Vanguard Wellington™ Fund
Shareclass
Vanguard Wellington™ Inv (VWELX)
Type
Open-end mutual fund
Manager
Military contractors
Largest international arms manufacturers and military contractors
5
holdings
$2.95B
invested
2.62%
of portfolio
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
4
holdings
$2.39B
invested
2.12%
of portfolio
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
0 direct stock holdings
Military weapon companies
5 holdings
5 holdings
- 1. Boeing Co$696.83M0.62%
- 2. Honeywell International Inc$683.71M0.61%
- 3. Fortive Corp$621.76M0.55%
- 4. Parker Hannifin Corp$561.69M0.5%
- 5. RTX Corp$384.12M0.34%
For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers
We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.
Vanguard Wellington™ Fund earns a D grade for investments in military weapons
Tweet Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Vanguard Wellington™ Fund VWELX
Environment
Social
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Financial performance
Performance data provided byFind more financial data on VWELX at Morningstar.com
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