Vanguard Wellington™ Fund

Shareclass

Vanguard Wellington™ Admiral™ (VWENX)

Type

Open-end mutual fund

Manager

Vanguard

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

99.3

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 6 out of 708 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. AstraZeneca PLC ADR
0.87% of assets
$986.03M invested
2. Unilever PLC
0.94% of assets
$1.06B invested
3. Novartis AG Registered Shares
0.67% of assets
$764.61M invested
4. Welltower Inc
0.63% of assets
$717.74M invested
5. Procter & Gamble Co
0.75% of assets
$855.32M invested
6. Pernod Ricard SA
0.66% of assets
$751.89M invested
7. Wells Fargo & Co
1.59% of assets
$1.81B invested
8. JPMorgan Chase & Co
1.39% of assets
$1.59B invested
9. Uber Technologies Inc
0.71% of assets
$807.89M invested
10. Exelon Corp
0.66% of assets
$746.21M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. O'Reilly Automotive Inc
0.66% of assets
$753.39M invested
2. Broadcom Inc
1.69% of assets
$1.92B invested
3. Parker Hannifin Corp
0.86% of assets
$979.6M invested
4. Cheniere Energy Inc
0.33% of assets
$379.46M invested
5. KKR & Co Inc Ordinary Shares
0.86% of assets
$978.08M invested
6. Chugai Pharmaceutical Co Ltd
0.22% of assets
$253.47M invested
7. MercadoLibre Inc
0.19% of assets
$213.46M invested
8. Targa Resources Corp
0.38% of assets
$428.95M invested
9. Honeywell International Inc
0.56% of assets
$635.1M invested
10. Tesla Inc
0.24% of assets
$268.53M invested

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Financial performance

Performance data provided by

Find more financial data on VWENX at Morningstar.com

Gender Equality and Returns

Returns chart for Vanguard Wellington™ Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

VWENX

Vanguard Wellington™ Fund

Family

Vanguard

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.59% less in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VWENX

Vanguard Wellington™ Fund

Family

Vanguard

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.59% less in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VWENX

Vanguard Wellington™ Fund

Family

Vanguard

Category

Moderate Allocation

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.59% less in annualized returns

Higher overall gender equality score

3 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
VWENX - Vanguard Wellington™ Fund

25%

4.27%

8.56%

8.38%

58 / 100 points

Benchmark

38%

9.05%

15%

13%

55 / 100 points

Fund compared to benchmark

-13.41%

-4.79%

-6.68%

-4.59%

3 / 100 points higher

Find more financial data on VWENX at Morningstar.com

What's next?

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