Titelia

Holdings of VANGUARD WELLESLEY INCOME FUND

VANGUARD WELLESLEY INCOME FUND · Original filing · Compare with another fund · Report an error

Net assets
47.4B $ including 17.6B $ in equities, 37.2 %
Positions
75 in 8 countries
Bond lines
517 from 131 companies
Top ten
9.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Broadcom Inc 2,742,874848.9M $1.79 %
2Merck & Co Inc 4,635,428557.6M $1.18 %
3Diamondback Energy Inc 2,258,800446.8M $0.94 %
4Johnson & Johnson 1,810,626442.6M $0.93 %
5Bank of America Corp 8,356,337407.4M $0.86 %
6Cisco Systems, Inc. 4,919,411381.7M $0.80 %
7Unilever PLC 6,306,276359.3M $0.76 %
8T-Mobile US Inc 1,624,749341.2M $0.72 %
9Huntington Bancshares Inc/OH 21,072,900329.8M $0.70 %
10Crown Castle Inc 3,888,000316.1M $0.67 %
11Honeywell International Inc 1,378,674311.6M $0.66 %
12Keurig Dr Pepper Inc 11,560,006304.4M $0.64 %
13M&T Bank Corp 1,406,217290.7M $0.61 %
14Marsh & McLennan Cos Inc 1,528,456265.1M $0.56 %
15Dominion Energy Inc 4,136,735255.7M $0.54 %
16Sempra 2,628,679255.4M $0.54 %
17American Electric Power Co Inc 1,946,283255.1M $0.54 %
18Dick's Sporting Goods Inc 1,272,438252.3M $0.53 %
19Targa Resources Corp 999,040250.5M $0.53 %
20ConocoPhillips 1,835,328242.3M $0.51 %
21Philip Morris International Inc. 1,464,064242.1M $0.51 %
22Gilead Sciences Inc 1,732,963241.5M $0.51 %
23Ferguson Enterprises Inc 1,031,965240.7M $0.51 %
24American International Group Inc 3,151,497237.2M $0.50 %
25TE Connectivity PLC 1,122,612234.6M $0.49 %
26Ares Management Corp 2,140,672233.5M $0.49 %
27Progressive Corp/The 1,172,079232.4M $0.49 %
28L3Harris Technologies Inc 671,825231.9M $0.49 %
29Regions Financial Corp 8,774,656229.2M $0.48 %
30NXP Semiconductors NV 1,155,082227.4M $0.48 %
31Archer-Daniels-Midland Co 3,094,692225M $0.47 %
32Nasdaq Inc 2,648,860224.9M $0.47 %
33Pfizer Inc 7,930,312222.7M $0.47 %
34Williams Cos Inc/The 3,051,501222.1M $0.47 %
35Gaming and Leisure Properties Inc 4,908,799217.8M $0.46 %
36Automatic Data Processing Inc 1,055,693214.5M $0.45 %
37American Water Works Co Inc 1,571,260213.8M $0.45 %
38CME Group Inc 722,662213.4M $0.45 %
39Kimberly-Clark Corp 2,172,914209.6M $0.44 %
40Becton Dickinson & Co 1,326,288208.5M $0.44 %
41PPL Corp 5,385,622205.7M $0.43 %
42Raymond James Financial Inc 1,420,139205.6M $0.43 %
43Intercontinental Exchange Inc 1,301,361204.7M $0.43 %
44Emerson Electric Co. 1,540,378201.8M $0.43 %
45Industria de Diseno Textil SA 3,411,638198.6M $0.42 %
46Eaton Corp PLC 554,859198.5M $0.42 %
47PACCAR Inc 1,693,034195.5M $0.41 %
48Constellation Brands Inc 1,268,156190.2M $0.40 %
49Atmos Energy Corp 1,024,942189.3M $0.40 %
50Elevance Health Inc 636,564186.4M $0.39 %
51PPG Industries Inc 1,739,315185.9M $0.39 %
52CMS Energy Corp 2,390,144185.4M $0.39 %
53EQT Corp 2,882,671183.5M $0.39 %
54Zoetis Inc 1,533,587181.3M $0.38 %
55Capital One Financial Corp 984,423179.6M $0.38 %
56Avery Dennison Corp 1,037,977179.2M $0.38 %
57TPG Inc 4,412,208178.7M $0.38 %
58CVS Health Corp 2,473,375177.6M $0.37 %
59AstraZeneca PLC 896,908176.9M $0.37 %
60Roche Holding AG 442,447176.6M $0.37 %
61Weyerhaeuser Co 7,121,756174M $0.37 %
62Sunbelt Rentals Holdings Inc 2,682,661171.1M $0.36 %
63Walt Disney Co/The 1,757,050169.3M $0.36 %
64NetApp Inc 1,554,728159.2M $0.34 %
65Freeport-McMoRan Inc 2,670,742157M $0.33 %
66UnitedHealth Group Inc 557,330150.8M $0.32 %
67WEC Energy Group Inc 1,263,180146.2M $0.31 %
68Nutrien Ltd 1,912,475144.3M $0.30 %
69Equitable Holdings Inc 3,862,694143.3M $0.30 %
70Johnson Controls International plc 1,070,784140.2M $0.30 %
71Darden Restaurants Inc 704,862138.2M $0.29 %
72Accenture PLC 692,473137.3M $0.29 %
73Marathon Petroleum Corp 558,291136.3M $0.29 %
74Pernod Ricard SA 1,806,442134.3M $0.28 %
75NIKE Inc 2,251,402118.9M $0.25 %

