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Wellington Management Investments
75 State Street
Boston , MA  02109
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Main Phone: 617-951-5000
Web Site: http://www.wellington.com/

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Wellington Management is a giant institutional asset manager that is a big mutual fund subadvisor for fund firms like Vanguard and Hartford.

Wellington's roots go back to 1928, to Walter Morgan (an accountant in Philadelphia) launching a balanced mutual fund (the first in the U.S., according to the Wellington folks). Wellington Management Company launched in 1933.

Vanguard's ties to Wellington actually predate the existence of Vanguard. Jack Bogle joined Wellington in 1955. He spearheaded the firm's expansion in the mutual fund business, and in 1967 he rose to president and led a merger with Boston-based Thorndike, Doran, Paine & Lewis. After the 1974 stock market plunge hit Wellington's funds hard, Bogle was ousted from the firm, but in 1975 he launched Vanguard to take over the Wellington Funds, while hiring Wellington Management to subadvise (a role they continue to play now for several actively managed Vanguard funds).

Meanwhile, after a brief stint as a public company, 29 partners took Wellington Management private again in 1979. The firm remains a private partnership to this day.
Sponsored Opportunities

Key People:
Brendan Swords
Outgoing CEO, Wellington Management
Jean Hynes
Managing Partner, Portfolio Manager, Global Industry Analyst, Incoming CEO, Wellington Management
Story Archive for Wellington Management Investments
Published On Story Headline Publication
3/22/2023 31 of the Most Influential Female Fundsters In 2023 MFWire.com
4/11/2022 This Year, There Are Four Firms Contending ... MFWire.com
1/31/2022 A DC Strategy Chief Will Leave a $1T-AUM Firm 401kWire.com
11/10/2021 A $152B-AUM Firm Enters the Translucent ETF Space MFWire.com
9/2/2020 A 29-Year Company Vet Prepares to Take Over a Subadvising Titan MFWire.com
9/20/2013 ING Hires Wellington to Replace Thornburg MFWire.com
1/18/2013 Stork and Reaper for the Week of January 14, 2013 MFWire.com
12/8/2011 Hartford Doubles Down With Wellington MFWire.com
4/1/2011 Morningstar Raises Questions About Vanguard's Latest Offering MFWire.com
3/28/2011 Vanguard Preps Emerging Market Fund MFWire.com
2/11/2011 Is Wellington Worth $9 Billion? MFWire.com
10/7/2010 Vanguard Drops AllianceBernstein in Favor of Two Sub-advisors MFWire.com
9/24/2010 Hartford Wants to Dive Into ETFs MFWire.com
7/28/2010 Wellington and Hancock Pair Up for a Technical Encore MFWire.com
7/21/2010 Marsico Loses a $976 Million Mandate MFWire.com
7/20/2010 PM Changes: Members Mutual Funds, Dreyfus & AXA Premier MFWire.com
7/19/2010 UBS Awards a Mandate for its PACE Funds MFWire.com
7/16/2010 Hartford Adds More to Wellington's Plate MFWire.com
7/13/2010 Mutual of America Lands an Intrepid PM MFWire.com
7/2/2010 Fund Launches, Re-Brandings and PM Changes: July 2, 2010 MFWire.com
7/2/2010 Transamerica Replaces Mesirow With Wellington MFWire.com
6/9/2010 Vanguard Draws from the Well Again MFWire.com
6/1/2010 Openings and Closings: June 1, 2010 MFWire.com
4/13/2010 Transamerica Teams Up for a New Growth Fund MFWire.com
4/12/2010 Hancock and Wellington Partner for a New Fund MFWire.com
2/9/2010 For an Equity Fund, Blood is Not Thicker than Water MFWire.com
1/28/2010 Wellington's Marketing Maven Moves On MFWire.com
12/17/2009 The Hartford Revamps a Fund MFWire.com
10/21/2009 Two Hartford Funds Get Hitched MFWire.com
10/9/2009 Vanguard Closes Its Top-Performing Fund MFWire.com
9/2/2009 ALPS Makes its First Trip to the Adoption Center MFWire.com
9/1/2009 Hartford Reopens Another Long-Closed Fund MFWire.com
8/25/2009 A New Hancock Fund Lures $1 Million a Day MFWire.com
