Fees & Purchase Info for Vanguard Wellington (VWELX)

Fund Inception Date: Jul 01, 1929

  • Fees & Expenses

    Maximum Sales Fees
    Initial —
    Deferred —
    Redemption —
    Total Cost Projections per $10,000
    1 year $36.00
    3 year $113.00
    5 year $197.00
    Taken from prospectus dated 03/20/2009
    Maximum Fees
    Administrative —
    Management 0.32%
    Actual Fees
    12b-1 —
    Management 0.32%
    Expense Ratio 0.29%
    (Taken from annual report dated 11/30/2008)

  • Purchase Information

    Minimum Investments
    Initial $10,000.00
    Additional $100.00
    Initial IRA $10,000.00
    Additional IRA $100.00
    Initial AIP —
    Additional AIP —
    Correspondence Information
    Vanguard
    Po Box 2600
    V26
    Valley Forge PA 19482
    Phone: 800-662-6273
                  610-669-1000
     Web:

  • Fund Management

    Managers

    John C. Keogh
    Start Date: 11/03/2005
    Keogh is a senior vice president and partner of Wellington Management Company, his employer since 1983. He is responsible for all activities related to investing in money-market securities, including selection strategy and investment process. Previously, he spent five years with Connecticut National Bank.
    Edward P. Bousa
    Start Date: 12/31/2002
    Mr. Bousa is vice president and portfolio manager with Wellington Management, his employer since 2000. Prior to joining Wellington, he was a vice president and senior portfolio manager with Putnam Investments from 1992-2000. Previously, Mr. Bousa was employed by Fidelity Management Trust Company from 1984 to 1992 and Louis Dreyfus Corporation from 1980-1982. Bousa is a Chartered Financial Analyst.

    Advisors

    The Vanguard Group, Inc.

    Subadvisors

    Wellington Management Company, LLP