MyPlanIQ Major Brokerage Investor Vanguard ETFs

Vanguard ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 53
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ VNQ (Vanguard REIT Index ETF)
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO (Vanguard Emerging Markets Stock ETF)
INTERNATIONAL EQUITY
EUROPE STOCK VGK VGK (Vanguard European ETF)
Foreign Large Blend VEU VEU (Vanguard FTSE All-World ex-US ETF)
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF
Others
Technology VGT VGT (Vanguard Information Technology ETF)
Consumer Discretionary VCR VCR(Vanguard Consumer Discretionary ETF)
Health VHT VHT (Vanguard Health Care ETF)
Total Available Funds: 53
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ VNQ (Vanguard REIT Index ETF)
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO (Vanguard Emerging Markets Stock ETF)
INTERNATIONAL EQUITY
EUROPE STOCK VGK VGK (Vanguard European ETF)
Foreign Large Blend VEU VEU (Vanguard FTSE All-World ex-US ETF)
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF
WORLD STOCK VT VT (Vanguard Total World Stock Index ETF)
Foreign Large Blend VEA VEA (Vanguard Europe Pacific ETF)
DIVERSIFIED PACIFIC/ASIA VPL VPL (Vanguard Pacific Stock ETF)
FOREIGN SMALL/MID GROWTH VSS VSS (Vanguard FTSE All-Wld ex-US SmCp Idx ETF)
Others
Technology VGT VGT (Vanguard Information Technology ETF)
Consumer Discretionary VCR VCR(Vanguard Consumer Discretionary ETF)
Health VHT VHT (Vanguard Health Care ETF)
Natural Resources VAW VAW (Vanguard Materials ETF)
Consumer Staples VDC VDC (Vanguard Consumer Staples ETF)
Industrials VIS VIS (Vanguard Industrials ETF)
Utilities VPU VPU (Vanguard Utilities ETF)
Financial VFH VFH (Vanguard Financials ETF)
Communications VOX VOX (Vanguard Telecom Services ETF)
Equity Energy VDE VDE (Vanguard Energy ETF)
ROOT CASH CASH (Money Market)
FIXED INCOME
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
WORLD BOND BNDX Vanguard Total Intl Bd Idx ETF
Intermediate-Term Bond BIV BIV (Vanguard Intermediate-Term Bond ETF)
Emerging Markets Bond VWOB Vanguard Emerg Mkts Govt Bd Idx ETF
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF
Short-Term Bond BSV BSV (Vanguard Short-Term Bond ETF)
Long-Term Bond BLV BLV (Vanguard Long-Term Bond Index ETF)
Inflation-Protected Bond VTIP Vanguard Shrt-Term Infl-Prot Sec Idx ETF
LONG GOVERNMENT EDV EDV (Vanguard Extended Dur Trs Idx ETF)
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF)
SHORT GOVERNMENT VGSH VGSH (Vanguard Short-Term Govt Bd Idx ETF)
Intermediate-Term Bond VMBS VMBS (Vanguard Mortgage-Backed Sec Idx ETF)
LONG GOVERNMENT VGLT VGLT (Vanguard Long-Term Govt Bd Idx ETF)
