After recently mentioning that I would consider an investment in the Vanguard Wellington Fund if I wanted to create wealth in such a way that I did not have to spend much time thinking about investments or intended to pass the ownership stake on to someone that did not have much knowledge about investing (i.e. The Vanguard Wellington mutual fund analysis makes it easy to digest most publicly released information about Vanguard Wellington and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Vanguard Wellington Fund (VWELX) Quick Fund Stats: Ticker: VWELX; Expense Ratio: 0.25% Investor, 0.17% Admiral; Asset Class: Balanced; Category: Moderate Allocation; Minimum Investment: $3,000 ($50,000 for Admiral) I was torn adding this to the list beacuse it's one of Vanguard's more expensive funds at 0.25% for the Investor Shares and 0.17% for the Admiral Shares (with a $50,000 minimum!). Understand Vanguard's principles for investing success. VANGUARD WELLINGTON™ FUND ADMIRAL™ SHARES- Performance charts including intraday, historical charts and prices and keydata. Find basic information about the Vanguard Wellington™ Fund Admiral™ Shares mutual fund such as total assets, risk rating, Min. Managers. Vanguard Wellington Admiral a: 5.93%: 2.30%: 7.65%: 8.22%: 9.98%: 9.70%: 7.76%: S&P 500 Index a,b: 8.93%: 5.57%: 15.15%: 12.28%: 14.15%: 13.74%: N/A: Morningstar Allocation -- 50% to 70% Equity a,c: 4.97%: 1.30%: 6.28%: 5.71%: 7.45%: 7.53%: N/A: Fund past performance, as shown, is no guarantee of how the Fund will perform in the future. Vanguard Wellington Fund seeks to provide long-term capital appreciation and reasonable current income. You can see the benefits of a balanced approach in the chart below. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. Find our live Vanguard Wellington™ Fund Admiral™ Shares fund basic information. Compare. Vanguard Wellington Admiral made its debut in May of 2001, and since then, VWENX has accumulated about $95.24 billion in assets, per the most up-to-date date available. Menu. The Vanguard Wellington fund investor shares mean you need a minimum of $3,000 to invest at an expense ratio of 0.25%. Vanguard Wellington™ Fund Admiral™ Shares A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Wellington Management Company LLP Asset Class Allocation - Balanced Blend Primary Index 60% Russ 1000/40% BloombergBarclays Agg Broad Based Index Morningstar Moderate Target Risk TR USD Net Assets $87,758.1 Million Inception Date 05/14/2001 Ticker VWENX Gross … Vanguard Wellington targets 30%-40% in bonds and 60%-70% in stocks. Performance. Both have an asset allocation of around 60 percent stocks and 40 percent bonds and have similar short-term returns. $80.39 USD +0.63 (0.79%) Zacks MF Rank More Info. It’s outlived the Great Depression and the 2008 global financial crisis. Expense ratios range from 0.04% to 0.45%, which are lower than those for Investor Shares. Find our live Vanguard Wellington™ Fund Admiral™ Shares fund basic information. Date: What you’ll see: November 16, 2020: Preliminary capital gains: List of Vanguard mutual funds and ETFs expected to distribute taxable capital gains, with scheduled record dates and preliminary capital gains estimates, as of October 31, 2020. investment, market cap and category. investment, market cap and category. investment, market cap and category. Vanguard Wellington exhibits relatively low volatility with skewness of -0.63 and kurtosis of 1.6. Vanguard Wellington™ Admiral ™ VWENX Morningstar Analyst Rating Analyst rating as of Apr 1, 2020. Vanguard Wellington™ Admiral™ VWENX ... Issuer Vanguard Category Description: Allocation--50% to 70% Equity Funds in allocation categories seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. View & analyze the VWENX fund chart by total assets, risk rating, Min. Snapshot. The Benefit of a Balanced Portfolio. Compare ETFs vs. mutual funds. Our Ai fund analyst implies that there will be a positive trend in the future and the Vanguard Wellington Admiral shares might be good for investing for making money. Benchmark Wellington Composite Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $26,352 Fund as of 12/31/19 $27,935 Benchmark as of 12/31/19 Annual returns Wellington Composite Index: 65% S&P 500 Index and 35% Lehman U.S. Long Credit AA or Better Bond … The Vanguard Wellington Fund has two tiers, Investor Shares, and Admiral Shares. Découvrez