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.

$24.10

Key Metrics

TER 0.43% per year
Distribution policy Distributing
Fund size USD 773 M
Inception date November 2, 2017
Holdings 631
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
$774M
Dividend
3.8%
Fees
0.43%

Historical Return

Last updated: Nov 01, 2026
1 Year +2.9% +3.8% Div
3 Years (avg.) +1.0% +3.8% Div
5 Years (avg.) +0.6% +3.8% Div

Risk & Analysis Metrics

Last updated: Nov 01, 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: Nov 01, 2026

Profit Margin Distribution

< 0%
1%
1y 3y N/A N/A
0 - 5%
9%
1y 3y N/A N/A
5 - 10%
14%
1y 3y N/A N/A
10 - 15%
24%
1y 3y N/A N/A
15 - 20%
20%
1y 3y N/A N/A
20 - 30%
23%
1y 3y N/A N/A
30 - 40%
3%
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
7%
1y 3y N/A N/A
10 - 15
24%
1y 3y N/A N/A
15 - 20
22%
1y 3y N/A N/A
20 - 25
20%
1y 3y N/A N/A
25 - 35
15%
1y 3y N/A N/A
35 - 50
7%
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
50.4%
1y 3y N/A N/A
Mega Cap
48.6%
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: Nov 01, 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

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Average metrics of all companies in portfolio

Last updated: Nov 15, 2026
Market
Average
Market Cap The market value of the company. It's calculated by multiplying the share price by the number of outstanding shares. $1.65T -
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 2.65% 1.62%
Beta Indicates the relationship between the price performance of a share and the market. 0.72 -
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 24.18 23.53
Negative P/E Ratio a negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything -27.62 -
Profitable Companies 99% -
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. 25.78 6.74
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 3.34 3.49
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company 2.48 6.14
Market
Average
Enterprise Value to EBIT Enterprise Value divided by EBIT 22.28 13.64
Enterprise Value to Revenue Enterprise value divided by revenue 5.97 5.06
Total Debt to Enterprise Value Total debt divided by enterprise value 0.35 0.17
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. 1.4 0.97
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 18.62% 15.77%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +32.9% +15.1%
Return on Equity Equity divided by market cap. 23.66% 24.28%
Return on Assets Indicates a company's profitability in relation to its total assets. 7.08% 7.76%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 13.35% 14.06%

Sectors

Manufacturing 10.9%
Finance and Insurance 10.9%
Financial Services 6.4%
Utilities 4.6%
Information 3.0%
Health Technology 1.7%
Transportation and Warehousing 1.4%
Administrative and Support and Waste Management and Remediation Services 1.3%
Mining, Quarrying, and Oil and Gas Extraction 1.3%
Energy 1.2%
Consumer Non-Durables 0.9%
Finance 0.9%
Accommodation and Food Services 0.8%
Industrials 0.7%
Consumer Cyclical 0.7%
Retail Trade 0.6%
Healthcare 0.5%
Communication Services 0.1%
Real Estate 0.1%
Other 52.4%

Countries

United States 38.8%
United Kingdom 16.8%
Canada 8.5%
Japan 5.0%
France 4.5%
Taiwan 3.9%
Italy 3.4%
Germany 3.3%
Netherlands 3.2%
Hong Kong 2.5%
Indonesia 2.2%
Spain 2.2%
Belgium 2.2%
Switzerland 1.8%
Brazil 1.8%
Other 0.0%

Stock Screener

Select filters to narrow down the 101 investments below

101 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 $2.72T
P/E Ratio 23.9
Dividends 1.0%
Total Investment $10.42M
Weight 1.35%

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Market Cap $7.83B
P/E Ratio 13.8
Dividends 3.4%
Total Investment $10.18M
Weight 1.32%

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Market Cap $80.8B
P/E Ratio 149.3
Dividends 2.3%
Total Investment $9.09M
Weight 1.18%

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Market Cap $173.44B
P/E Ratio 8.9
Dividends 4.2%
Total Investment $9M
Weight 1.16%

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Market Cap $399.85B
P/E Ratio 18.1
Dividends 2.4%
Total Investment $7.67M
Weight 0.99%

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Market Cap $2.89T
P/E Ratio 25.9
Dividends 1.7%
Total Investment $7.62M
Weight 0.99%

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Market Cap $32.98B
P/E Ratio 11.0
Dividends 4.7%
Total Investment $7.32M
Weight 0.95%

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Market Cap $161.81B
P/E Ratio 17.1
Dividends 3.4%
Total Investment $7.25M
Weight 0.94%

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Market Cap $42.04B
P/E Ratio 29.0
Dividends 3.0%
Total Investment $6.84M
Weight 0.89%

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Market Cap $108.47B
P/E Ratio 14.1
Dividends 3.2%
Total Investment $6.76M
Weight 0.87%

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Market Cap $51.91B
P/E Ratio 17.0
Dividends 3.3%
Total Investment $6.4M
Weight 0.83%

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Market Cap $463.8B
P/E Ratio 12.0
Dividends 5.5%
Total Investment $6.29M
Weight 0.81%

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Market Cap $31.61B
P/E Ratio 11.5
Dividends 2.7%
Total Investment $6.18M
Weight 0.80%

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Market Cap $380.95B
P/E Ratio 39.3
Dividends 1.9%
Total Investment $6.06M
Weight 0.78%

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Market Cap $236.68B
P/E Ratio 37.3
Dividends 1.0%
Total Investment $5.96M
Weight 0.77%

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