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VWELX Holdings List NMFQS:VWELX

Allocation--50% to 70% Equity | Vanguard
$47.52
↑ $0.00 (0.00%)
Last Updated: Jun 16, 2026

VWELX Holdings

Name Weight Owned Change
APPLE INC 4.05% - -
MICROSOFT CORP 3.92% - -
NVIDIA CORP 5.40% - -
ALPHABET INC-A 4.19% - -
AMAZON.COM INC 2.84% - -
UNITEDHEALTH GRP 2.05% - -
JPMORGAN CHASE 1.34% - -
WELLS FARGO CO 1.68% - -
BROADCOM INC 1.64% - -
META PLATFORMS-A 1.59% - -
ELI LILLY CO 1.24% - -
NASDAQ INC 1.20% - -
MERCK CO 1.17% - -

Asset Allocation

Bond 34.32%
Cash 0.79%
Non US Stock 4.30%
Not Classified 0.00%
Other 0.00%
US Stock 60.60%

Market Cap

AverageMarketCap 429981.73%
Giant 31.98%
Large 20.67%
Medium 12.20%
Micro 0.02%
Small 0.00%

Sector Weights

Cash and Equivalents 2.50%
Corporate 2.50%
Derivative 2.50%
Government 2.50%
Municipal 2.50%
Securitized 2.50%
Basic Materials 2.13%
Consumer Cyclical 10.85%
Financial Services 10.61%
Real Estate 2.59%
Consumer Defensive 4.41%
Healthcare 9.85%
Utilities 2.50%
Communication Services 12.32%
Energy 4.39%
Industrials 8.52%
Technology 31.83%

World Regions

Latin America 0.00%
North America 93.38%
Asia Developed 0.98%
Asia Emerging 0.00%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.00%
Europe Developed 1.76%
Europe Emerging 0.00%
United Kingdom 3.88%