View mutual fund news, mutual fund market and mutual fund interest rates. 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. Vanguard's Wellington is now one of the nation's largest and most successful balanced funds with more than $110 billion in assets. The Wellington Fund™ is Vanguard’s oldest 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. There is a small slice of Foreign bonds (4.9%) so this is not a wholly domestic bond ETF. The admiral fund has an expense ratio of .18% to Wellington’s standard fund at .27%. Vanguard Wellington™ Inv VWELX Morningstar Analyst Rating Analyst rating as of Apr 1, 2020. See performance data and interactive charts for Vanguard Wellington™ Fund (VWELX). I personally own the admiral shares which you can have once you’ve reached $50,000. Vanguard Wellington (VWELX, $43.28) arguably is your grandfather’s mutual fund. Founded in 1929, it was the first balanced mutual fund in the United States. 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. Vanguard has over a dozen bond ETFs, with varying maturities, bond quality, etc. Research information including trailing returns and hypothetical growth for Vanguard Wellington™ Fund. The Vanguard Wellesley And Wellington Funds Float Above The Fray In Stormy Markets Mar. 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. 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