Long-Term Bond VCLT VCLT (Vanguard Long-Term Corp Bond Idx ETF)
Intermediate-Term Bond VCIT VCIT (Vanguard Interm-Tm Corp Bd Idx ETF)
US EQUITY
LARGE BLEND MGC MGC (Vanguard Mega Cap 300 Index ETF)
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
SMALL BLEND VB VB (Vanguard Small Cap ETF)
LARGE BLEND VV Vanguard Large Cap ETF
LARGE BLEND VIG VIG (Vanguard Dividend Appreciation ETF)
LARGE GROWTH MGK MGK (Vanguard Mega Cap 300 Gr Index ETF)
SMALL VALUE VBR VBR (Vanguard Small Cap Value ETF)
LARGE GROWTH VUG VUG (Vanguard Growth ETF)
LARGE BLEND VTI VTI (Vanguard Total Stock Market ETF)
LARGE VALUE MGV MGV (Vanguard Mega Cap 300 Value Index ETF)
LARGE VALUE VTV VTV (Vanguard Value ETF)
MID-CAP VALUE VOE VOE (Vanguard Mid-Cap Value ETF)
LARGE BLEND VOO Vanguard S&P 500 ETF
Small Growth VBK VBK (Vanguard Small Cap Growth ETF)
LARGE VALUE VYM VYM (Vanguard High Dividend Yield Indx ETF)
Mid-Cap Growth VOT VOT (Vanguard Mid-Cap Growth ETF)
MID-CAP BLEND VO VO (Vanguard Mid Cap ETF)
Total Available Funds: 53
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE VNQ VNQ (Vanguard REIT Index ETF) 95% 1 60 0 0.12% 3.43%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 37% 1 60 0 0.24% 3.85%
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO (Vanguard Emerging Markets Stock ETF) 51% 1 60 0 0.15% 2.67%
INTERNATIONAL EQUITY
EUROPE STOCK VGK VGK (Vanguard European ETF) 71% 1 60 0 0.12% 3.26%
Foreign Large Blend VEU VEU (Vanguard FTSE All-World ex-US ETF) 64% 1 60 0 0.14% 3.1%
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF 62% 1 60 0 0.14% 2.67%
WORLD STOCK VT VT (Vanguard Total World Stock Index ETF) 62% 1 60 0 0.17% 2.34%
Foreign Large Blend VEA VEA (Vanguard Europe Pacific ETF) 54% 1 60 0 0.09% 3.21%
DIVERSIFIED PACIFIC/ASIA VPL VPL (Vanguard Pacific Stock ETF) 39% 1 60 0 0.12% 2.84%
FOREIGN SMALL/MID GROWTH VSS VSS (Vanguard FTSE All-Wld ex-US SmCp Idx ETF) 0% 1 60 0 NA NA
Others
Technology VGT VGT (Vanguard Information Technology ETF) 96% 1 60 0 0.12% 1.06%
Consumer Discretionary VCR VCR(Vanguard Consumer Discretionary ETF) 86% 1 60 0 0.12% 1.21%
Health VHT VHT (Vanguard Health Care ETF) 71% 1 60 0 0.12% 1.28%
Natural Resources VAW VAW (Vanguard Materials ETF) 65% 1 60 0 0.12% 1.81%
Consumer Staples VDC VDC (Vanguard Consumer Staples ETF) 62% 1 60 0 0.12% 2.55%
Industrials VIS VIS (Vanguard Industrials ETF) 54% 1 60 0 0.12% 2.38%
Utilities VPU VPU (Vanguard Utilities ETF) 37% 1 60 0 0.12% 3.14%
Financial VFH VFH (Vanguard Financials ETF) 36% 1 60 0 0.12% 1.99%
Communications VOX VOX (Vanguard Telecom Services ETF) 32% 1 60 0 0.12% 3.56%
Equity Energy VDE VDE (Vanguard Energy ETF) 9% 1 60 0 0.12% 2.7%
