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VWINX Holdings List NMFQS:VWINX

Allocation--30% to 50% Equity | Vanguard
$25.80
↓ $-0.70 (-2.64%)
Last Updated: Feb 01, 2026

Vanguard Wellesley Income Inv (VWINX) is a Allocation--30% to 50% Equity fund with $54.83 Billion in assets. The fund allocates 10.33% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is JPMORGAN CHASE at 1.35% of total assets. This is followed by MERCK CO (1.11%) and EOG RESOURCES (1.16%).

VWINX Holdings

Name Weight Owned Change
JPMORGAN CHASE 1.35% - -
MERCK CO 1.11% - -
EOG RESOURCES 1.16% - -
CONOCOPHILLIPS 1.13% - -
JOHNSONJOHNSON 1.18% - -
PFIZER INC 0.76% - -
BROADCOM INC 1.33% - -
US TREASURY N/B 0.72% - -
CISCO SYSTEMS 0.84% - -
PHILIP MORRIS IN 0.75% - -
UNITEDHEALTH GRP 1.39% - -
BANK OF AMERICA 1.03% - -
AMERICAN INTERNA 0.76% - -

Asset Allocation

Bond 61.37%
Cash 1.12%
Non US Stock 4.73%
Not Classified 0.08%
Other 0.00%
US Stock 32.70%

Market Cap

AverageMarketCap 91230.00%
Giant 8.64%
Large 12.28%
Medium 16.06%
Micro 0.00%
Small 0.41%

Sector Weights

Cash and Equivalents 8.25%
Corporate 8.25%
Derivative 8.25%
Government 8.25%
Municipal 8.25%
Securitized 8.25%
Basic Materials 3.87%
Consumer Cyclical 4.25%
Financial Services 20.06%
Real Estate 3.70%
Consumer Defensive 10.02%
Healthcare 17.62%
Utilities 8.25%
Communication Services 1.27%
Energy 9.63%
Industrials 11.60%
Technology 9.71%

World Regions

Latin America 0.00%
North America 89.96%
Asia Developed 0.00%
Asia Emerging 0.00%
Australasia 0.00%
Japan 0.00%
Africa/Middle East 0.00%
Europe Developed 5.41%
Europe Emerging 0.00%
United Kingdom 4.63%