8/25/2009 Hartford is On Fund Track to $100 Billion MFWire.com
8/20/2009 SEI Shakes Up its Subadvisor Roster MFWire.com
8/17/2009 Hartford Preps a Strategic Marketing Push for its Fund Arm MFWire.com
8/13/2009 WSJ Looks at How Three Funds Escaped Catastrophe MFWire.com
7/31/2009 Expense Ratio Hike at Vanguard Wellington is the First Since at Least 1975 MFWire.com
7/27/2009 SunAmerica Shakes Up its Fund Lineup MFWire.com
7/9/2009 Pimco's About-Face Raises Eyebrows MFWire.com
7/9/2009 Vanguard Wellington Becomes an Octogenarian MFWire.com
6/18/2009 A Boston Asset Manager Puts Office Space on the Market MFWire.com
2/23/2009 Fido More than Doubled its Citi Stake in the Fourth Quarter MFWire.com
12/16/2008 A Fund Reopening Catches the WSJ's Eye MFWire.com
12/3/2008 Wellington Reduces its Workforce MFWire.com
9/16/2008 Several Mutual Fund Managers Share in Lehman's Misery MFWire.com
9/8/2008 Which Fund Firms Bet the Most on Fannie and Freddie? MFWire.com
6/24/2008 Wellington Goes to the Well for Vanguard MFWire.com
2/14/2008 Wellington Portfolio Manager to Retire MFWire.com
8/17/2007 Wellington in the Hunt for New Boston Space MFWire.com
5/14/2007 New Subadvisors Spice Up Hancock's Lifestyle MFWire.com
8/9/2006 Wellington's Growth Forces Hartford Changes MFWire.com
5/30/2006 Domini Opts Out of Indexing, Sticks With Subadvisor MFWire.com
4/21/2006 Vanguard Moves to Slow Growth on Three Funds MFWire.com
3/30/2006 Vanguard Fund Manager To Step Down MFWire.com
2/1/2006 Vanguard To Launch New Equity Fund MFWire.com
12/23/2005 Vanguard Subadvisor Plans End to Soft Dollars MFWire.com
11/3/2005 Wellington's Kaplan Announces Retirement MFWire.com
9/23/2005 Vanguard Boots Subadvisor, Adds Fund MFWire.com
9/19/2005 Harbor Hires Wellington MFWire.com
9/12/2005 Domini Launches European SRI Fund MFWire.com
8/22/2005 Dreyfus Manager Leaps to Boston Firm MFWire.com
8/2/2005 Principal Adds Share Classes MFWire.com
7/25/2005 Ex-Putnam Manager to Join Wellington MFWire.com
6/29/2005 Wellington Hired to Subadvise New SRI Fund MFWire.com
5/10/2005 Hartford Adds Three Funds MFWire.com
3/23/2005 Vanguard Relaxes Some Redemption Fees MFWire.com
2/22/2005 Vanguard Goes to Israel MFWire.com
12/9/2004 No More Energy From Vanguard MFWire.com
10/28/2004 Charles Schwab Loses Two Counsel MFWire.com
6/25/2004 Hartford Closes Three Funds to New Investors MFWire.com
5/28/2004 Vanguard Makes Moves with Fund Policies MFWire.com
2/3/2004 Veteran Vanguard Manager Retires MFWire.com
2/3/2004 Seligman Hires Subadvisor MFWire.com
8/8/2003 A Shuffle of the Deck Leaves Subadvisor Out of $1.3 Billion Deal MFWire.com
6/12/2003 Vanguard Tells Investors to Cool Their Jets MFWire.com
6/4/2003 ING Goes Outside for Large Cap Fund MFWire.com
5/1/2003 Wellington Wins Canadian Mandate MFWire.com
8/5/2002 Subadvisor Switcheroo MFWire.com
6/28/2002 USAA Names Eight Subadvisors MFWire.com
5/31/2002 Vanguard Makes Manager Moves MFWire.com
3/11/2002 AMEX Intros New Equity Funds MFWire.com
12/18/2001 Another Actively Managed Fund from Vanguard MFWire.com
12/3/2001 Two from AmEx MFWire.com
10/4/2001 Vanguard Hopes to Make Hay with Value MFWire.com
6/26/2001 Hewitt Plus PeopleSoft MFWire.com
3/6/2001 Enterprise Selects Value Subadvisor MFWire.com
11/10/2000 SubAdvisor Switch MFWire.com
10/4/2000 Cigna Awards 401k Assignments MFWire.com
5/31/2000 May 31, 2000 MFWire.com
5/4/2000 Blame Canada MFWire.com
5/3/2000 Busy Day In Kansas MFWire.com
3/13/2000 AG Acquires North American Funds MFWire.com
12/29/1999 Odd Lots, December 29, 1999 MFWire.com
6/1/1999 Vanguard Re-Opens Windsor MFWire.com
4/13/1999 Odd Lots, April 13, 1999 MFWire.com
3/31/1999 Manulife Goes Outside for 401k Funds MFWire.com
3/25/1999 Vanguard Shakes Up Windsor Fund Advisors MFWire.com
3/8/1999 Odd Lots, March 8, 1999 MFWire.com
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