VANGUARD WELLESLEY INCOME FUND
About this Fund
Vanguard Wellesley Income Fund is a renowned mutual fund company that has been a cornerstone of asset management and investment solutions for decades, offering a diverse range of investment portfolios to cater to the varied needs of its clients. As a leading player in the mutual fund industry, the company specializes in providing a broad spectrum of investment options, including equity, debt, and hybrid funds, each carefully crafted to meet the unique objectives and risk tolerance of its investors. With a strong focus on wealth management, Vanguard Wellesley Income Fund empowers its clients to achieve their long-term financial goals through a disciplined and research-driven approach to investment. The company's investment philosophy is centered around a systematic and transparent methodology, which enables its experienced team of portfolio managers to make informed decisions that drive consistent returns and minimize risk. For investors seeking a stable and regular income stream, Vanguard Wellesley Income Fund offers a range of debt and hybrid funds that provide a balanced portfolio with a mix of low-risk investments and higher-yielding securities. The company's equity funds, on the other hand, are designed for investors with a higher risk appetite, seeking to capitalize on growth opportunities in the stock market. Furthermore, the company's systematic investment plan, or SIP, allows investors to invest a fixed amount of money at regular intervals, providing a disciplined approach to wealth creation. By leveraging its extensive expertise and resources in asset management, Vanguard Wellesley Income Fund is able to provide its clients with access to a wide range of investment products and services, including portfolio management, retirement planning, and wealth advisory services. The company's commitment to transparency, accountability, and investor-centricity has earned it the trust and loyalty of its clients, who appreciate the personalized service and attention to detail that sets Vanguard Wellesley Income Fund apart from its peers. With a proven track record of delivering consistent returns and a deep understanding of the complexities of the investment landscape, Vanguard Wellesley Income Fund has established itself as a trusted partner for investors seeking to navigate the intricacies of the mutual fund market and achieve their financial objectives. The company's investor-focused approach is reflected in its dedication to providing exceptional customer service, timely communication, and comprehensive support to its clients, ensuring that their investment needs are met with precision and care. By combining its expertise in asset management with a passion for delivering outstanding investment solutions, Vanguard Wellesley Income Fund has become a preferred choice for investors seeking a reliable and experienced partner to manage their wealth and achieve their long-term financial goals. The company's emphasis on research and analysis enables its team of seasoned investment professionals to stay ahead of the curve, identifying emerging trends and opportunities that can help its clients stay ahead in the ever-evolving investment landscape. As a result, Vanguard Wellesley Income Fund has built a reputation for excellence in the mutual fund industry, with a loyal client base that appreciates the company's unwavering commitment to delivering value and driving investment success. With its comprehensive range of investment products, personalized service, and proven investment approach, Vanguard Wellesley Income Fund is well-positioned to continue meeting the evolving needs of its clients and cementing its position as a leading mutual fund company.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc Since 2026-05-10 | 037833100 | Equity (Common) |
7.73%
|
$1.27 | 4,666 |
| 2 | AMZN Amazon.com Inc Since 2026-05-10 | 023135106 | Equity (Common) |
7.11%
|
$1.17 | 5,057 |
| 3 | WELL Welltower Inc Since 2026-05-10 | 95040Q104 | Equity (Common) |
1.82%
|
$0.30 | 1,609 |
| 4 | META Meta Platforms Inc Since 2026-05-10 | 30303M102 | Equity (Common) |
1.39%
|
$0.23 | 345 |
| 5 | HASI HA Sustainable Infrastructure Capital Inc Since 2026-05-10 | 41068X100 | Equity (Common) |
0.94%
|
$0.15 | 4,888 |
| 6 | NXT Nextpower Inc Since 2026-05-10 | 65290E101 | Equity (Common) |
1.04%
|
$0.17 | 1,965 |
| 7 | CLH Clean Harbors Inc Since 2026-05-10 | 184496107 | Equity (Common) |
0.69%
|
$0.11 | 480 |
| 8 | IOT Samsara Inc Since 2026-05-10 | 79589L106 | Equity (Common) |
1.28%
|
$0.21 | 5,914 |
| 9 | SKY Champion Homes Inc Since 2026-05-10 | 830830105 | Equity (Common) |
0.75%
|
$0.12 | 1,452 |
| 10 | SHAK Shake Shack Inc Since 2026-05-10 | 819047101 | Equity (Common) |
0.40%
|
$0.07 | 804 |
| 11 | TSLA Tesla Inc Since 2026-05-10 | 88160R101 | Equity (Common) |
2.14%
|
$0.35 | 782 |
| 12 | HUBS HubSpot Inc Since 2026-05-10 | 443573100 | Equity (Common) |
0.91%
|
$0.15 | 372 |
| 13 | COHR Coherent Corp Since 2026-05-10 | 19247G107 | Equity (Common) |
1.71%
|
$0.28 | 1,518 |
| 14 | ABNB Airbnb Inc Since 2026-05-10 | 009066101 | Equity (Common) |
1.51%
|
$0.25 | 1,830 |
| 15 | WIX Wix.com Ltd Since 2026-05-10 | M98068105 | Equity (Common) |
1.06%
|
$0.17 | 1,668 |
| 16 | NTRA Natera Inc Since 2026-05-10 | 632307104 | Equity (Common) |
0.96%
|
$0.16 | 688 |
| 17 | MELI MercadoLibre Inc Since 2026-05-10 | 58733R102 | Equity (Common) |
2.04%
|
$0.33 | 166 |
| 18 | SHOP Shopify Inc Since 2026-05-10 | 82509L107 | Equity (Common) |
1.32%
|
$0.22 | 1,344 |
| 19 | NFLX Netflix Inc Since 2026-05-10 | 64110L106 | Equity (Common) |
1.26%
|
$0.21 | 2,205 |
| 20 | AXON Axon Enterprise Inc Since 2026-05-10 | 05464C101 | Equity (Common) |
1.63%
|
$0.27 | 472 |
| 21 | FSLR First Solar Inc Since 2026-05-10 | 336433107 | Equity (Common) |
1.11%
|
$0.18 | 696 |
| 22 | FLUT Flutter Entertainment PLC Since 2026-05-10 | G3643J108 | Equity (Common) |
0.81%
|
$0.13 | 615 |
| 23 | U Unity Software Inc Since 2026-05-10 | 91332U101 | Equity (Common) |
1.00%
|
$0.16 | 3,705 |
| 24 | AVGO Broadcom Inc Since 2026-05-10 | 11135F101 | Equity (Common) |
4.71%
|
$0.77 | 2,234 |
| 25 | GOOG Alphabet Inc Since 2026-05-10 | 02079K305 | Equity (Common) |
8.02%
|
$1.32 | 4,207 |
| 26 | RVMD REVOLUTION Medicines Inc Since 2026-05-10 | 76155X100 | Equity (Common) |
1.29%
|
$0.21 | 2,663 |