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VWELX Dividend DRIP Calculator 2026
10.83% YieldFinancial ServicesVanguard Wellington Fund Investor Shares · NASDAQ
Price: $47.27 · Annual div: $5.12/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: 2026-09-18
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🎯 When VWELX pays your bills
Year your monthly dividend income covers each expense (based on current settings)
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$10,000 in VWELX → $49.6K in 10 years · $813.18/month
About Vanguard Wellington Fund Investor Shares (VWELX) — Dividend Analysis 2026
Dating back to its inception in 1929, the Wellington Fund stands as Vanguard's longest-standing mutual fund and the pioneering balanced fund in the United States. Its investment strategy typically allocates approximately two-thirds of assets to equities and the remaining one-third to fixed-income securities. A hallmark of this fund is its extensive diversification, with investments in both stocks and bonds spanning all economic sectors. This approach ensures that the performance of one or two specific holdings does not disproportionately influence the overall fund. It is particularly well-suited for investors with a long-term perspective who prioritize capital appreciation and are comfortable navigating periods of market fluctuation. Such individuals might find it an excellent foundational component for their investment portfolio.
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This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 VWELX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold VWELX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 10.83% | 8.03% | $1,083 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 9.21% | 6.41% | $921 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 8.66% | 5.86% | $866 / yr |
| 🇬🇧 UK ISA | 0% | 10.83% | 8.03% | $1,083 / yr |
| 🇬🇧 UK Taxable | 8.75% | 9.88% | 7.08% | $988 / yr |
| 🇨🇦 TFSA | 0% | 10.83% | 8.03% | $1,083 / yr |
| 🇨🇦 CA Taxable | 25% | 8.12% | 5.32% | $812 / yr |
| 🇦🇺 Super (pension) | 15% | 9.21% | 6.41% | $921 / yr |
| 🇦🇺 AU Taxable | 30% | 7.58% | 4.78% | $758 / yr |
| 🇩🇪 DE Taxable | 26.375% | 7.97% | 5.17% | $797 / yr |
| 🇫🇷 FR Taxable | 30% | 7.58% | 4.78% | $758 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 VWELX Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $5.12/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 VWELX Dividend Payment Schedule
VWELX pays quarterly — 4 times per year. Ex-div: 2026-09-18.
📊 VWELX vs Financial Services Benchmarks
How VWELX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for VWELX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ VWELX Insider Activity
No recent SEC filings reported in the last 90 days.Peer Group
Similar companies in the same sectorCompare VWELX with peers: VWELX vs AEPFX · VWELX vs DOXGX · VWELX vs FSKAX
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the VWELX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Vanguard Wellington Fund Investor Shares (VWELX) is currently trading at $47.27, trading near its 52-week high. The current dividend yield is 10.83% based on an annual payout of $5.12 per share.
VWELX (Vanguard Wellington Fund Investor Shares) — 10.83% Dividend Yield Analysis
Vanguard Wellington Fund Investor Shares (VWELX) is a financial services stock currently trading at $47.27 with a dividend yield of 10.83%. The company pays an annual dividend of $5.12 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, VWELX has grown its dividend at a compound annual rate of 8.5%.
- Above-average yield (10.83%) may signal elevated risk — verify sustainability.
Auto-generated from live market data. For educational purposes only — not financial advice.
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