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VANGUARD WELLESLEY INCOME FUND

CIK: 0000105544 Fixed Income
Report date: 2026-05-28
AUM $5M
Expense Ratio
Category Fixed Income
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-28

Holdings

From latest SEC N-PORT filing · US-listed stocks only

173 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 JPM JPMorgan Chase & Co Since 2026-07-07 46647PDG8 Debt
0.53%
$0.02 24,000
2 BMO Bank of Montreal Since 2026-07-07 06368MXU3 Debt
0.11%
$0.01 5,000
3 GPN Global Payments Inc Since 2026-07-07 37940XAP7 Debt
0.16%
$0.01 7,000
4 WMT Walmart Inc Since 2026-07-07 931142FL2 Debt
0.11%
$0.01 5,000
5 JBL Jabil Inc Since 2026-07-07 466313AM5 Debt
0.04%
$0.00 2,000
6 RY Royal Bank of Canada Since 2026-07-07 78017DAF5 Debt
0.29%
$0.01 13,000
7 RPRX Royalty Pharma PLC Since 2026-07-07 78081BAJ2 Debt
0.17%
$0.01 8,000
8 JPM JPMorgan Chase & Co Since 2026-07-07 46625HNJ5 Debt
0.16%
$0.01 7,000
9 C Citigroup Inc Since 2026-07-07 172967NG2 Debt
0.31%
$0.01 14,000
10 JPM JPMorgan Chase & Co Since 2026-07-07 46647PDA1 Debt
0.20%
$0.01 9,000
11 RCI Rogers Communications Inc Since 2026-07-07 775109CG4 Debt
0.20%
$0.01 9,000
12 SNPS Synopsys Inc Since 2026-07-07 871607AA5 Debt
0.16%
$0.01 7,000
13 VZ Verizon Communications Inc Since 2026-07-07 92343VDY7 Debt
0.29%
$0.01 13,000
14 APD Air Products and Chemicals Inc Since 2026-07-07 009158AY2 Debt
0.11%
$0.01 5,000
15 JEF Jefferies Financial Group Inc Since 2026-07-07 47233JAG3 Debt
0.11%
$0.01 5,000
16 LVS Las Vegas Sands Corp Since 2026-07-07 517834AJ6 Debt
0.11%
$0.01 5,000
17 RY Royal Bank of Canada Since 2026-07-07 78016FZS6 Debt
0.16%
$0.01 7,000
18 MS Morgan Stanley Since 2026-07-07 61747YER2 Debt
0.40%
$0.02 18,000
19 LHX L3Harris Technologies Inc Since 2026-07-07 502431AP4 Debt
0.22%
$0.01 10,000
20 ORLY O'Reilly Automotive Inc Since 2026-07-07 67103HAF4 Debt
0.15%
$0.01 7,000
21 KDP Keurig Dr Pepper Inc Since 2026-07-07 49271VAW0 Debt
0.11%
$0.01 5,000
22 MS Morgan Stanley Since 2026-07-07 61744YAK4 Debt
0.26%
$0.01 12,000
23 V Visa Inc Since 2026-07-07 92826CAH5 Debt
0.15%
$0.01 7,000
24 TSN Tyson Foods Inc Since 2026-07-07 902494BC6 Debt
0.13%
$0.01 6,000
25 JPM JPMorgan Chase & Co Since 2026-07-07 46647PEE2 Debt
0.22%
$0.01 10,000
26 A Agilent Technologies Inc Since 2026-07-07 00846UAQ4 Debt
0.04%
$0.00 2,000
27 AMZN Amazon.com Inc Since 2026-07-07 023135CF1 Debt
0.22%
$0.01 10,000
28 TRGP Targa Resources Corp Since 2026-07-07 87612KAA0 Debt
0.11%
$0.01 5,000
29 PSX Phillips 66 Co Since 2026-07-07 718547AT9 Debt
0.16%
$0.01 7,000
30 BWA BorgWarner Inc Since 2026-07-07 099724AL0 Debt
0.17%
$0.01 8,000
31 AMZN Amazon.com Inc Since 2026-07-07 023135BR6 Debt
0.52%
$0.02 24,000
32 BAX Baxter International Inc Since 2026-07-07 071813CL1 Debt
0.11%
$0.01 5,000
33 JPM JPMorgan Chase & Co Since 2026-07-07 46647PEL6 Debt
0.13%
$0.01 6,000
34 ECL Ecolab Inc Since 2026-07-07 278865BD1 Debt
0.04%
$0.00 2,000
35 SYF Synchrony Financial Since 2026-07-07 87165BAM5 Debt
0.18%
$0.01 8,000
36 JNJ Johnson & Johnson Since 2026-07-07 478160CE2 Debt
0.07%
