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Vanguard Wellington Fund closed to third party intermediaries

TheShadowTheShadow
in Fund Discussions
https://www.sec.gov/Archives/edgar/data/105563/000093247119006695/ps210320191.htm

497 1 ps210320191.htm VANGUARD WELLINGTON FUND

Vanguard Wellington™ Fund

Supplement to the Prospectus and Summary Prospectus

Important Note Regarding Vanguard Wellington Fund
Vanguard Wellington Fund will be closed to all prospective financial advisory,
institutional, and intermediary clients (other than clients who invest through a
Vanguard brokerage account).
The Fund will remain closed until further notice and there is no specific time
frame for when the Fund will reopen. During the Fund’s closed period, all current
shareholders may continue to purchase, exchange, or redeem shares of the
Fund online, by telephone, or by mail.
The Fund may modify these transaction policies at any time and without prior
notice to shareholders. You may call Vanguard for more detailed information
about the Fund’s transaction policies. Participants in employer-sponsored plans
may call Vanguard Participant Services at 800-523-1188. Investors in
nonretirement accounts and IRAs may call Vanguard’s Investor Information
Department at 800-662-7447.


© 2019 The Vanguard Group, Inc. All rights reserved.
Vanguard Marketing Corporation, Distributor. PS 21 032019

Comments

  • TedTed
    @MFO Members: If I'm not mistaken they did the same thing back in March 2015.
    Regards,
    Ted
  • TheShadowTheShadow
    The filing has today's date. Guess they mean it this time.
  • carew388carew388
    Gaining access to VWELX is why I opened a Vanguard Brokerage account. Vanguard has continued to increase their ETF offerings as well as having one of the lowest transaction fees to buy transaction-fee funds so I've been quite satisfied with my Vanguard experience so far.
  • TheShadowTheShadow
    After thinking about this, this may be the annual filing listing the same information as last year like @Ted mentioned. It just serves as a reminder that the fund is available directly through Vanguard.
  • Sven
    Wellington just raised their fee from 0.16% to 0.17% in Admiral shares.
  • msf
    Gosh, I was going to invest in Wellington, but now that they've raised their price by 6% (6% of 0.16%) I'm not sure I can afford it.:-)
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