ROOT CASH CASH (Money Market) 0% 1 60 0 NA 1.27%
FIXED INCOME
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 93% 1 60 0 0.12% 2.31%
WORLD BOND BNDX Vanguard Total Intl Bd Idx ETF 92% 1 60 0 0.19% 2.25%
Intermediate-Term Bond BIV BIV (Vanguard Intermediate-Term Bond ETF) 89% 1 60 0 0.1% 3.14%
Emerging Markets Bond VWOB Vanguard Emerg Mkts Govt Bd Idx ETF 87% 1 60 0 0.34% 4.69%
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF 79% 1 60 0 0.12% 1.74%
Short-Term Bond BSV BSV (Vanguard Short-Term Bond ETF) 73% 1 60 0 0.1% 2.09%
Long-Term Bond BLV BLV (Vanguard Long-Term Bond Index ETF) 58% 1 60 0 0.1% 4.27%
Inflation-Protected Bond VTIP Vanguard Shrt-Term Infl-Prot Sec Idx ETF 53% 1 60 0 0.1% 1.52%
LONG GOVERNMENT EDV EDV (Vanguard Extended Dur Trs Idx ETF) 21% 1 60 0 0.12% 3.27%
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF) 3% 1 60 0 0.07% 2.86%
SHORT GOVERNMENT VGSH VGSH (Vanguard Short-Term Govt Bd Idx ETF) 0% 1 60 0 NA NA
Intermediate-Term Bond VMBS VMBS (Vanguard Mortgage-Backed Sec Idx ETF) 0% 1 60 0 NA NA
LONG GOVERNMENT VGLT VGLT (Vanguard Long-Term Govt Bd Idx ETF) 0% 1 60 0 NA NA
Long-Term Bond VCLT VCLT (Vanguard Long-Term Corp Bond Idx ETF) 0% 1 60 0 NA NA
Intermediate-Term Bond VCIT VCIT (Vanguard Interm-Tm Corp Bd Idx ETF) 0% 1 60 0 NA NA
US EQUITY
LARGE BLEND MGC MGC (Vanguard Mega Cap 300 Index ETF) 97% 1 60 0 0.11% 1.88%
MID-CAP BLEND VXF Vanguard Extended Market Index ETF 96% 1 60 0 0.1% 1.51%
SMALL BLEND VB VB (Vanguard Small Cap ETF) 95% 1 60 0 0.09% 1.51%
LARGE BLEND VV Vanguard Large Cap ETF 94% 1 60 0 0.09% 1.86%
LARGE BLEND VIG VIG (Vanguard Dividend Appreciation ETF) 93% 1 60 0 0.1% 1.91%
LARGE GROWTH MGK MGK (Vanguard Mega Cap 300 Gr Index ETF) 91% 1 60 0 0.11% 1.29%
SMALL VALUE VBR VBR (Vanguard Small Cap Value ETF) 82% 1 60 0 0.09% 2.11%
LARGE GROWTH VUG VUG (Vanguard Growth ETF) 82% 1 60 0 0.09% 0.97%
LARGE BLEND VTI VTI (Vanguard Total Stock Market ETF) 80% 1 60 0 0.05% 1.67%
LARGE VALUE MGV MGV (Vanguard Mega Cap 300 Value Index ETF) 78% 1 60 0 0.11% 2.42%
LARGE VALUE VTV VTV (Vanguard Value ETF) 73% 1 60 0 0.09% 2.32%
MID-CAP VALUE VOE VOE (Vanguard Mid-Cap Value ETF) 72% 1 60 0 0.09% 2.34%
LARGE BLEND VOO Vanguard S&P 500 ETF 64% 1 60 0 0.05% 1.73%
Small Growth VBK VBK (Vanguard Small Cap Growth ETF) 64% 1 60 0 0.09% 0.78%
LARGE VALUE VYM VYM (Vanguard High Dividend Yield Indx ETF) 63% 1 60 0 0.1% 3.05%
Mid-Cap Growth VOT VOT (Vanguard Mid-Cap Growth ETF) 53% 1 60 0 0.09% 0.72%
MID-CAP BLEND VO VO (Vanguard Mid Cap ETF) 6% 1 60 0 0.09% 1.19%
Average Expense Ratio: 0.12%
Sign up to get fund ranking change alerts

