See performance data and interactive charts for Vanguard Wellington™ Fund (VWELX). Launched in July 1929, Wellington … Vanguard has over a dozen bond ETFs, with varying maturities, bond quality, etc. The Vanguard Wellesley And Wellington Funds Float Above The Fray In Stormy Markets Mar. Vanguard Wellington™ Inv VWELX Morningstar Analyst Rating Analyst rating as of Apr 1, 2020. What is the Vanguard Wellington Fund? Vanguard Wellington (VWELX, $43.28) arguably is your grandfather’s mutual fund. Vanguard's Wellington is now one of the nation's largest and most successful balanced funds with more than $110 billion in assets. This fund checks all the boxes and runs about average in all characteristics while having a very low, Vanguardian, expense ratio. 4, 2020 9:07 AM ET | About: Vanguard Wellington™ Fund Investor Shares Inv (VWELX) , … The Wellington Fund™ is Vanguard’s oldest mutual fund. Research information including trailing returns and hypothetical growth for Vanguard Wellington™ Fund. Founded in 1929, it was the first balanced mutual fund in the United States. Launched in July 1929, Wellington is an old-fashioned balanced fund. Your annual fees would amount to … It’s the Wellington Fund from Vanguard (VWELX). VWENX | A complete Vanguard Wellington Fund;Admiral mutual fund overview by MarketWatch. In short, if you own The Vanguard Wellington Fund, you’re sitting on a goldmine–the worst-three year performance in the history of the fund amounted to a 1.5% annualized loss. View mutual fund news, mutual fund market and mutual fund interest rates. In my first guide about the Best Vanguard Funds for Every Stage of Your Life, I covered a little bit about the Vanguard Wellington as my favorite Vanguard fund for retirees.. Today, I am going to go into detail on what it is and why I love it so much. Find the latest Vanguard Wellington Fund ETF (VFVA) stock quote, history, news and other vital information to help you with your stock trading and investing. Let me explain why I’m never getting rid of the fund in three reasons. The Vanguard 500 Index Fund Admiral Shares (MUTF: VFIAX) charges an annual expense ratio of just 0.04%, or $4 on a $10,000 investment. The admiral fund has an expense ratio of .18% to Wellington’s standard fund at .27%. In the ever-changing world of investing, the Vanguard Wellington fund is a true survivor. There is a small slice of Foreign bonds (4.9%) so this is not a wholly domestic bond ETF. I personally own the admiral shares which you can have once you’ve reached $50,000. , Wellington is now one of the nation 's largest and most successful balanced Funds more... 'S largest and most successful balanced Funds with more than $ 110 billion in assets successful balanced with... Than $ 110 billion in assets amount to … Vanguard Wellington ( VWELX, $ )... 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