$0.00 3,000
37 MS Morgan Stanley Since 2026-07-07 61747YFP5 Debt
0.16%
$0.01 7,000
38 ABBV AbbVie Inc Since 2026-07-07 00287YDR7 Debt
0.36%
$0.02 16,000
39 HUM Humana Inc Since 2026-07-07 444859BQ4 Debt
0.11%
$0.01 5,000
40 COR Cencora Inc Since 2026-07-07 03073EAP0 Debt
0.20%
$0.01 9,000
41 HPQ HP Inc Since 2026-07-07 40434LAB1 Debt
0.11%
$0.01 5,000
42 AMZN Amazon.com Inc Since 2026-07-07 023135BC9 Debt
0.42%
$0.02 19,000
43 AMZN Amazon.com Inc Since 2026-07-07 023135CP9 Debt
0.20%
$0.01 9,000
44 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607QFD9 Debt
0.11%
$0.01 5,000
45 FANG Diamondback Energy Inc Since 2026-07-07 25278XAX7 Debt
0.16%
$0.01 7,000
46 LUV Southwest Airlines Co Since 2026-07-07 844741BK3 Debt
0.22%
$0.01 10,000
47 AMGN Amgen Inc Since 2026-07-07 031162CQ1 Debt
0.48%
$0.02 22,000
48 AAPL Apple Inc Since 2026-07-07 037833DK3 Debt
0.59%
$0.03 27,000
49 FE FirstEnergy Corp Since 2026-07-07 337932AH0 Debt
0.24%
$0.01 11,000
50 VTRS Viatris Inc Since 2026-07-07 92556VAC0 Debt
0.11%
$0.01 5,000
51 GEHC GE HealthCare Technologies Inc Since 2026-07-07 36267VAF0 Debt
0.29%
$0.01 13,000
52 PM Philip Morris International Inc Since 2026-07-07 718172DM8 Debt
0.27%
$0.01 12,000
53 RY Royal Bank of Canada Since 2026-07-07 78016EZD2 Debt
0.22%
$0.01 10,000
54 CTRA Coterra Energy Inc Since 2026-07-07 127097AG8 Debt
0.11%
$0.01 5,000
55 JPM JPMorgan Chase & Co Since 2026-07-07 46647PEA0 Debt
0.20%
$0.01 9,000
56 AZN AstraZeneca PLC Since 2026-07-07 046353AN8 Debt
0.07%
$0.00 3,000
57 V Visa Inc Since 2026-07-07 92826CAL6 Debt
0.22%
$0.01 10,000
58 PM Philip Morris International Inc Since 2026-07-07 718172DF3 Debt
0.11%
$0.01 5,000
59 AJG Arthur J Gallagher & Co Since 2026-07-07 04316JAK5 Debt
0.16%
$0.01 7,000
60 ELV Elevance Health Inc Since 2026-07-07 036752AB9 Debt
0.26%
$0.01 12,000
61 PM Philip Morris International Inc Since 2026-07-07 718172CV9 Debt
0.16%
$0.01 7,000
62 ENB Enbridge Inc Since 2026-07-07 29250NCA1 Debt
0.22%
$0.01 10,000
63 FISV Fiserv Inc Since 2026-07-07 337738BJ6 Debt
0.16%
$0.01 7,000
64 PEP PepsiCo Inc Since 2026-07-07 713448DY1 Debt
0.24%
$0.01 11,000
65 FITB Fifth Third Bancorp Since 2026-07-07 316773DA5 Debt
0.11%
$0.01 5,000
66 RY Royal Bank of Canada Since 2026-07-07 78017DAN8 Debt
0.15%
$0.01 7,000
67 MS Morgan Stanley Since 2026-07-07 61761JZN2 Debt
0.60%
$0.03 27,000
68 OC Owens Corning Since 2026-07-07 690742AN1 Debt
0.16%
$0.01 7,000
69 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607PVP6 Debt
0.16%
$0.01 7,000
70 AZO AutoZone Inc Since 2026-07-07 053332AV4 Debt
0.15%
$0.01 7,000
71 HON Honeywell International Inc Since 2026-07-07 438516CE4 Debt
0.15%
$0.01 7,000
72 SPGI S&P Global Inc Since 2026-07-07 78409VBH6 Debt
0.28%
$0.01 13,000
73 MS Morgan Stanley Since 2026-07-07 61746BEF9 Debt
0.24%
$0.01 11,000
74 PWR Quanta Services Inc Since 2026-07-07 74762EAK8 Debt
0.04%
$0.00 2,000
75 ZTS Zoetis Inc Since 2026-07-07 98978VAL7 Debt
0.15%
$0.01 7,000
76 HII Huntington Ingalls Industries Inc Since 2026-07-07 446413AL0 Debt
0.11%
$0.01 5,000
77 C Citigroup Inc Since 2026-07-07 172967NS6 Debt
