Vanguard Wellington™ Fund

Shareclass
Vanguard Wellington™ Inv (VWELX)
Type
Open-end mutual fund
Manager
Military weapon grade: Fund is invested in military contractors above the threshold of 2.5% and below the threshold of 4%. Assigned a grade of D.
How we track weapon investments
D
$2.95 BILLION
Military weapons
5
military weapon stocks found
2.62%
of assets flagged
Data as of 30 Jun 2024
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
5
holdings
$2.95B
invested
2.62%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
4
holdings
$2.39B
invested
2.12%
of portfolio
Controversial weapons
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
    Nuclear weapons
    $696.83M
    0.62%
  • 2.  Honeywell International Inc
    Nuclear weapons
    $683.71M
    0.61%
  • 3.  Fortive Corp
    Nuclear weapons
    $621.76M
    0.55%
  • 4.  Parker Hannifin Corp
    $561.69M
    0.5%
  • 5.  RTX Corp
    Nuclear weapons
    $384.12M
    0.34%
  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
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Financial performance
Performance data provided byMorningstarFind more financial data on VWELX at Morningstar.com
Current fund
VWELX
Vanguard Wellington™ Fund
Family
Vanguard
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.74% less in annualized returns
Less invested in military weapons 
0.4% less invested
Less invested in major military contractors 
0.4% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.2% less invested
Less invested in manufacturers of controversial weapons 
0.85% less invested
Current fund
VWELX
Vanguard Wellington™ Fund
Family
Vanguard
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.74% less in annualized returns
Less invested in military weapons 
0.4% less invested
Less invested in major military contractors 
0.4% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.2% less invested
Less invested in manufacturers of controversial weapons 
0.85% less invested
Current fund
VWELX
Vanguard Wellington™ Fund
Family
Vanguard
Category
Moderate Allocation
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.74% less in annualized returns
Less invested in military weapons 
0.4% less invested
Less invested in major military contractors 
0.4% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.2% less invested
Less invested in manufacturers of controversial weapons 
0.85% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
VWELX - Vanguard Wellington™ Fund
25%
6.08%
9.07%
8.6%
2.62% 
Benchmark
IVV - iShares Core S&P 500 ETF
36%
12%
16%
13%
3.02% 
Fund compared to benchmark
 
-11.54%
-5.8%
-6.88%
-4.74%
0.4%  lower
Find more financial data on VWELX at Morningstar.com
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