How To Invest In An Outside Fund From
Your Vanguard Account

Investing in mutual funds can be a strategic way to grow your wealth, but it’s intimidating if you’re not sure where to begin. If you’ve been considering the award-winning* NASDX mutual fund and want to add it to your portfolio using your Vanguard account, this guide is for you. 

In this article, we’ll make it easy for you to invest in NASDX through Vanguard’s website. We’ve captured the step-by-step process to help you make your investment in NASDX even faster.

On desktop:

  1. Visit www.vanguard.com and log in to your account.
  2. On the navigation bar, click on “transact.”
  3. Select the option “buy & sell.”
  4. Scroll to the section titled “mutual funds” — click the text that says “trade non-Vanguard mutual funds.”
  5. If you already have funds in your account, proceed to step 10.
  6. If you need to add funds, return to your dashboard page, scroll to the “money movement” section, and select “transfer from your bank to Vanguard.”
  7. Select whether or not this is a rollover. Scroll down and under “Add another Vanguard mutual fund” select “Federal Money Market.” Add the balance you’d like to add into your settlement.
  8. A section will populate on the right hand side of your screen. Choose which account you want to transfer money from. Select “continue” and complete the transaction.
  9. Go back to “transact,” from your navigation bar, scroll to the section titled “mutual funds” — click the text that says “trade non-Vanguard mutual funds.”
  10. Choose an account for your fund. 
  11. Beside “transaction type” select “buy.”
  12. Beside “fund” enter NASDX.
  13. Choose your buy amount (the minimum is $1000) and complete the transaction.

Keep in mind that when investing in NASDX with Vanguard, there’s a $21 brokerage fee that will be added to your net amount.

To avoid brokerage fees when investing in NASDX, you can open an account directly with Shelton Capital Management here.

Important Information

*For important ranking criteria, please visit Forbes.com and Time.com.

An investment in the Fund involves risk, including possible loss of principal. Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.

Received an Overall Morningstar RatingTM of 5 stars among 1,092 Large Growth funds, based on the risk-adjusted returns, as of 6/30/2024.

The fund’s Morningstar three-, five-, ten-year ratings respectively, 4 stars, 5 stars, 5 stars among 1,092, 1,019, 794 funds.

The Fund invests in the largest non-financial companies that are traded on the Nasdaq Stock Market. They are currently concentrated in the technology sector which has been among the volatile sectors of the U.S. stock market. During a declining stock market, this fund would lose money. It would potentially lose more money than other large cap funds.

Important Information for Morningstar® Rating

Nasdaq®, Nasdaq-100® and Nasdaq-100 Index® are trade or service marks of The Nasdaq Stock Market, Inc. which with its affiliates are the “Corporations”) and are licensed for use by the Fund. The Fund has not been passed on by the Corporations as to their legality or suitability. The Fund is not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the Fund. Diversification does not assure a profit or protect against lost in a declining market.

It is not possible for individuals to invest directly in an index. Performance figures for an index do not reflect deductions for sales charges, commissions, expenses or taxes.

Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltonfunds.com or call (800) 955-9988. A prospectus should be read carefully before investing.

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.