0.27%
$0.01 12,000
78 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607HR61 Debt
0.26%
$0.01 12,000
79 HSBC HSBC Holdings PLC Since 2026-07-07 404280BK4 Debt
0.26%
$0.01 12,000
80 WDAY Workday Inc Since 2026-07-07 98138HAG6 Debt
0.11%
$0.01 5,000
81 EMR Emerson Electric Co Since 2026-07-07 291011BL7 Debt
0.04%
$0.00 2,000
82 KEYS Keysight Technologies Inc Since 2026-07-07 49338LAE3 Debt
0.13%
$0.01 6,000
83 HSBC HSBC Holdings PLC Since 2026-07-07 404280DR7 Debt
0.25%
$0.01 11,000
84 XEL Xcel Energy Inc Since 2026-07-07 98388MAB3 Debt
0.04%
$0.00 2,000
85 MS Morgan Stanley Since 2026-07-07 61747YEV3 Debt
0.30%
$0.01 13,000
86 HSBC HSBC Holdings PLC Since 2026-07-07 404280DF3 Debt
0.62%
$0.03 28,000
87 JPM JPMorgan Chase & Co Since 2026-07-07 46647PEP7 Debt
0.20%
$0.01 9,000
88 JNJ Johnson & Johnson Since 2026-07-07 478160CP7 Debt
0.49%
$0.02 23,000
89 PFE Pfizer Inc Since 2026-07-07 717081FJ7 Debt
0.18%
$0.01 8,000
90 EFX Equifax Inc Since 2026-07-07 294429AV7 Debt
0.16%
$0.01 7,000
91 FITB Fifth Third Bancorp Since 2026-07-07 316773DJ6 Debt
0.11%
$0.01 5,000
92 CDNS Cadence Design Systems Inc Since 2026-07-07 127387AM0 Debt
0.04%
$0.00 2,000
93 JPM JPMorgan Chase & Co Since 2026-07-07 46647PBR6 Debt
0.15%
$0.01 7,000
94 RY Royal Bank of Canada Since 2026-07-07 78016HZT0 Debt
0.13%
$0.01 6,000
95 RY Royal Bank of Canada Since 2026-07-07 78017FZS5 Debt
0.11%
$0.01 5,000
96 WTRG Essential Utilities Inc Since 2026-07-07 29670GAJ1 Debt
0.04%
$0.00 2,000
97 STZ Constellation Brands Inc Since 2026-07-07 21036PBK3 Debt
0.18%
$0.01 8,000
98 MS Morgan Stanley Since 2026-07-07 61747YEK7 Debt
0.31%
$0.01 14,000
99 JPM JPMorgan Chase & Co Since 2026-07-07 46647PAF3 Debt
0.40%
$0.02 18,000
100 FISV Fiserv Inc Since 2026-07-07 337738BB3 Debt
0.17%
$0.01 8,000
101 GPN Global Payments Inc Since 2026-07-07 37940XAG7 Debt
0.07%
$0.00 3,000
102 AAPL Apple Inc Since 2026-07-07 037833CR9 Debt
0.29%
$0.01 13,000
103 BMO Bank of Montreal Since 2026-07-07 06368FAJ8 Debt
0.15%
$0.01 7,000
104 EIX Edison International Since 2026-07-07 281020AN7 Debt
0.07%
$0.00 3,000
105 HSBC HSBC Holdings PLC Since 2026-07-07 404280DG1 Debt
0.22%
$0.01 10,000
106 MRK Merck & Co Inc Since 2026-07-07 58933YBC8 Debt
0.17%
$0.01 8,000
107 CSCO Cisco Systems Inc Since 2026-07-07 17275RBQ4 Debt
0.31%
$0.01 14,000
108 ZBH Zimmer Biomet Holdings Inc Since 2026-07-07 98956PBA9 Debt
0.11%
$0.01 5,000
109 T AT&T Inc Since 2026-07-07 00206RJX1 Debt
0.39%
$0.02 18,000
110 IR Ingersoll Rand Inc Since 2026-07-07 45687VAC0 Debt
0.16%
$0.01 7,000
111 C Citigroup Inc Since 2026-07-07 172967KA8 Debt
0.44%
$0.02 20,000
112 AMAT Applied Materials Inc Since 2026-07-07 038222AL9 Debt
0.18%
$0.01 8,000
113 KEY KeyCorp Since 2026-07-07 49326EEK5 Debt
0.11%
$0.01 5,000
114 HSBC HSBC Holdings PLC Since 2026-07-07 404280EM7 Debt
0.34%
$0.01 15,000
115 EBAY eBay Inc Since 2026-07-07 278642AU7 Debt
0.15%
$0.01 7,000
116 BXSL Blackstone Secured Lending Fund Since 2026-07-07 09261XAD4 Debt
0.15%
$0.01 7,000
117 TTWO Take-Two Interactive Software Inc Since 2026-07-07 874054AG4 Debt
