dividends 3.0%
Total Investment $6.48M
Weight 0.87%

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Sempra

SRE - Utilities

Sempra

SRE - Utilities
Market Cap $53.17B
P/E Ratio 23.4
Dividends 3.2%
Total Investment $5.85M
Weight 0.78%

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M & T Bank Corp

MTB - Finance and Insurance

M & T Bank Corp

MTB - Finance and Insurance
Market Cap $35.67B
P/E Ratio 11.5
Dividends 2.8%
Total Investment $5.71M
Weight 0.77%

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Darden Restaurants, Inc.

DRI - Accommodation and Food Services

Darden Restaurants, Inc.

DRI - Accommodation and Food Services
Market Cap $24.62B
P/E Ratio 19.2
Dividends 3.2%
Total Investment $5.7M
Weight 0.76%

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Dominion Energy Inc

D - Utilities

Dominion Energy Inc

D - Utilities
Market Cap $54.21B
P/E Ratio 21.3
Dividends 4.3%
Total Investment $5.55M
Weight 0.74%

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Unitedhealth Group Inc

UNH - Finance and Insurance

Unitedhealth Group Inc

UNH - Finance and Insurance
Market Cap $558.09T
P/E Ratio 24.4
Dividends 2.4%
Total Investment $5.47M
Weight 0.73%

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Paccar Inc.

PCAR - Manufacturing

Paccar Inc.

PCAR - Manufacturing
Market Cap $56.87B
P/E Ratio 22.7
Dividends 2.6%
Total Investment $5.29M
Weight 0.71%

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TransUnion

TRU - Administrative and Support and Waste Management and Remediation Services

TransUnion

TRU - Administrative and Support and Waste Management and Remediation Services
Market Cap $12.55B
P/E Ratio 17.1
Dividends 0.7%
Total Investment $5.22M
Weight 0.70%

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Unilever plc - ADR

UL - Consumer Non-Durables

Unilever plc - ADR

UL - Consumer Non-Durables
Market Cap $145.02B
P/E Ratio 21.5
Dividends 3.5%
Total Investment $5.14M
Weight 0.69%

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Cisco Systems, Inc.

CSCO - Manufacturing

Cisco Systems, Inc.

CSCO - Manufacturing
Market Cap $2.96T
P/E Ratio 35.2
Dividends 1.4%
Total Investment $5.1M
Weight 0.68%

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