MyPlanIQ Major Brokerage Investor Vanguard All Funds And ETFs

Vanguard All Funds And ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 145
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
Global Real Estate VGXRX Vanguard Global ex-US Rel Est Idx Inv
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Total Available Funds: 145
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
Global Real Estate VGXRX Vanguard Global ex-US Rel Est Idx Inv
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
EUROPE STOCK VGK Vanguard European ETF
WORLD STOCK VT Vanguard Total World Stock Index ETF
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer Inv
Foreign Large Blend VWIGX Vanguard International Growth Inv
EUROPE STOCK VEUSX Vanguard European Stock Index Adm
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF
FOREIGN SMALL/MID GROWTH VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF
DIVERSIFIED PACIFIC/ASIA VPADX Vanguard Pacific Stock Index Adm
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Foreign Large Blend VFWAX Vanguard FTSE All-Wld ex-US Idx Admiral
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv
Foreign Large Blend VDMAX Vanguard Developed Markets Index Admiral
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv
Retirement Income VTINX Vanguard Target Retirement Income Inv
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv
Conservative Allocation VWINX Vanguard Wellesley Income Inv
Moderate Allocation VWELX Vanguard Wellington Inv
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv
Conservative Allocation VTMFX Vanguard Tax-Managed Balanced
Moderate Allocation VBIAX Vanguard Balanced Index Adm
Moderate Allocation VGSTX Vanguard STAR Inv
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv
Natural Resources VAW Vanguard Materials ETF
Target Date 2050+ VFFVX Vanguard Target Retirement 2055 Inv
Consumer Discretionary VCR Vanguard Consumer Discretionary ETF
Consumer Staples VDC Vanguard Consumer Staples ETF
Equity Energy VDE Vanguard Energy ETF
Financial VFH Vanguard Financials ETF
Technology VGT Vanguard Information Technology ETF
Health VHT Vanguard Health Care ETF
Communications VOX Vanguard Telecom Services ETF
Utilities VPU Vanguard Utilities ETF
Target Date 2050+ VFIFX Vanguard Target Retirement 2050
Target Date 2050+ VTTSX Vanguard Target Retirement 2060 Investor
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020
Industrials VIS Vanguard Industrials ETF
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010
Retirement Income VPGFX Vanguard Managed Payout Gr Focus Inv
Retirement Income VPGDX Vanguard Managed Payout Gr & Dis Inv
Retirement Income VPDFX Vanguard Managed Payout Dis Focus Inv
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Intermediate Government VFIIX Vanguard GNMA Inv
Muni National Interm VWITX Vanguard Interm-Term Tx-Ex Inv
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Muni Massachusetts VMATX Vanguard MA Tax-Exempt
Short-Term Bond VBIRX Vanguard Short-Term Bond Index Adm
Muni National Interm VWAHX Vanguard High-Yield Tax-Exempt
Muni California Intermediate VCAIX Vanguard CA Interm-Term Tax-Exempt Inv
Muni Short VMLTX Vanguard Ltd-Term Tx-Ex
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv
Muni Short VWSTX Vanguard Short-Term Tx-Ex
Muni Ohio VOHIX Vanguard OH Long-Term Tax-Exempt
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv
