Vanguard Wellington™ Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 5 2
Zacks Investment Research
3 (Hold)
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 0.9 0.9
Stocks 54.91 54.91
Bonds 28.57 28.57
Other 0.23 0.23
Foreign Bonds 4.36 4.36
Foreign Stocks 10.48 10.48
Convertible 0.0 0.0
Preferred 0.55 0.55

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Wells Fargo & Co WFC 2.31 2.19
Exxon Mobil Corporation XOM -5.01 1.76
Merck & Co Inc MRK 12.73 1.72
JPMorgan Chase & Co JPM -3.23 1.7
Microsoft Corporation MSFT 1.74 1.69
Verizon Communications Inc VZ -2.65 1.54
Comcast Corp Class A CMCSA -1.86 1.42
Chevron Corp CVX -7.26 1.29
ACE Ltd ACE -6.26 1.23
Prudential Financial Inc PRU -9.43 1.22

Bond Ratings (%)

Updated 12.31.2013

Sector VWELX
AAA 28.24
AA 13.53
A 41.13
BBB 17.1
BB 0.0
B 0.0
Below B 0.0
Other 0.0