From Bogleheads
This page conveniently provides information from the SEC EDGAR [1] database on selected taxable Vanguard Tax-Managed Stock funds, which are sorted alphabetically in a document directory by current fund name. Links to both prospectuses [2] and annual reports [3] are provided, organized by fund group. Prospectuses are displayed by their stated effective dates, though any given group's listings are only partial. Annual reports are displayed by the ending date of the fiscal year covered. Listings in either document category for a particular fund group are in reverse chronological order.
Prospectuses and reports frequently encompass many funds, so multiple links herein can reference the same EDGAR webpage. The desired fund name does not always appear near the top of a hyperlinked document. A text search within the referenced page may be used to locate efficiently the start of the relevant material. Researchers may also employ text searches to find statements of additional information, which are embedded within prospectus webpages.
Document Directory
Vanguard Chester Funds: Prospectuses
Vanguard Star Funds: Prospectuses
Vanguard Valley Forge Funds: Prospectuses
Vanguard Wellington Fund: Prospectuses
Vanguard Wellesley Fund: Prospectuses
Vanguard Chester Funds: Annual Reports
Vanguard Star Funds: Annual Reports
Vanguard Valley Forge Funds: Annual Reports
Vanguard Wellington Fund: Annual Reports
Vanguard Wellesley Fund: Annual Reports
Links of General Interest
SEC Filings & Forms (EDGAR)
EDGAR search: Company=Vanguard & State=PA
Sec Info, a free commercial service containing EDGAR data; it is indexed in Google, unlike EDGAR
For a full variety of current fund documents, more nicely formatted:
Notes
- ↑ Electronic Data Gathering, Analysis, and Retrieval system
- ↑ Form 485APOS or 485BPOS
- ↑ Form N-CSR or N-30D
- ↑ Form N-CSR includes listings for 09/26/03 and later; Form N-30D includes listings for 04/04/03 and earlier
- ↑ The Vanguard Valley Forge Funds include the following funds:
- Vanguard Balanced Index Fund
- Vanguard Managed Payout Real Growth Fund
- Vanguard Managed Payout Moderate Growth Fund
- Vanguard Managed Payout Capital Preservation Fund
- ↑ 6.0 6.1 6.2 6.3 6.4 Vanguard STAR Funds include the following funds:
- Vanguard LifeStrategy Income Fund
- Vanguard LifeStrategy Conservative Growth Fund
- Vanguard LifeStrategy Moderate Growth Fund
- Vanguard LifeStrategy Growth Fund
- Vanguard STAR Fund
- ↑ 7.00 7.01 7.02 7.03 7.04 7.05 7.06 7.07 7.08 7.09 7.10 Vanguard Chester Funds include the following funds:
- Target Retirement Income Fund
- Target Retirement 2005 Fund
- Target Retirement 2010 Fund
- Target Retirement 2015 Fund
- Target Retirement 2020 Fund
- Target Retirement 2025 Fund
- Target Retirement 2030 Fund
- Target Retirement 2035 Fund
- Target Retirement 2035 Fund
- Target Retirement 2045 Fund
- Target Retirement 2050 Fund
- ↑ 8.0 8.1 8.2 8.3 8.4 8.5 8.6 Revised/Amended Return
How to Cite
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Please see [url=http://www.bogleheads.org/wiki/Vanguard_SEC_Filings:_Balanced_Funds]Vanguard SEC Filings: Balanced Funds[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].
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