The fund employs an active management approach, typically investing 60 percent to 65 percent of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35 percent to 40 percent of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends. Downside deviation of 0.4% indicates contained downside behavior. It is managed by Vanguard. Beta of 0.01 suggests a relatively defensive profile.
Vanguard Wellesley Income (VWIAX) currently is priced at $62.61 as of April 25, 2026, representing 0.13% down on the day after opening at $62.69. VANGUARD WELLESLEY currently exhibits 22% estimated likelihood of significant NAV decline over the forecast period. Over the prior 90 trading days, VANGUARD WELLESLEY has produced modest risk-adjusted performance, in line with its mild performance profile. The performance scores are measured across the period from January 25, 2026 to April 25, 2026. Learn more.
Vanguard Wellesley Income [VWIAX] is traded in USA. The fund is listed under the Allocation--30% to 50% Equity category and is part of the Vanguard family. This fund at this time has accumulated 53.15 B in net assets with a minimum initial investment of $50 K. Vanguard Wellesley Income is currently producing a year-to-date (YTD) return of 2.83%, while the total return for the last 3 years is 8.29%. VANGUARD WELLESLEY operates as a operator in the vanguard segment where revenue is driven by core operating activities and end-market demand within its industry. VANGUARD WELLESLEY financial stability analysis
Investors typically prefer portfolios diversified across different sectors. Wider sector coverage improves the probability of positive returns, though it may compress VANGUARD Mutual Fund expected return.
Investment funds like Vanguard Wellesley Income Mutual Fund offer a low-cost alternative to custom portfolios. Sector fund diversification can be an effective strategy for adjusting sector exposure.
The fund keeps about 58.15% of net assets in bonds. Vanguard Wellesley Income's last dividend was $0.18 per share. Vanguard Wellesley Income (VWIAX) recorded $68.4 billion in Total Assets and $53.2 billion in Net Assets.
Top Vanguard Wellesley Income Mutual Fund Constituents
Monitoring VANGUARD WELLESLEY's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
NAV projections for Vanguard Wellesley Income within Allocation--30% to 50% Equity rely on smoothing, regression, and moving-average techniques applied to historical prices. With a one-year return of 13.9%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.
The fund overview for VANGUARD WELLESLEY summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Vanguard Funds, Large Value Funds, Allocation--30% to 50% Equity Funds. The current allocation is approximately 38.0% equities, 58.0% bonds and 1.0% cash. It is classified under Allocation--30% to 50% Equity within the Vanguard family.
Methodology
Unless otherwise specified, data for Vanguard Wellesley Income is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Vanguard Wellesley Income market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Vanguard Wellesley Income may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board