Muni New Jersey VNJTX Vanguard NJ Long-Term Tax-Exempt Inv
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Muni Pennsylvania VPAIX Vanguard PA Long-Term Tax-Exempt Inv
Intermediate-Term Bond VBILX Vanguard Interm-Term Bond Index Adm
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF
Muni California Long VCITX Vanguard CA Long-Term Tax-Exempt Inv
Muni New York Long VNYTX Vanguard NY Long-Term Tax-Exempt Inv
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF
LONG GOVERNMENT EDV Vanguard Extended Dur Trs Idx ETF
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv
Muni National Long VWLTX Vanguard Long-Term Tax-Exempt
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv
Muni Single State Interm VFLTX Vanguard FL Long-Term Tax-Exempt Inv
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE VALUE VEIPX Vanguard Equity-Income Inv
LARGE GROWTH VUG Vanguard Growth ETF
LARGE VALUE VWNFX Vanguard Windsor II Investor
LARGE GROWTH VWUSX Vanguard US Growth Inv
Small Growth VBK Vanguard Small Cap Growth ETF
LARGE BLEND VQNPX Vanguard Growth & Income Inv
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE VALUE VWNDX Vanguard Windsor Investor
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF
SMALL BLEND VB Vanguard Small Cap ETF
LARGE VALUE MGV Vanguard Mega Cap 300 Value Index ETF
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
LARGE BLEND MGC Vanguard Mega Cap 300 Index ETF
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
LARGE BLEND VV Vanguard Large Cap ETF
LARGE BLEND VDIGX Vanguard Dividend Growth Inv
LARGE GROWTH VIGAX Vanguard Growth Index Adm
LARGE BLEND VLCAX Vanguard Large Cap Index Adm
LARGE BLEND VTCLX Vanguard Tax-Managed Capital App Adm
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
SMALL BLEND VTMSX Vanguard Tax-Managed Small Cap Inv
LARGE VALUE VVIAX Vanguard Value Index Adm
LARGE BLEND VFIAX Vanguard 500 Index Admiral
Small Growth VEXPX Vanguard Explorer Inv
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
LARGE BLEND VDEQX Vanguard Diversified Equity Inv
MID-CAP BLEND VIMAX Vanguard Mid Capitalization Index Adm
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral
Mid-Cap Growth VMGMX Vanguard Mid-Cap Growth Index Admiral
LARGE BLEND VOO Vanguard S&P 500 ETF
SMALL BLEND VEVFX Vanguard Explorer Value Investor
MID-CAP BLEND VO Vanguard Mid-Cap ETF
LARGE VALUE VUVLX Vanguard US Value Inv
LARGE BLEND VTGLX Vanguard Tax-Managed Growth & Inc Adm
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv
LARGE GROWTH VGEQX Vanguard Growth Equity Inv
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv
LARGE BLEND VDAIX Vanguard Dividend Appreciation Idx Inv
LARGE BLEND VCVLX Vanguard Capital Value Inv
Total Available Funds: 145
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 1 60 0 0.08% 3.51%
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF 95% 1 60 0 0.12% 4.08%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 34% 1 60 0 0.12% 0.56%
Global Real Estate VGXRX Vanguard Global ex-US Rel Est Idx Inv 0% 1 60 0 0.31% 3.62%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Vanguard Global Equity Inv 100% 1 60 0 0.42% 1.09%
Foreign Large Value VTRIX Vanguard International Value Inv 99% 1 60 0 0.39% 2.76%
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl 98% 2 60 0 0.05% 3.09%
Foreign Large Blend VEA Vanguard Europe Pacific ETF 97% 1 60 0 0.05% 3.11%
