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Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [ 2 ] in over 60 countries, as of 30 June 2020. [ 3 ]
The Wellington Fund was the first balanced mutual fund in the United States, and is one of the oldest surviving mutual funds. It was established in 1928 by Walter L. Morgan with $100,000 raised from relatives and business people in Morgan's home state of Pennsylvania .
The Wellington executives prohibited the fund from engaging in advisory or fund management services. Bogle saw this as an opportunity to start a passive fund tied to the performance of the S&P 500, which was established in 1957.
Vanguard's Wellington (VWELX) is now one of the nation's largest and most successful balanced funds with more than $110 billion in assets. And Wellington remains the subadvisor on several more ...
Vanguard began operations back in 1975, although its oldest fund, the Vanguard Wellington™ Fund, was incepted in 1929. The company currently manages about $5.1 trillion in global assets from ...
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Vanguard Wellington Fund - Vanguard U.s. Quality Factor ETF wasn ...
In November 1984, the Vanguard Primecap Fund was launched. [16] Bogle suffered heart issues in the 1990s, subsequently relinquishing his role as Vanguard CEO in 1996. His successor was John J. Brennan, his handpicked heir and second-in-command, whom he had hired in 1982. Bogle, who was then 66 and "considered past the age for a healthy heart ...
Mutual Fund Report for VWELX. For premium support please call: 800-290-4726 more ways to reach us
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