Vanguard Wellington™ Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 5 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

Fund Holdings

Vanguard says, “Balanced funds are generally ‘middle-of-the-road’ investments that seek to provide some combination of income, capital appreciation, and conservation of capital by investing in a mix of stocks and bonds.” The fund invests in a mix of undervalued and dividend-paying stocks and mostly investment-grade bonds.

Asset Allocation

% Long % Net
Cash 2.35 2.35
Stocks 53.44 53.44
Bonds 28.02 28.02
Other 1.07 1.07
Foreign Bonds 4.8 4.8
Foreign Stocks 9.84 9.84
Convertible 0.0 0.0
Preferred 0.48 0.48

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Wells Fargo & Co WFC 17.56 2.29
Merck & Co Inc MRK 18.66 1.86
Microsoft Corp MSFT 13.42 1.7
JPMorgan Chase & Co JPM 0.43 1.69
Verizon Communications Inc VZ 2.63 1.64
Exxon Mobil Corporation XOM 1.46 1.62
Chevron Corp CVX 6.16 1.4
Comcast Corp Class A CMCSA 4.99 1.31
Johnson & Johnson JNJ 17.08 1.24
FNMA --- --- 1.19

Bond Ratings (%)

Updated 03.31.2014

Sector VWELX
AAA 28.86
AA 13.55
A 40.93
BBB 16.66
BB 0.0
B 0.0
Below B 0.0
Other 0.0

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