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF 97% 1 60 0 0.08% 3.27%
EUROPE STOCK VGK Vanguard European ETF 96% 1 60 0 0.09% 3.12%
WORLD STOCK VT Vanguard Total World Stock Index ETF 95% 1 60 0 0.07% 1.99%
FOREIGN SMALL/MID GROWTH VINEX Vanguard International Explorer Inv 89% 1 60 0 0.41% 4.16%
Foreign Large Blend VWIGX Vanguard International Growth Inv 83% 1 60 0 0.45% 1.84%
EUROPE STOCK VEUSX Vanguard European Stock Index Adm 65% 2 60 0 0.11% 3.2%
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF 43% 1 60 0 0.08% 3.03%
FOREIGN SMALL/MID GROWTH VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 41% 1 60 0 0.07% 4.8%
DIVERSIFIED PACIFIC/ASIA VPADX Vanguard Pacific Stock Index Adm 38% 2 60 0 0.08% 3.2%
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF 29% 1 60 0 0.07% 2.92%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 29% 2 60 0 0.07% 3.3%
Foreign Large Blend VFWAX Vanguard FTSE All-Wld ex-US Idx Admiral 28% 2 60 0 0.08% 3.37%
WORLD STOCK VTWSX Vanguard Total World Stock Index Inv 0% 2 60 0 0.17% 2.2%
Foreign Large Blend VDMAX Vanguard Developed Markets Index Admiral 0% 2 60 0 0.12% 0%
Others
Target Date 2021-2025 VTTVX Vanguard Target Retirement 2025 Inv 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX Vanguard Target Retirement 2045 Inv 97% 1 60 0 0.08% 2.34%
Retirement Income VTINX Vanguard Target Retirement Income Inv 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX Vanguard Target Retirement 2035 Inv 96% 1 60 0 0.08% 2.34%
Conservative Allocation VASIX Vanguard LifeStrategy Income Inv 91% 1 60 0 0.11% 3.18%
Conservative Allocation VWINX Vanguard Wellesley Income Inv 90% 1 60 0 0.16% 3.39%
Moderate Allocation VWELX Vanguard Wellington Inv 90% 1 60 0 0.17% 12.31%
Aggressive Allocation VASGX Vanguard LifeStrategy Growth Inv 89% 1 60 0 0.14% 1.97%
Conservative Allocation VSCGX Vanguard LifeStrategy Cnsrv Gr Inv 89% 1 60 0 0.12% 2.84%
Conservative Allocation VTMFX Vanguard Tax-Managed Balanced 88% 1 60 0 0.09% 1.88%
Moderate Allocation VBIAX Vanguard Balanced Index Adm 84% 1 60 0 0.06% 2.61%
Moderate Allocation VGSTX Vanguard STAR Inv 84% 1 60 0 0.31% 7.45%
Moderate Allocation VSMGX Vanguard LifeStrategy Moderate Gr Inv 83% 1 60 0 0.13% 2.53%
Natural Resources VAW Vanguard Materials ETF 80% 1 60 0 0.1% 1.69%
Target Date 2050+ VFFVX Vanguard Target Retirement 2055 Inv 80% 1 60 0 0.08% 1.85%
Consumer Discretionary VCR Vanguard Consumer Discretionary ETF 80% 1 60 0 0.1% 0.81%
Consumer Staples VDC Vanguard Consumer Staples ETF 80% 1 60 0 0.1% 2.55%
Equity Energy VDE Vanguard Energy ETF 80% 1 60 0 0.1% 2.43%
Financial VFH Vanguard Financials ETF 80% 1 60 0 0.1% 1.51%
Technology VGT Vanguard Information Technology ETF 80% 1 60 0 0.1% 0.6%
Health VHT Vanguard Health Care ETF 80% 1 60 0 0.1% 1.03%
Communications VOX Vanguard Telecom Services ETF 80% 1 60 0 0.1% 0.95%
Utilities VPU Vanguard Utilities ETF 79% 1 60 0 0.1% 3.55%
Target Date 2050+ VFIFX Vanguard Target Retirement 2050 75% 1 60 0 0.08% 2.02%
Target Date 2050+ VTTSX Vanguard Target Retirement 2060 Investor 72% 1 60 0 0.08% 1.77%
Target Date 2036-2040 VFORX Vanguard Target Retirement 2040 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Vanguard Target Retirement 2030 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Vanguard Target Retirement 2020 66% 1 60 0 0.08% 4.48%