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The bonds it holds

131 companies, 517 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1JPMorgan Chase & Co23696.8M $1.47 %
2Bank of America Corp20608.2M $1.28 %
3Goldman Sachs Group Inc/The16542.4M $1.14 %
4Philip Morris International Inc.14466.6M $0.98 %
5Morgan Stanley14421.6M $0.89 %
6HSBC Holdings PLC13379.8M $0.80 %
7Amazon.com Inc10372.4M $0.79 %
8Wells Fargo & Co10319.6M $0.67 %
9UnitedHealth Group Inc22305.8M $0.64 %
10Merck & Co Inc8237.3M $0.50 %
11Comcast Corp9213.9M $0.45 %
12Broadcom Inc12205.5M $0.43 %
13AT&T Inc12180.5M $0.38 %
14Alphabet Inc10178.1M $0.38 %
15Home Depot Inc/The14177.5M $0.37 %
16BNP Paribas SA4176.4M $0.37 %
17UBS Group AG7164.5M $0.35 %
18AbbVie Inc9158.6M $0.33 %
19American Express Co11145.1M $0.31 %
20Equinor ASA4144.5M $0.30 %
21Realty Income Corp7136.4M $0.29 %
22Intercontinental Exchange Inc6132.7M $0.28 %
23Meta Platforms Inc5129.9M $0.27 %
24Kenvue Inc5128.2M $0.27 %
25National Australia Bank Ltd2124M $0.26 %
26Duke Energy Corp9115.1M $0.24 %
27Energy Transfer LP11100.4M $0.21 %
28Commonwealth Bank of Australia299.4M $0.21 %
29DNB Bank ASA295.2M $0.20 %
30Targa Resources Corp492.5M $0.20 %
31Microsoft Corp191.1M $0.19 %
32Lloyds Banking Group PLC588.5M $0.19 %
33Oracle Corp1084.7M $0.18 %
34QUALCOMM Inc584.6M $0.18 %
35Banco Santander SA377.5M $0.16 %
36Standard Chartered PLC374.8M $0.16 %
37Canadian Imperial Bank of Commerce373.5M $0.16 %
38Progressive Corp/The272.9M $0.15 %
39Bank of New York Mellon Corp/The472M $0.15 %
40Saudi Arabian Oil Co369.6M $0.15 %
41Danone SA168.3M $0.14 %
42UniCredit SpA267.9M $0.14 %
43Credit Agricole SA467.7M $0.14 %
44NiSource Inc567.7M $0.14 %
45Apple Inc567.3M $0.14 %
46Macquarie Group Ltd266.9M $0.14 %
47Eversource Energy766.2M $0.14 %
48Citigroup Inc464.4M $0.14 %
49Cisco Systems, Inc.364.4M $0.14 %
50Barclays PLC362.7M $0.13 %
51Synopsys Inc260.9M $0.13 %
52ONEOK Inc760.5M $0.13 %
53Danske Bank A/S259.3M $0.13 %
54Pfizer Inc355.9M $0.12 %
55Orange SA155.6M $0.12 %
56Boeing Co/The253.4M $0.11 %
57Uber Technologies Inc253.3M $0.11 %
58State Street Corp350.6M $0.11 %
59CaixaBank SA249.7M $0.10 %
60Bristol-Myers Squibb Co347M $0.10 %
61Eaton Corp Plc345.8M $0.10 %
62UBS AG LONDN BRANCH145.5M $0.10 %
63Salesforce Inc144.6M $0.09 %
