vanguard wellington prospectus

I’m a plan sponsor / institutional investor overseeing investments held at Vanguard. 406 0 obj <>stream I have a 401(k) or other retirement plan at Vanguard through my employer. This prospectus contains financial data for the Fund through the fiscal year ended November 30, 2012. 0021: VWELX: As of 11/30/2019 : As of 05/31/2020 : Windsor Fund Investor. Visit vanguard.com to obtain aprospectus or, if available, asummary prospectus . In the ever-changing world of investing, the Vanguard Wellington fund is a true survivor. Loren Moran Fund Description. Vanguard Global Wellington™ Fund Summary Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or passed upon the adequacy of this prospectus. Inst. Vanguard Wellington™ Fund Prospectus Neither the Securities and Exchange Commission nor any state securities commission has approved or disapproved of these securities or passed upon the accuracy or adequacy of this prospectus. Wellington Management Funds include European-domiciled UCITS and non-UCITS funds as well as specific fund families domiciled outside of Europe. Vanguard Global Wellington™ Fund Summary Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or passed upon the adequacy of this prospectus. 800-523-1188 . In other words, bonds, including those with exposure to the U.S. Treasury and Government and mortgage backed securities. You can also learn who should invest in this mutual fund. › View mutual fund prospectuses and reports › Any representation to the contrary is a criminal offense. h�̗{S�6�?�A^�CW��37��A��p�p��C��ű��p�>}W��v��w�]�v��1�� )a��d��]�q��z�s��Oe*a^�SD' If you receive your retirement plan statement from aservice provider other than Vanguard or log on to arecordkeeper’s website that is not Vanguard to view your plan, please call . investment, market cap and category. Any representation to the contrary is a criminal offense. Share Class. Vanguard Wellington Fund Investor Shares (VWELX) Vanguard Wellington Fund Admiral Shares (VWENX) The Fund’s statutory Prospectus and Statement of Additional Information dated March 26, 2010, and financial highlights information from the most recent shareholder reports are incorporated into and made part of this Summary Prospectus by reference. h�L��O1��?�wR{�u�mE Q1�T�^x ��q h�bbd``b`I�@�I�]$8� �Y@��"�@�q�DL�u@B�H� g a��,��+�z)$�3�}` �� Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. For financial reporting, their fiscal year ends on November 30th. May 14, 2001. endstream endobj startxref Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX) Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) The Fund’s statutory Prospectus and Statement of Additional Information dated May 29, 2020, as may be amended or supplemented, are incorporated into and made part of this Summary Prospectus by reference. Vanguard Wellington™ Fund. Kx�o�M��#�/t�bz�H�:f��:>BM)%��c/�n��G.�L��q��g)�Mg�g騥� J�NI`�O$��!t.e:WE _��S��6�B��^�&>�y+��꽗�R�F. View & analyze the VWELX fund chart by total assets, risk rating, Min. Vanguard Dividend Growth Fund Summary Prospectus May 29, 2020 Investor Shares Vanguard Dividend Growth Fund Investor Shares (VDIGX) The Fund’s statutory Prospectus and Statement of Additional Information dated May 29, 2020, as may be amended or supplemented, are incorporated into and made part of this Summary Prospectus by reference. @� h�� Vanguard Wellington ... directly with the fund, you can call Vanguard at one of the phone numbers on the back cover of this report or log on to vanguard.com. The Vanguard Wellington Fund is a balanced fund that has a greater percentage in stocks than in bonds. N/A. 446 0 obj <>stream �u�ݢY��-Q�Y(�^��;��E7( "5g�\43T� �E��LnLp��>�bBD]ǅ4��ދ��O%. {��4�,�f��r!� ��u�ѥl4�{s�5 ��;�`(��y�e��q'�B˪xQo�?�M��V��{�4ͲgL�r�fۢ�� or call . 