Industrials VIS Vanguard Industrials ETF 54% 1 60 0 0.1% 1.28%
Target Date 2011-2015 VTXVX Vanguard Target Retirement 2015 Inv 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX Vanguard Target Retirement 2010 0% 1 60 0 0.17% 0%
Retirement Income VPGFX Vanguard Managed Payout Gr Focus Inv 0% 1 60 0 0.22% 2.21%
Retirement Income VPGDX Vanguard Managed Payout Gr & Dis Inv 0% 1 60 0 0.27% 3.22%
Retirement Income VPDFX Vanguard Managed Payout Dis Focus Inv 0% 1 60 0 0.21% 6.64%
FIXED INCOME
SHORT GOVERNMENT VFISX Vanguard Short-Term Treasury Inv 100% 1 60 0 0.1% 4.13%
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv 99% 1 60 0 0.2% 4.04%
Short-Term Bond VFSTX Vanguard Short-Term Investment-Grade Inv 99% 1 60 0 0.1% 3.28%
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 1 60 0 0.07% 3.22%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.19%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 2.56%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 1 60 0 0.07% 4.24%
Intermediate Government VFIIX Vanguard GNMA Inv 98% 1 60 0 0.11% 3.24%
Muni National Interm VWITX Vanguard Interm-Term Tx-Ex Inv 97% 1 60 0 0.17% 2.7%
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv 97% 1 60 0 0.2% 3.38%
Muni Massachusetts VMATX Vanguard MA Tax-Exempt 97% 1 60 0 0.13% 3.05%
Short-Term Bond VBIRX Vanguard Short-Term Bond Index Adm 97% 1 60 0 0.04% 2.32%
Muni National Interm VWAHX Vanguard High-Yield Tax-Exempt 97% 1 60 0 0.09% 3.51%
Muni California Intermediate VCAIX Vanguard CA Interm-Term Tax-Exempt Inv 97% 1 60 0 0.09% 2.48%
Muni Short VMLTX Vanguard Ltd-Term Tx-Ex 96% 1 60 0 0.09% 2.26%
LONG GOVERNMENT VUSTX Vanguard Long-Term Treasury Inv 96% 1 60 0 0.1% 3.55%
Muni Short VWSTX Vanguard Short-Term Tx-Ex 95% 1 60 0 0.09% 2.35%
Muni Ohio VOHIX Vanguard OH Long-Term Tax-Exempt 95% 1 60 0 0.13% 3.06%
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv 95% 1 60 0 0.1% 3.28%
Muni New Jersey VNJTX Vanguard NJ Long-Term Tax-Exempt Inv 95% 1 60 0 0.09% 3.25%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 94% 1 60 0 0.15% 3.25%
Muni Pennsylvania VPAIX Vanguard PA Long-Term Tax-Exempt Inv 93% 1 60 0 0.09% 3.25%
Intermediate-Term Bond VBILX Vanguard Interm-Term Bond Index Adm 92% 1 60 0 0.07% 3.29%
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF 91% 1 60 0 0.04% 4.62%
Muni California Long VCITX Vanguard CA Long-Term Tax-Exempt Inv 86% 1 60 0 0.09% 2.98%
Muni New York Long VNYTX Vanguard NY Long-Term Tax-Exempt Inv 85% 1 60 0 0.09% 2.83%
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF 84% 1 60 0 0.04% 4.3%
LONG GOVERNMENT EDV Vanguard Extended Dur Trs Idx ETF 83% 1 60 0 0.06% 3.81%
Long-Term Bond VWESX Vanguard Long-Term Investment-Grade Inv 83% 1 60 0 0.22% 4.15%
Muni National Long VWLTX Vanguard Long-Term Tax-Exempt 73% 1 60 0 0.17% 3.09%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 36% 1 60 0 0.04% 3.02%
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF 35% 1 60 0 0.04% 3.69%
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF 35% 1 60 0 0.04% 3.31%
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF 22% 1 60 0 0.04% 3.29%
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF 21% 1 60 0 0.04% 3.15%
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF 17% 1 60 0 0.04% 2.67%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index Inv 0% 1 60 0 0.15% 3.31%