64Fortis Inc/Canada144M $0.09 %
65Sempra343.5M $0.09 %
66Blackrock Inc343.3M $0.09 %
67Automatic Data Processing Inc142.7M $0.09 %
68Abbott Laboratories140.7M $0.09 %
69Intel Corp540.5M $0.09 %
70Royal Bank of Canada137.4M $0.08 %
71Swedbank AB137.3M $0.08 %
72Dominion Energy Inc237.2M $0.08 %
73America Movil SAB de CV235.3M $0.07 %
74Diamondback Energy Inc435M $0.07 %
75International Business Machines Corp.132.9M $0.07 %
76DTE Energy Co231.5M $0.07 %
77ING Groep NV131.2M $0.07 %
78Deutsche Bank AG331.1M $0.07 %
79KBC Group NV229.9M $0.06 %
80Nationwide Building Society229.6M $0.06 %
81Charles Schwab Corp/The129.1M $0.06 %
82Eli Lilly & Co428.7M $0.06 %
83Ameriprise Financial Inc328.6M $0.06 %
84American Tower Corp328.4M $0.06 %
85Gilead Sciences Inc128.4M $0.06 %
86Societe Generale SA128.1M $0.06 %
87Public Service Enterprise Group Inc327.4M $0.06 %
88Lockheed Martin Corp524.8M $0.05 %
89Fifth Third Bancorp124.3M $0.05 %
90Allstate Corp/The224.3M $0.05 %
91Republic Services Inc324.3M $0.05 %
92JBS NV124.3M $0.05 %
93Mitsubishi UFJ Financial Group Inc124.3M $0.05 %
94KLA Corp123M $0.05 %
95Verizon Communications Inc122M $0.05 %
96Caterpillar Inc121.9M $0.05 %
97American International Group Inc321.4M $0.05 %
98Union Pacific Corp321.3M $0.04 %
99Cheniere Energy Partners LP120.9M $0.04 %
100Southern Co/The120.8M $0.04 %

Sector breakdown

  • Financials 18.4 %
  • Health care 15.4 %
  • Technology 11.3 %
  • Industrials 10.8 %
  • Utilities 9.7 %
  • Consumer staples 8.7 %
  • Energy 8.4 %
  • Materials 3.7 %
  • Communication 2.9 %
  • Consumer discretionary 2.6 %
  • Real estate 1.8 %
  • Unattributed 6.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 96.1 %
  • EUR 1.9 %
  • CHF 1.0 %
  • GBP 1.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 93.2 %
  • Netherlands 1.3 %
  • Spain 1.1 %
  • United Kingdom 1.0 %
  • Switzerland 1.0 %
  • Canada 0.8 %
  • Ireland 0.8 %
  • France 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States6816.4B $93.21 %
2Netherlands1227.4M $1.29 %
3Spain1198.6M $1.13 %
4United Kingdom1176.9M $1.00 %
5Switzerland1176.6M $1.00 %
6Canada1144.3M $0.82 %
7Ireland1140.2M $0.79 %
8France1134.3M $0.76 %
Cite this page

Titelia. "Holdings of VANGUARD WELLESLEY INCOME FUND". https://titelia.com/en/funds/S000004405