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How do I sell a mutual fund?

Follow this step-by-step tutorial to learn how to sell a Vanguard mutual fund

Step 1

This example is for illustrative purposes only and is not a recommendation to buy or sell a particular security.

Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC.

To sell a mutual fund from your Account overview page, first select the Holdings tab.

From the Holdings tab, find the Transact dropdown menu. Select Sell Vanguard funds to begin your order.

Step 2

On the Sell Vanguard funds page, select the appropriate account under Where’s the money coming from?

You can sell your fund in dollars, percentage, or shares. Click CONTINUE.

Step 3

In the Where’s the money going? section, select where you would like the proceeds of your mutual fund share to go.

You can send the proceeds to another Vanguard fund or a registered bank account, or you can elect to have a check sent to your address on record.

Once selected, click CONTINUE.

Step 4

If you’re selling from an IRA, you’ll need to make a tax withholding choice. You can choose your federal withholding amount in percentages, dollars, state minimums, or a combination. You can also choose to print a copy of this choice, have a copy emailed, or sent to you through U.S. mail.


Step 5

Review your transaction details and click SUBMIT.

If you haven’t signed up for e-delivery, you can elect to have your transaction confirmation sent to you via email or U.S. mail. Click CONTINUE.

All investing is subject to risk, including the possible loss of the money you invest.