From Bogleheads
This page conveniently provides information from the SEC EDGAR [1] database on selected taxable Vanguard US 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 Index Funds: Prospectuses
Vanguard Convertible Securities Fund: Prospectuses
Vanguard Chester Funds: Prospectuses
Vanguard Horizon Funds: Prospectuses
Vanguard Malvern Funds: Prospectuses
Vanguard Specialized Funds: Prospectuses
Vanguard Tax Managed Funds: Prospectuses
Vanguard Index Funds: Annual Reports
Vanguard Convertible Securities Fund: Annual Reports
Vanguard Chester Funds: Annual Reports
Vanguard Horizon Funds: Annual Reports
Vanguard Specialized Funds: Annual Reports
Vanguard Malvern Funds: Annual Reports
Vanguard Tax Managed Funds: 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
- ↑ 5.0 5.1 5.2 Vanguard Malvern Funds include the following funds:
- Vanguard Asset Allocation Fund
- Vanguard Capital Value Fund
- Vanguard U.S. Value Fund
- ↑ 6.0 6.1 6.2 Vanguard Horizon Funds include the following funds:
- Vanguard Capital Opportunity Fund
- Vanguard Global Equity Fund
- Vanguard Strategic Equity Fund
- Vanguard Strategic Small-Cap Equity Fund
- ↑ 7.0 7.1 7.2 7.3 Vanguard Specialized Funds include the following funds:
- Vanguard Dividend Appreciation Index Fund
- Vanguard Dividend Growth Fund
- Vanguard Energy Fund
- Vanguard Health Care Fund
- Vanguard Precious Metals and Mining Fund
- Vanguard REIT Index Fund
- ↑ Vanguard Chester Funds include the following funds:
- Vanguard PRIMECAP Fund
- Vanguard Target Retirement Funds
- ↑ 9.0 9.1 9.2 9.3 9.4 9.5 9.6 9.7 Revised/Amended Return
How to Cite
You can link to this page from the Bogleheads Forum by copying and pasting the following text into your forum posting:
Please see [url=http://www.bogleheads.org/wiki/Vanguard_SEC_Filings:_U.S._Stock_Index_Funds]Vanguard SEC Filings: U.S. Stock Index Funds[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].
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