toutes les informations de base en temps réel sur le fonds Vanguard Wellington™ Fund Admiral™ Shares. View VWENX option chain data and pricing information for given maturity periods. VWENX - Snapshot Vitals. Vanguard Wellington Fund;Admiral historial options data by MarketWatch. According to present data Vanguard Wellington Admiral's Vanguard Wellington Admiral shares and potentially its market environment have been in a bullish cycle in the last 12 months (if exists). Please enable it to continue. Vanguard stock analysis module also helps to analyze the Vanguard Wellington price relationship with some important fundamental … Consultez et analysez le tableau du fonds VWENX en fonction du total des actifs, de la notation du risque, de l’investissement minimum, de la capitalisation boursière et de la catégorie. Profile. However, we advice investors to further investigate Vanguard Wellington to ensure all market statistics is disseminated and is consistent with investors' estimations about Vanguard Wellington upside potential. Add to Watchlist. Distributions. Vanguard Wellington™ Fund Admiral™ Shares A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Wellington Management Company LLP Asset Class Allocation - Balanced Blend Primary Index 60% Russ 1000/40% BloombergBarclays Agg Broad Based Index Morningstar Moderate Target Risk TR USD Net Assets $92,251.2 Million Inception Date 05/14/2001 Ticker VWENX Gross … Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. Our investors know Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Wellington Fund Admiral™ Shares (VWENX) for the fund’s impressive, consistent performance. Expenses. Get quote details and summary for Vanguard Wellington Fund;Admiral (VWENX). We're sorry but project doesn't work properly without JavaScript enabled. Holdings. Current and Historical Performance Performance for Vanguard Wellington Fund Admira on Yahoo Finance. Balanced Allocation; Fund Company; Vanguard; Share Class; Inst (VWENX) Inv (VWELX) Primary Inst (VWENX) Snapshot. See Vanguard Wellington™ Fund (VWELX) mutual fund ratings from all the top fund analysts in one place. Estimates of year-end capital gains for applicable Vanguard ETFs®, broken down by short-term, long-term, and total gains. The same fund but for Admiral shares requires a minimum investment of $50,000 and charges a lower expense ratio of 0.17%. Minimums start at $3,000 for index funds. Vanguard Wellington Fund Admiral Shares (VWENX) Nasdaq Listed; Nasdaq 100; Data is currently not available. Vanguard Wellington Fund;Admiral | historical charts and prices, financials, and today’s real-time VWENX stock price. Vanguard Wellington Fund Admiral Shares: (MF: VWENX) (NASDAQ Mutual Funds) As of Dec 15, 2020 08:00 PM ET. Research current and historical price charts, top holdings, management and full profile. Find the latest news headlines about Vanguard Wellington Fund Admiral Shares (VWENX) at Nasdaq.com. See how 9 model portfolios have performed in the past. Vanguard Wellington Admiral Ticker: VWENX Asset Class: Balanced/Lifestyle Category: Allocation--50% to 70% Equity Investment Objective The investment seeks to provide long-term capital appreciation and moderate current income. YTD Return 6.5%; 3 Yr Annualized Return 9.1%; 5 Yr Annualized … 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. At first glance, Vanguard’s Wellington mutual fund and its Balanced Index fund appear to be very similar. VWENX - Vanguard Wellington Fund;Admiral Detailed Chart, Quote and financial news from the leading provider and award-winning BigCharts.com. Vanguard Wellington™ Admiral™ VWENX Price as of: Dec 14, 2020; $80.17 N/A N/A Primary Theme; U.S. Vanguard Admiral Shares is a share class available for certain Vanguard funds offering low expense ratios and low investment minimums. Vanguard Wellington™ Admiral™ (VWENX) 80.17-0.03 (-0.04%) USD | Dec 11 These portfolios are dominated by domestic holdings and have equity exposures between 50% and 70%. View & analyze the VWENX fund chart by total assets, risk rating, Min. Add to portfolio. We show the return of the Vanguard Wellington Fund and the Vanguard Wellesley fund in every down year for the stock market since year-end 1970 (Wellesley’s inception year). Summary for Vanguard Wellington exhibits relatively low volatility with skewness of -0.63 kurtosis! 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