Sign up and subscribe as an expert user to create plans with your own specified investment options.
Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 0.1% 4.5% 4.3% 6.3% 5.7% 5.8%

Sign up or Login first to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 1.8% 5.8% 7.2% 7.6% 7.5% 7.3%

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 53 funds. It covers 5 major asset classes and 37 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.

 

Based on an article published by Bank Investment Consultant by Matt Ackermann, Vanguard, one of the largest index fund and ETF providers, will offer commission-free trading to its brokerage clients that use its lineups of 46 proprietary ETFs. This represents a comparable move as Fidelity and Schwab. 

In addition to Fidelity and Schwab plans, MyPlanIQ now has a Vanguard major ETF plan. Notice since most Vanguard ETFs have short history, the performance data of the model portfolios are meaningful since 2003 (before that, most ETFs did not exist).

The following is the list of the ETFs supported in this plan (for up to date info, please see the Vanguard ETF page.

Consumer Discretionary VCR Stock - Sector 21.61% 55.94% 3.59% 2.71% 01/26/2004
Consumer Staples VDC Stock - Sector 5.66% 30.32% 6.76% 6.87% 01/26/2004
Dividend Appreciation VIG Stock - Large-Cap Blend 7.99% 34.67% 1.88% 04/21/2006
Emerging Markets VWO International 3.10% 55.90% 15.64% 12.96% 03/04/2005
Energy VDE Stock - Sector 6.40% 35.05% 10.06% 12.18% 09/23/2004
Europe Pacific VEA International –0.82% 34.51% –10.68% 07/20/2007
European VGK International –4.15% 34.33% 3.42% 2.16% 03/04/2005
Extended Duration Treasury EDV Bond - Long-term Treasury 3.78% –7.29% 1.17% 12/06/2007
Extended Market VXF Stock - Mid-Cap Blend 16.43% 51.39% 6.46% 7.20% 12/27/2001
Financials VFH Stock - Sector 16.43% 50.47% –5.64% –4.30% 01/26/2004
FTSE All-World ex-US VEU International 0.69% 40.55% –2.43% 03/02/2007
FTSE All-World ex-US Small-Cap VSS International 6.38% 55.17% 61.56% 04/02/2009
Growth VUG Stock - Large-Cap Growth 7.80% 38.97% 4.29% 2.85% 01/26/2004
Health Care VHT Stock - Sector 2.55% 33.76% 2.94% 2.66% 01/26/2004
High Dividend Yield VYM Stock - Large-Cap Value 7.89% 37.46% –3.19% 11/10/2006
Industrials VIS Stock - Sector 18.80% 50.93% 4.44% 5.24% 09/23/2004
Information Technology VGT Stock - Sector 6.05% 44.78% 7.15% 2.50% 01/26/2004
Intermediate-Term Bond BIV Bond - Inter-term Treasury 3.23% 11.57% 7.13% 04/03/2007
Intermediate-Term Corporate Bond VCIT Bond - Inter-term Investment 4.07% 4.48% 11/19/2009
Intermediate-Term Government Bond VGIT Bond - Inter-term Treasury 2.09% 0.67% 11/19/2009
Large-Cap VV Stock - Large-Cap Blend 8.73% 39.52% 3.27% 3.23% 01/27/2004
Long-Term Bond BLV Bond - Long-term Treasury 4.16% 15.05% 6.84% 04/03/2007
Long-Term Corporate Bond VCLT Bond - Long-term Investment 4.30% 4.33% 11/19/2009
Long-Term Government Bond VGLT Bond - Long-term Treasury 3.22% –0.21% 11/19/2009
Materials VAW Stock - Sector 5.99% 42.18% 7.42% 8.00% 01/26/2004
Mega Cap 300 MGC Stock - Large-Cap Blend 7.58% 37.17% –5.92% 12/17/2007
Mega Cap 300 Growth MGK Stock - Large-Cap Growth 6.74% 37.22% –3.29% 12/17/2007
Mega Cap 300 Value MGV Stock - Large-Cap Value 8.39% 37.45% –8.55% 12/17/2007
Mid-Cap VO Stock - Mid-Cap Blend 14.37% 51.25% 5.68% 6.22% 01/26/2004
Mid-Cap Growth VOT Stock - Mid-Cap Growth 12.92% 46.60% 1.68% 08/17/2006
Mid-Cap Value VOE Stock - Mid-Cap Value 15.80% 55.78% 1.78% 08/17/2006
Mortgage-Backed Securities VMBS Bond - Inter-term Treasury 1.72% 1.34% 11/19/2009
Pacific VPL International 6.01% 35.31% 4.67% 3.37% 03/04/2005
REIT VNQ Stock - Sector 21.94% 71.42% 4.46% 6.56% 09/23/2004
Short-Term Bond BSV Bond - Short-term Treasury 1.38% 5.04% 5.63% 04/03/2007
Short-Term Corporate Bond VCSH Bond - Short-term Investment 2.34% 2.58% 11/19/2009
Short-Term Government Bond VGSH Bond - Short-term Treasury 0.80% 0.40% 11/19/2009
Small-Cap VB Stock - Small-Cap Blend 18.18% 54.19% 6.77% 5.83% 01/26/2004
Small-Cap Growth VBK Stock - Small-Cap Growth 16.97% 52.45% 7.59% 5.41% 01/26/2004
Small-Cap Value VBR Stock - Small-Cap Value 19.40% 55.82% 5.68% 5.98% 01/26/2004
Telecommunication Services VOX Stock - Sector 1.29% 23.71% 4.66% 4.84% 09/23/2004
Total Bond Market BND Bond - Inter-term Treasury 2.34% 8.20% 6.35% 04/03/2007
Total Stock Market VTI Stock - Large-Cap Blend 9.85% 41.32% 3.63% 2.08% 05/24/2001
Total World Stock VT International 3.84% 39.52% –5.01% 06/24/2008
Utilities VPU Stock - Sector 1.57% 24.74% 4.24% 7.66% 01/26/2004
Value VTV Stock - Large-Cap Value 9.63% 40.34% 2.10% 3.14%

01/26/2004

Discussions
comments powered by Disqus


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
Community Comments

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.