368 0 obj <>/Filter/FlateDecode/ID[]/Index[351 56]/Info 350 0 R/Length 94/Prev 703896/Root 352 0 R/Size 407/Type/XRef/W[1 2 1]>>stream Currency. Any representation to the contrary is a criminal offense. hބTێ�6��@}�� Y�� See how 9 model portfolios have performed in the past. See how 9 model portfolios have performed in the past. ... you should check the fund's current prospectus or other product materials for the most up-to-date information concerning applicable loads, … Understand Vanguard's principles for investing success. Manager. Compare ETFs vs. mutual funds. Vanguard's oldest fund, Wellington Fund, opened for business July 1, 1929. See Vanguard Wellington™ Fund performance, holdings, fees, risk … The remaining 30-40% of the Vanguard Wellington is put into fixed income securities. Vanguard Wellington™ Inv VWELX Morningstar Analyst Rating Analyst rating as of Apr 1, 2020. This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Vanguard Wellington Fund. How ETFdb.com has selected ETF alternatives to VWELX: The mutual fund VWELX has been benchmarked by Vanguard in its fund prospectus against a custom index that is comprised of multiple indexes: Barclays Capital U.S. Credit A or Better Bond Index and S&P 500 Index vanguard.com . ��"Ŏ��Ǳ�}./�7�V(ŵ��cV�G۶F�nf��1��l{�A��*a�,�E=�O�Үڅ��յ3�. These funds draw on the broad equity, fixed income, multi-asset and alternatives investment capabilities of our global investment teams. Vanguard Wellington Fund is a registered with the U.S. Security and Exchange Commission and incorporated in the state of Delaware. Understand Vanguard's principles for investing success. Institutional investors . Vanguard Wellington™ Fund Supplement to the Prospectus and Summary Prospectus Important Note Regarding Vanguard Wellington Fund Vanguard Wellington Fund will be closed to all prospective financial advisory, institutional, and intermediary clients (other than clients who invest through a Vanguard brokerage account). 0073: VWNFX: As of … Vanguard. 0022: VWNDX: As of 10/31/2019 : As of 04/30/2020 : Windsor II Fund Inv. �� , � �$�5,P��by�9�!C�}vq鳮|Ev,��s8�P��@j ��Lcҁ7j��*��2�f��p�!K��+�%��+�+�\��ã�6�Q�q�c�B��G 6+�1L��~��O~��v��NJW �.z'd,m�nv�1 :�~л c��;R��\ҊY!��(!S�*�'d'�Ġ'R��2Eu/�Hi��ʳ�\� ��0Ѐ��l�Ms�츀��\4GJ3�Wd[�;��E��0%@�.Ĩ; �E6�%�Θv��##@�^ ��i ��f5p�)2�QH&��# �l`�@�B'%�Lc�.�X�n%�g��8��\Y׀4��X�lv��u%�$��\?T�v5�10X/ �H�pu��|�C��L��%�>�]xb��s>D�q! As with most managed funds, the asset allocations are structured as per the fund prospectus. For more information about Vanguard funds, visit www.vanguard.com, or call 800-662-7447, to obtain a prospectus or, if available, a summary prospectus. %PDF-1.6 %�� Learn more about mutual funds at fidelity.com. Inception Date. Vanguard Wellington™ Fund Supplement to the Prospectus and Summary Prospectus Important Note Regarding Vanguard Wellington Fund Vanguard Wellington Fund will be closed to all prospective financial advisory, institutional, and intermediary clients (other than clients who invest through a Vanguard brokerage account). Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. Any representation to the contrary is a criminal offense. Any representation to the contrary is a criminal offense. Domiciled Country. 855-402-2646 . If you're already a Vanguard client: Call 800-888-3751. ... fees described in the fund prospectus. … Vanguard Wellington Fund is a registered with the U.S. Security and Exchange Commission and incorporated in the state of Delaware. See Vanguard Wellington™ Fund (VWELX) mutual fund ratings from all the top fund analysts in one place. Funds will differ slightly as fund managers seek to optimize the fund. Vanguard Wellington™ Fund Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or passed upon the adequacy of this prospectus. VANGUARD FACT. 0 But, here’s the breakdown of the Vanguard Wellington:60 to 70% of your investment is allocated in stocks. h�b```f``��$%@(� �G�� wu��P��s%.��SS�:�4�'-�Z%�V��ԁT=.�� d �(*]Ɇ�P5�TGn$2�wJ��$��X�7t� f��c��)&s�=�Gq�~��P�cmQ��k#��A7��V�-^��j�$�(�e-U�3�/��|��Ħ{��G^h�`��q��n;��]�Ƕ�91��i�G�N��&t�Ы��8}�r��,T��6�¬�Y��P�t3�u�Pz�\��#R��1}9�cm ��o�(��. ?