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Quick Read A simple ETF mix can replicate Wellington’s structure. Combining VIG and VTC in a 67/33 split closely mirrors Wellington’s stock-bond allocation and overall strategy. Active management still adds a small edge. Wellington slightl…
Investors are moving on from its classic style. The fund, founded in 1929, epitomizes Vanguard Group founder Jack Bogle’s values—own a balanced mix of stocks and bonds, and keep your costs down. While that may be unfashionable in today’s w…