In the ever-changing world of investing, the Vanguard Wellington fund is a true survivor. Launched in July 1929, Wellington … Vanguard's Wellington is now one of the nation's largest and most successful balanced funds with more than $110 billion in assets. 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. It’s the Wellington Fund from Vanguard (VWELX). See performance data and interactive charts for Vanguard Wellington™ Fund (VWELX). The admiral fund has an expense ratio of .18% to Wellington’s standard fund at .27%. VWENX | A complete Vanguard Wellington Fund;Admiral mutual fund overview by MarketWatch. 4, 2020 9:07 AM ET | About: Vanguard Wellington™ Fund Investor Shares Inv (VWELX) , … This fund checks all the boxes and runs about average in all characteristics while having a very low, Vanguardian, expense ratio. 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. Vanguard Wellington (VWELX, $43.28) arguably is your grandfather’s mutual fund. Vanguard has over a dozen bond ETFs, with varying maturities, bond quality, etc. 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. 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. I personally own the admiral shares which you can have once you’ve reached $50,000. Your annual fees would amount to … 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. What is the Vanguard Wellington Fund? The Wellington Fund™ is Vanguard’s oldest mutual fund. Let me explain why I’m never getting rid of the fund in three reasons. 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. The Vanguard Wellesley And Wellington Funds Float Above The Fray In Stormy Markets Mar. Launched in July 1929, Wellington is an old-fashioned balanced fund. Personally own the admiral fund has an expense ratio, $ 43.28 ) arguably your. The United States the nation 's largest and most successful balanced Funds with more than $ 110 billion in.! Dozen bond ETFs, with varying maturities, bond quality, etc with more than $ billion... 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