0.26%
$0.01 12,000
118 WEC WEC Energy Group Inc Since 2026-07-07 92939UAD8 Debt
0.15%
$0.01 7,000
119 GILD Gilead Sciences Inc Since 2026-07-07 375558BM4 Debt
0.13%
$0.01 6,000
120 INTU Intuit Inc Since 2026-07-07 46124HAC0 Debt
0.04%
$0.00 2,000
121 ADSK Autodesk Inc Since 2026-07-07 052769AE6 Debt
0.15%
$0.01 7,000
122 HSBC HSBC Holdings PLC Since 2026-07-07 404280CL1 Debt
0.19%
$0.01 9,000
123 BHF Brighthouse Financial Inc Since 2026-07-07 10922NAC7 Debt
0.11%
$0.01 5,000
124 WM Waste Management Inc Since 2026-07-07 94106LBE8 Debt
0.17%
$0.01 8,000
125 GOOG Alphabet Inc Since 2026-07-07 02079KAJ6 Debt
0.17%
$0.01 8,000
126 MRK Merck & Co Inc Since 2026-07-07 58933YBP9 Debt
0.22%
$0.01 10,000
127 C Citigroup Inc Since 2026-07-07 172967LS8 Debt
0.26%
$0.01 12,000
128 ILMN Illumina Inc Since 2026-07-07 452327AP4 Debt
0.05%
$0.00 2,000
129 DRI Darden Restaurants Inc Since 2026-07-07 237194AL9 Debt
0.04%
$0.00 2,000
130 JPM JPMorgan Chase & Co Since 2026-07-07 46625HRX0 Debt
0.26%
$0.01 12,000
131 NKE NIKE Inc Since 2026-07-07 654106AJ2 Debt
0.15%
$0.01 7,000
132 TMO Thermo Fisher Scientific Inc Since 2026-07-07 883556CT7 Debt
0.16%
$0.01 7,000
133 JPM JPMorgan Chase & Co Since 2026-07-07 46625HRY8 Debt
0.20%
$0.01 9,000
134 ECL Ecolab Inc Since 2026-07-07 278865BL3 Debt
0.11%
$0.01 5,000
135 AL Air Lease Corp Since 2026-07-07 00914AAT9 Debt
0.11%
$0.01 5,000
136 NTAP NetApp Inc Since 2026-07-07 64110DAJ3 Debt
0.04%
$0.00 2,000
137 T AT&T Inc Since 2026-07-07 00206RDQ2 Debt
0.29%
$0.01 13,000
138 JPM JPMorgan Chase & Co Since 2026-07-07 46647PCW4 Debt
0.37%
$0.02 17,000
139 OKE ONEOK Inc Since 2026-07-07 682680CB7 Debt
0.29%
$0.01 13,000
140 HMC Honda Motor Co Ltd Since 2026-07-07 438127AB8 Debt
0.24%
$0.01 11,000
141 FDS FactSet Research Systems Inc Since 2026-07-07 303075AA3 Debt
0.04%
$0.00 2,000
142 NI NiSource Inc Since 2026-07-07 65473QBE2 Debt
0.24%
$0.01 11,000
143 RY Royal Bank of Canada Since 2026-07-07 78016FZU1 Debt
0.18%
$0.01 8,000
144 META Meta Platforms Inc Since 2026-07-07 30303M8G0 Debt
0.48%
$0.02 22,000
145 C Citigroup Inc Since 2026-07-07 172967PZ8 Debt
0.22%
$0.01 10,000
146 CAH Cardinal Health Inc Since 2026-07-07 14149YBJ6 Debt
0.15%
$0.01 7,000
147 PYPL PayPal Holdings Inc Since 2026-07-07 70450YAK9 Debt
0.04%
$0.00 2,000
148 UPS United Parcel Service Inc Since 2026-07-07 911312BM7 Debt
0.11%
$0.01 5,000
149 C Citigroup Inc Since 2026-07-07 172967LP4 Debt
0.29%
$0.01 13,000
150 ES Eversource Energy Since 2026-07-07 30040WAQ1 Debt
0.11%
$0.01 5,000
151 JNJ Johnson & Johnson Since 2026-07-07 478160DG6 Debt
0.16%
$0.01 7,000
152 C Citigroup Inc Since 2026-07-07 172967LD1 Debt
0.46%
$0.02 21,000
153 ALLY Ally Financial Inc Since 2026-07-07 02005NBR0 Debt
0.25%
$0.01 11,000
154 CRBG Corebridge Financial Inc Since 2026-07-07 21871XAD1 Debt
0.20%
$0.01 9,000
155 AAPL Apple Inc Since 2026-07-07 037833DB3 Debt
0.28%
$0.01 13,000
156 SRE Sempra Since 2026-07-07 816851BA6 Debt
0.11%
$0.01 5,000
157 ADBE Adobe Inc Since 2026-07-07 00724PAE9 Debt
0.16%
$0.01 7,000
158 MDLZ Mondelez International Inc Since 2026-07-07 609207BA2 Debt
