16. Vanguard Wellington: about 65/35
Account$97,654
Return−2.35%
vs S&P 500+1.74%
Worst drop−3.02%
What it does
Vanguard's oldest balanced fund (1929) and John Bogle's favourite before index funds: roughly two thirds stocks and one third bonds. Weights are approximate and held fixed here. Back to the split once a year.
Account value
Vanguard Wellington: about 65/35S&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 365 | $96.55 | $35,241 | 36.09% |
| SPY | 84 | $735.29 | $61,764 | 63.25% |
| Cash | $648 | 0.66% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | AGG | 365 | $95.69 | $34,927 | $17.46 |
| 2026-10-22 | Buy | SPY | 84 | $766.37 | $64,375 | $32.19 |