The Wellington Fund™ is Vanguard’s oldest mutual fund. This fund checks all the boxes and runs about average in all characteristics while having a very low, Vanguardian, expense ratio. See performance data and interactive charts for Vanguard Wellington™ Fund (VWELX). 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. Launched in July 1929, Wellington is an old-fashioned balanced fund. There is a small slice of Foreign bonds (4.9%) so this is not a wholly domestic bond ETF. Research information including trailing returns and hypothetical growth for Vanguard Wellington™ Fund. 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%. View mutual fund news, mutual fund market and mutual fund interest rates. Founded in 1929, it was the first balanced mutual fund in the United States. Vanguard Wellington™ Inv VWELX Morningstar Analyst Rating Analyst rating as of Apr 1, 2020. In the ever-changing world of investing, the Vanguard Wellington fund is a true survivor. 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. Vanguard has over a dozen bond ETFs, with varying maturities, bond quality, etc. Your annual fees would amount to … VWENX | A complete Vanguard Wellington Fund;Admiral mutual fund overview by MarketWatch. Launched in July 1929, Wellington … I personally own the admiral shares which you can have once you’ve reached $50,000. What is the Vanguard Wellington Fund? Let me explain why I’m never getting rid of the fund in three reasons. 4, 2020 9:07 AM ET | About: Vanguard Wellington™ Fund Investor Shares Inv (VWELX) , … Vanguard's Wellington is now one of the nation's largest and most successful balanced funds with more than $110 billion in assets. Vanguard Wellington (VWELX, $43.28) arguably is your grandfather’s mutual fund. 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. The Vanguard Wellesley And Wellington Funds Float Above The Fray In Stormy Markets Mar. It’s the Wellington Fund from Vanguard (VWELX). Low, Vanguardian, expense ratio of.18 % to Wellington ’ oldest... Fund from Vanguard ( VWELX ) complete Vanguard Wellington ( VWELX, $ 43.28 ) is... Fund ( VWELX, $ 43.28 ) arguably is your grandfather ’ s Wellington! 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