Vanguard SEC Filings: Balanced Funds

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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.

Contents

Document Directory

Fund Name Prospectus Group Annual Report Group Link to Specific Edgar Search Annual/Semi-Annual Reports [4]
VG Balanced Index Fund Valley Forge Funds [5] Valley Forge Funds Balanced Index Fund: Forms 485 Valley Forge Funds: N-CSR

Valley Forge Funds: N-30D

LifeStrategy Income Fund Star Funds [6] Star Funds Star Funds: Forms 485 Star Funds: N-CSR

Star Funds: N-30D

LifeStrategy Conservative Growth Fund Star Funds [6] Star Funds Star Funds: Forms 485 Star Funds: N-CSR

Star Funds: N-30D

LifeStrategy Moderate Growth Fund Star Funds [6] Star Funds Star Funds: Forms 485 Star Funds: N-CSR

Star Funds: N-30D

LifeStrategy Growth Fund Star Funds [6] Star Funds Star Funds: Forms 485 Star Funds: N-CSR

Star Funds: N-30D

STAR Fund Star Funds [6] Star Funds Star Funds: Forms 485 Star Funds: N-CSR

Star Funds: N-30D

Target Retirement Income Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2005 Fund Chester Fund [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2010 Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2015 Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2020 Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2025 Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2030 Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2035 Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2040 Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2045 Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
Target Retirement 2050 Fund Chester Funds [7] Chester Funds Chester Funds: Forms 485 Chester Funds: N-CSR
VG Wellington Fund Wellington Fund Wellington Fund Wellington Fund: Forms 485 Wellington Fund: N-CSR

Wellington Fund: N-30D

VG Wellesley Fund Wellesley Fund Wellesley Fund Wellesley Fund: Forms 485 Wellesley Fund: N-CSR

Wellesley Fund: N-30D

VG Managed Payout Distribution Focus Fund Managed Payout Fund Managed Payout Distribution Fund Managed Payout Fund: Forms 485 Valley Forge Funds: N-CSR
VG Managed Payout Growth and Distribution Fund Managed Payout Fund VG Managed Payout Growth and Distribution Fund Managed Payout Fund: Forms 485 Valley Forge Funds: N-CSR
VG Managed Payout Growth Focus Fund Managed Payout Fund Vanguard Managed Payout Growth Focus Fund Managed Payout Fund Fund: Forms 485 [Valley Forge Funds: N-CSR



Vanguard Chester Funds: Prospectuses

01/24/08 01/29/07 01/24/06 01/25/05 10/12/04 08/05/03


Vanguard Star Funds: Prospectuses

08/26/08 02/21/07 02/27/06 02/09/05 02/18/04 06/13/03 02/11/02
06/29/01 02/14/00 03/01/99 04/16/98 04/28/97 01/26/96 04/25/95


Vanguard Valley Forge Funds: Prospectuses

02/25/08 04/20/07 02/24/06 02/22/05 03/26/04 02/28/03 04/01/02 04/12/01
03/24/00 02/18/99 04/20/98 03/21/97 04/22/96 04/24/95 04/13/94


Vanguard Wellington Fund: Prospectuses

03/19/08 03/29/07 01/03/06 01/28/05 02/27/04 03/03/03 03/14/02
03/09/01 03/07/00 01/15/99 03/05/98 03/14/97 03/05/96 02/24/95


Vanguard Wellesley Fund: Prospectuses

01/22/08 01/25/07 01/23/06 01/26/05 01/20/04 01/17/03 01/30/02
04/03/01 04/11/00 02/22/99 04/29/98 04/18/97 04/16/96 04/12/95



Vanguard Chester Funds: Annual Reports

11/23/07 11/28/06 03/14/06 [8] 11/25/05 11/17/04


Vanguard Star Funds: Annual Reports

12/21/07 12/27/06 03/15/06 [8] 12/30/05 12/28/04[8] 12/21/04 12/22/03 12/24/02
12/28/01 02/21/01 02/16/00 02/24/99 03/02/98 02/20/97 03/08/96 03/03/95

Vanguard Valley Forge Funds: Annual Reports

03/07/08 03/05/07 03/16/06 [8] 02/28/06 02/25/05 02/27/04 03/24/03 03/01/02
03/02/01 03/03/00 03/03/99 03/05/98 02/27/97 03/07/96 03/05/95 03/08/94


Vanguard Wellington Fund: Annual Reports

01/25/08 01/25/07 03/16/06 [8] 01/26/06 01/19/05 01/26/04 02/28/03 [8] 01/21/03
01/25/02 01/24/01 01/20/00 01/15/99 01/20/98 01/17/97 01/29/96 01/25/95


Vanguard Wellesley Fund: Annual Reports

11/21/07 12/01/06 03/14/06 [8] 11/23/05 11/22/04 11/21/03 11/22/02 12/05/01
03/01/01 03/02/00 03/04/99 02/27/98 02/27/97 03/07/96 02/27/95

Links of General Interest

SEC Filings & Forms (EDGAR)

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

  1. ↑ Electronic Data Gathering, Analysis, and Retrieval system
  2. ↑ Form 485APOS or 485BPOS
  3. ↑ Form N-CSR or N-30D
  4. ↑ Form N-CSR includes listings for 09/26/03 and later; Form N-30D includes listings for 04/04/03 and earlier
  5. ↑ 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. ↑ 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. ↑ 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. ↑ 8.0 8.1 8.2 8.3 8.4 8.5 8.6 Revised/Amended Return

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Vanguard SEC Filings
Bond Funds Vanguard SEC Filings: Taxable Fixed Income Funds • Vanguard SEC Filings: Tax-Exempt Fixed Income Funds
Balanced Funds Vanguard SEC Filings: Balanced Funds
Stock Funds Vanguard SEC Filings: U.S. Stock Index Funds • Vanguard SEC Filings: Tax Managed Stock Funds • Vanguard SEC Filings: International & Global Stock Funds
Other Filings Vanguard Transaction Principles (SAI Disclosure)
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