0.11%
$0.01 5,000
159 CAG Conagra Brands Inc Since 2026-07-07 205887CF7 Debt
0.17%
$0.01 8,000
160 CM Canadian Imperial Bank of Commerce Since 2026-07-07 13607L8C0 Debt
0.11%
$0.01 5,000
161 EQIX Equinix Inc Since 2026-07-07 29444UBG0 Debt
0.04%
$0.00 2,000
162 ES Eversource Energy Since 2026-07-07 30040WAR9 Debt
0.04%
$0.00 2,000
163 PEP PepsiCo Inc Since 2026-07-07 713448GD4 Debt
0.11%
$0.01 5,000
164 AL Air Lease Corp Since 2026-07-07 00912XAV6 Debt
0.11%
$0.01 5,000
165 ROP Roper Technologies Inc Since 2026-07-07 776743AN6 Debt
0.11%
$0.01 5,000
166 HSBC HSBC Holdings PLC Since 2026-07-07 404280EF2 Debt
0.18%
$0.01 8,000
167 EXPE Expedia Group Inc Since 2026-07-07 30212PBK0 Debt
0.11%
$0.01 5,000
168 BMO Bank of Montreal Since 2026-07-07 06368LAQ9 Debt
0.22%
$0.01 10,000
169 RSG Republic Services Inc Since 2026-07-07 760759AS9 Debt
0.11%
$0.01 5,000
170 GILD Gilead Sciences Inc Since 2026-07-07 375558BX0 Debt
0.17%
$0.01 8,000
171 WMT Walmart Inc Since 2026-07-07 931142EX7 Debt
0.16%
$0.01 7,000
172 AAPL Apple Inc Since 2026-07-07 037833CX6 Debt
0.15%
$0.01 7,000
173 OHI Omega Healthcare Investors Inc Since 2026-07-07 681936BF6 Debt
0.11%
$0.01 5,000
Frequently Asked Questions — VANGUARD WELLESLEY INCOME FUND
What type of mutual fund is VANGUARD WELLESLEY INCOME FUND?
VANGUARD WELLESLEY INCOME FUND is a SEC-registered Fixed Income fund, with $5M in assets under management. Fixed Income funds invest in bonds, government securities, and other debt instruments, seeking regular income and capital preservation. They are generally considered lower risk than equity funds but are sensitive to changes in interest rates — when rates rise, bond prices typically fall. Fixed income funds are commonly used by income-oriented investors or as a portfolio stabiliser alongside equities. As of its latest SEC N-PORT filing, VANGUARD WELLESLEY INCOME FUND holds 173 portfolio positions, all detailed in the holdings table on this page.
What are VANGUARD WELLESLEY INCOME FUND's assets under management (AUM)?
VANGUARD WELLESLEY INCOME FUND has $5M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are VANGUARD WELLESLEY INCOME FUND's top holdings?
According to VANGUARD WELLESLEY INCOME FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include JPMorgan Chase & Co, Bank of Montreal, Global Payments Inc , among others. The complete list of all 173 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is VANGUARD WELLESLEY INCOME FUND's expense ratio?
Expense ratio data for VANGUARD WELLESLEY INCOME FUND is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find VANGUARD WELLESLEY INCOME FUND's SEC filings?
VANGUARD WELLESLEY INCOME FUND is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000105544. You can access all of VANGUARD WELLESLEY INCOME FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000105544). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is VANGUARD WELLESLEY INCOME FUND's holdings data on StockSifting?
Holdings data for VANGUARD WELLESLEY INCOME FUND on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.