Vanguard SEC listings

The SEC's EDGAR database of mutual fund filings provides a bountiful supply of historical mutual fund documents.  attempts to explain the somewhat arcane way the EDGAR database organizes and reports filings.

Vanguard mutual funds are filed and organized at the SEC in a series of fund groups. These are explained, in fund documents, as a series of trusts that contain the mutual funds. These names are likely to be unfamiliar to mutual fund investors, who have likely never heard of such entities as Vanguard Chester funds, or Vanguard Valley Forge funds.

While a fund researcher can now search for an individual mutual fund on the EDGAR database, researchers must realize that the fund documents are filed according to the group names. For example, a mutual fund's annual report will normally be included in one file document containing all of the annual reports of the funds in the fund group.

EDGAR uses acronym labels for common fund documents such as annual reports, prospectuses, portfolio holdings, and other reports.

Vanguard fund groups A - C
Five Vanguard fund groups, arranged alphabetically, are included in the table below.

The Admiral, Charlotte, and Chester fund groups are not self explanatory. Among the Admiral group's holdings are Vanguard's suite of S & P indexed ETFs. The Charlotte Funds are comprised of Vanguard's international bond index funds, and the Chester group includes Vanguards series of target date retirement funds. (Click show to expand table for complete holdings.)

Vanguard fund groups F - I
Five more Vanguard fund groups, arranged alphabetically, are included in the table below.

The Fenway fund group (three funds) and Horizon fund group (four funds) contain Vanguard actively managed stock funds. The Fixed Income fund group consists of Vanguard's suite of actively managed bond funds. (Click show to open table for complete holdings.)

Vanguard fund groups M - N
Five additional Vanguard fund groups, arranged alphabetically, are included in the table below.

The Malvern fund group contains two Vanguard actively managed stock funds along with the Vanguard Short-Term Inflation Protected Bond Index fund. (Click show to open table and reveal complete holdings.)

Vanguard fund groups O - S
Five additional Vanguard fund groups, arranged alphabetically, are included in the table below.

Vanguard fund groups S - W
Five more Vanguard fund groups, arranged alphabetically.

Vanguard fund groups W
Additional Vanguard fund groups are included in the table below.