VANGUARD WELLESLEY INCOME FUND

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.

$61.15

Key Metrics

TER 0.15% per year
Distribution policy Distributing
Fund size USD 47,527 M
Inception date May 14, 2001
Holdings 1,513
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
VANGUARD WELLESLEY INCOME FUND VWIAX
Fund Size
$47.6B
Dividend
8.1%
Fees
0.15%

Historical Return

Last updated: Oct 15, 2026
1 Year +0.7% +8.1% Div
3 Years (avg.) +0.2% +8.1% Div
5 Years (avg.) +0.1% +8.1% 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%
3%
1y 3y N/A N/A
0 - 5%
11%
1y 3y N/A N/A
5 - 10%
12%
1y 3y N/A N/A
10 - 15%
19%
1y 3y N/A N/A
15 - 20%
15%
1y 3y N/A N/A
20 - 30%
25%
1y 3y N/A N/A
30 - 40%
4%
1y 3y N/A N/A
> 40%
10%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
2%
1y 3y N/A N/A
0 - 10
4%
1y 3y N/A N/A
10 - 15
26%
1y 3y N/A N/A
15 - 20
13%
1y 3y N/A N/A
20 - 25
21%
1y 3y N/A N/A
25 - 35
14%
1y 3y N/A N/A
35 - 50
14%
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
56.8%
1y 3y N/A N/A
Mega Cap
42.3%
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
12.8% Top 5 Holdings
19.1% Top 10 Holdings
52.5% Top 50 Holdings
71.0% Top 100 Holdings
Top 5 Companies
AVGOP Broadcom Inc
5.6%
MRK Merck & Co Inc
2.1%
FANG Diamondback Energy Inc
2.0%
JNJ Johnson & Johnson
1.6%
BAC Bank Of America Corp.
1.5%

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Sectors

Manufacturing 16.7%
Finance and Insurance 15.5%
Utilities 4.7%
Information 3.0%
Financial Services 2.5%
Retail Trade 2.0%
Finance 2.0%
Mining, Quarrying, and Oil and Gas Extraction 2.0%
Transportation and Warehousing 1.5%
Consumer Non-Durables 1.0%
Health Technology 0.8%
Wholesale Trade 0.6%
Real Estate and Rental and Leasing 0.5%
Industrials 0.5%
Accommodation and Food Services 0.2%
Administrative and Support and Waste Management and Remediation Services 0.1%
Professional, Scientific, and Technical Services 0.1%
Other 46.3%

Countries

Other 63.4%
United States 32.0%
United Kingdom 1.6%
Ireland 1.2%
Netherlands 0.5%
Switzerland 0.4%
Spain 0.4%
France 0.3%
Canada 0.2%
Other 0.0%

Stock Screener

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152 companies

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$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

Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing

Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing
Market Cap $1.72T
P/E Ratio 44.9
Dividends 0.7%
Total Investment $1.45B
Weight 3.04%

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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 $541M
Weight 1.14%

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Diamondback Energy Inc

FANG - Mining, Quarrying, and Oil and Gas Extraction

Diamondback Energy Inc

FANG - Mining, Quarrying, and Oil and Gas Extraction
Market Cap $54.05B
P/E Ratio 37.5
Dividends 2.2%
Total Investment $523.62M
Weight 1.10%

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Johnson & Johnson

JNJ - Manufacturing

Johnson & Johnson

JNJ - Manufacturing
Market Cap $825.47B
P/E Ratio 30.2
Dividends 2.0%
Total Investment $405.67M
Weight 0.85%

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Bank Of America Corp.

BAC - Finance and Insurance

Bank Of America Corp.

BAC - Finance and Insurance
Market Cap $701.54B
P/E Ratio 12.3
Dividends 2.1%
Total Investment $398.84M
Weight 0.84%

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Huntington Bancshares, Inc.

HBAN - Finance and Insurance

Huntington Bancshares, Inc.

HBAN - Finance and Insurance
Market Cap $34.02B
P/E Ratio 11.3
Dividends 4.0%
Total Investment $368.92M
Weight 0.78%

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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 $346.01M
Weight 0.73%

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Keurig Dr Pepper Inc

KDP - Manufacturing

Keurig Dr Pepper Inc

KDP - Manufacturing
Market Cap $43.21B
P/E Ratio 31.9
Dividends 2.9%
Total Investment $322.27M
Weight 0.68%

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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 $295.27M
Weight 0.62%

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American Electric Power Company Inc.

AEP - Utilities

American Electric Power Company Inc.

AEP - Utilities
Market Cap $66.87B
P/E Ratio 21.1
Dividends 3.1%
Total Investment $288.26M
Weight 0.61%

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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 $275.71M
Weight 0.58%

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CVS Health Corp

CVS - Retail Trade

CVS Health Corp

CVS - Retail Trade
Market Cap $110.74B
P/E Ratio 22.5
Dividends 3.1%
Total Investment $270.31M
Weight 0.57%

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Crown Castle Inc

CCI - Finance and Insurance

Crown Castle Inc

CCI - Finance and Insurance
Market Cap $34.8B
P/E Ratio 32.2
Dividends 5.3%
Total Investment $260.61M
Weight 0.55%

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T-Mobile US Inc

TMUS - Information

T-Mobile US Inc

TMUS - Information
Market Cap $346.84B
P/E Ratio 15.5
Dividends 2.7%
Total Investment $259.16M
Weight 0.55%

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Ferguson Enterprises Inc.

FERG - Real Estate and Rental and Leasing

Ferguson Enterprises Inc.

FERG - Real Estate and Rental and Leasing
Market Cap $42.67B
P/E Ratio 21.0
Dividends 1.6%
Total Investment $254.74M
Weight 0.54%

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Williams Cos Inc

WMB - Transportation and Warehousing

Williams Cos Inc

WMB - Transportation and Warehousing
Market Cap $88.99B
P/E Ratio 28.8
Dividends 2.9%
Total Investment $246.61M
Weight 0.52%

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NXP Semiconductors NV

NXPI - Manufacturing

NXP Semiconductors NV

NXPI - Manufacturing
Market Cap $57.37B
P/E Ratio 19.3
Dividends 1.8%
Total Investment $242.95M
Weight 0.51%

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Dicks Sporting Goods, Inc.

DKS - Retail Trade

Dicks Sporting Goods, Inc.

DKS - Retail Trade
Market Cap $11.67B
P/E Ratio 14.4
Dividends 3.6%
Total Investment $239.01M
Weight 0.50%

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CME Group Inc - Ordinary Shares - Class A

CME - Finance and Insurance

CME Group Inc - Ordinary Shares - Class A

CME - Finance and Insurance
Market Cap $100.88B
P/E Ratio 23.7
Dividends 4.0%
Total Investment $238.17M
Weight 0.50%

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Automatic Data Processing Inc.

ADP - Information

Automatic Data Processing Inc.

ADP - Information
Market Cap $119.05B
P/E Ratio 24.7
Dividends 2.5%
Total Investment $236.58M
Weight 0.50%

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