�#�(�ל�{�6%O櫇?oA繒;��$Ԧ=3�%��`��Y�vvW�%��b��M��싨��4�� nȗ�z��Ǫ�&o�rc+��+��JͬZ++��yK��7��rie�5�)5��`\_=��YJM3� ]c�goJ��4� I��> �#1�ts�}�_[��xbP�]*!B��4o��s=7?3Q6(m�� *��)��xl�=}2�!&��_�!.Υ�z$ You can sort the Annual reports and Semiannual reports columns to view the latest available reports. January 31, 2020 Vanguard Wellesley Income Fund Investor Shares (VWINX) Founded in 1929, it was the first balanced mutual fund in the United States. This prospectus contains financial data for the Fund through the fiscal year ended November 30, 2010. �%OČ��G� If such fees were applied to your account, your costs would be higher. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. Release Date: 09-30-2020 Vanguard Wellington™ Investor Shares Available in Portfolio Director® Fixed and Variable Annuity Prospectus Benchmark Broad Benchmark Morningstar Category Overall Morningstar Rating™ Morningstar Return Morningstar Risk United States. For financial reporting, their fiscal year ends on November 30th. Vanguard’s managers have adhered to a fairly consistent investment strategy over the last 30 years. Shares Outstanding. Vanguard Wellesley® Income Fund Summary Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or passed upon the adequacy of this prospectus. %PDF-1.6 %�� This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Vanguard Wellington Fund. USD. Prospectus Download it now: Mail: Global Wellesley Inc Inv. Any representation to the contrary is a criminal offense. Q��h�p�u#��=t[��Td��t��p��$�'�^v{�bT�c�xut�"Wh7�]W�{��]�u�N��yswt��.��@q%P?غ��c걺�om�35j{�1��5UY�˲ ��µX�;=4�J��3�W��ȇK2�� A�z� ��:p�4M�P̭}�\U.^=��zU�mf��H䊄�>?�dZ�My��]8��)��C.�\��p�� >��8�~$��T�L�=a��2�`�"+r|�fH�,�%0k��%\NA�Vc��Ţ� LJ�U�0��|*rH�/��f�C��X ��Ü�"��XY�4`f�d-�"�xX�R��aQ(�33�z�=��4��X� J��J1Iu�" R�R[��L� 3]�� jZ Monday through Friday 8 a.m. to 8 p.m., Eastern time Find our live Vanguard Wellington™ Fund Investor Shares fund basic information. %%EOF online@vanguard.com. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Fund Family Name. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it … Vanguard Wellington™ Fund Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or passed upon the adequacy of this prospectus. › View mutual fund prospectuses and reports (You’ll have to log on to view fund prospectuses and reports.) This mutual fund profile of the Wellington Fund Inv provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information. \�c2u��?��|��36��a�)9�f� �LC��$��` �|�F Investment objectives, risks, charges, expenses, and other important information are … Compare ETFs vs. mutual funds. Release Date: 09-30-2020 Vanguard Wellington™ Investor Shares Available in Portfolio Director® Fixed and Variable Annuity Prospectus Benchmark Broad Benchmark Morningstar Category Overall Morningstar Rating™ Morningstar Return Morningstar Risk Analyze the Fund Vanguard Wellington ™ Fund Investor Shares having Symbol VWELX for type mutual-funds and perform research on other mutual funds. 1496: VGWIX: Buy this fund. endstream endobj 447 0 obj <>stream Schwab Mutual Fund Report Card™ as of 10/31/2020 Vanguard Wellington™ Fund Admiral™ Shares VWENX GROWTH OF A HYPOTHETICAL $10,000 INVESTMENT as of 10/31/2020 This fund has multiple managers, view VWENX quote page for complete information. endstream endobj 352 0 obj <> endobj 353 0 obj <>/Contents[355 0 R 356 0 R 357 0 R 358 0 R 359 0 R 360 0 R 361 0 R 362 0 R]/CropBox[0 0 387 603]/MediaBox[0 0 387 603]/Parent 343 0 R/Resources 370 0 R/Rotate 0/TrimBox[0 0 387 603]/Type/Page>> endobj 354 0 obj <>stream Vanguard Long-TermTreasury Fund Investor Shares (VUSTX) Vanguard Long-TermTreasury Fund Admiral Shares (VUSUX) The Fund’s statutory Prospectus and Statement of Additional Information dated May 29, 2020, as may be amended or supplemented, are incorporated into and made part of this Summary Prospectus by reference. 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