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Frequent Contributor

Re: Recent differences in stock holdings of Vanguard Wellington fund


@ECEPROF wrote:

This spread sheet seems to be the same as in the OP.


@PatMorgan wrote:

Vanguard has posted on their web site the end of 2020-06 portfolio holdings of the Wellington and Wellesley Income funds. The WW-EquityHoldingsDiff-201912-202006 Google spreadsheet has a tab for each fund that shows the market value the fund had in each stock at the end of 2019-12, 2020-03, and 2020-06.


 


Scroll down to the bottom and click in Wellesley and a new sheet will come up.

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Re: Recent differences in stock holdings of Vanguard Wellington fund

Bill, Yes. I got both in Libreoffice Spread sheet in two different sheets, when I clicked this link. I can save and load them in Google sheets also but I do not need. Thanks.

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Frequent Contributor

Re: Recent differences in stock holdings of Vanguard Wellington fund


@PatMorgan wrote:

Vanguard has posted on their web site the end of 2020-06 portfolio holdings of the Wellington and Wellesley Income funds. The WW-EquityHoldingsDiff-201912-202006 Google spreadsheet has a tab for each fund that shows the market value the fund had in each stock at the end of 2019-12, 2020-03, and 2020-06.


Thanks Pat.  It looks like they hit finance and energy pretty hard and increased consumer discretionary.

 

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Re: Recent differences in stock holdings of Vanguard Wellington fund

The Vanguard web site now shows (all) “Portfolio Holdings” has of 6/30 for all funds (that I checked).

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