Muni Single State Interm VFLTX Vanguard FL Long-Term Tax-Exempt Inv 0% 1 60 0 0.2% 0.65%
US EQUITY
LARGE VALUE VTV Vanguard Value ETF 100% 1 60 0 0.05% 2.35%
LARGE VALUE VEIPX Vanguard Equity-Income Inv 99% 1 60 0 0.27% 2.74%
LARGE GROWTH VUG Vanguard Growth ETF 99% 1 60 0 0.04% 0.53%
LARGE VALUE VWNFX Vanguard Windsor II Investor 99% 1 60 0 0.26% 1.52%
LARGE GROWTH VWUSX Vanguard US Growth Inv 99% 1 60 0 0.3% 0.25%
Small Growth VBK Vanguard Small Cap Growth ETF 98% 1 60 0 0.07% 0.64%
LARGE BLEND VQNPX Vanguard Growth & Income Inv 98% 1 60 0 0.22% 1.03%
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 1 60 0 0.06% 2.08%
LARGE VALUE VWNDX Vanguard Windsor Investor 97% 1 60 0 0.32% 1.77%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 97% 1 60 0 0.19% 0.68%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.35%
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF 96% 1 60 0 0.06% 0.46%
SMALL BLEND VB Vanguard Small Cap ETF 96% 1 60 0 0.03% 1.51%
LARGE VALUE MGV Vanguard Mega Cap 300 Value Index ETF 94% 1 60 0 0.06% 2.36%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 94% 1 60 0 0.19% 2.22%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 94% 1 60 0 0.08% 3.01%
LARGE BLEND MGC Vanguard Mega Cap 300 Index ETF 93% 1 60 0 0.06% 1.25%
MID-CAP BLEND VXF Vanguard Extended Market Index ETF 93% 1 60 0 0.06% 1.22%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 1 60 0 0.08% 1.8%
LARGE BLEND VV Vanguard Large Cap ETF 93% 1 60 0 0.04% 1.32%
LARGE BLEND VDIGX Vanguard Dividend Growth Inv 90% 1 60 0 0.3% 1.6%
LARGE GROWTH VIGAX Vanguard Growth Index Adm 83% 1 60 0 0.04% 0.53%
LARGE BLEND VLCAX Vanguard Large Cap Index Adm 82% 1 60 0 0.04% 1.31%
LARGE BLEND VTCLX Vanguard Tax-Managed Capital App Adm 81% 1 60 0 0.06% 1.16%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 81% 1 60 0 0.03% 1.34%
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv 80% 1 60 0 0.37% 0.36%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 1 60 0 0.05% 1.54%
SMALL BLEND VTMSX Vanguard Tax-Managed Small Cap Inv 80% 1 60 0 0.06% 1.49%
LARGE VALUE VVIAX Vanguard Value Index Adm 78% 1 60 0 0.05% 2.35%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 1 60 0 0.14% 1.35%
Small Growth VEXPX Vanguard Explorer Inv 76% 1 60 0 0.45% 4.34%
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm 74% 1 60 0 0.06% 1.29%
LARGE BLEND VDEQX Vanguard Diversified Equity Inv 73% 1 60 0 0.35% 10.28%
MID-CAP BLEND VIMAX Vanguard Mid Capitalization Index Adm 72% 1 60 0 0.04% 1.5%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv 65% 1 60 0 0.33% 0%
SMALL BLEND VSTCX Vanguard Strategic Small-Cap Equity 54% 1 60 0 0.26% 0%
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral 30% 1 60 0 0.07% 2.12%
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral 26% 1 60 0 0.07% 2.27%
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral 24% 1 60 0 0.07% 0.62%
Mid-Cap Growth VMGMX Vanguard Mid-Cap Growth Index Admiral 23% 1 60 0 0.07% 0.65%
LARGE BLEND VOO Vanguard S&P 500 ETF 21% 1 60 0 0.03% 1.44%
SMALL BLEND VEVFX Vanguard Explorer Value Investor 18% 1 60 0 0.53% 0%
MID-CAP BLEND VO Vanguard Mid-Cap ETF 6% 1 60 0 0.04% 1.47%
LARGE VALUE VUVLX Vanguard US Value Inv 0% 1 60 0 0.22% 2.51%
LARGE BLEND VTGLX Vanguard Tax-Managed Growth & Inc Adm 0% 1 60 0 0.12% 1.83%
LARGE GROWTH VMRGX Vanguard Morgan Growth Inv 0% 1 60 0 0.42% 0%
LARGE VALUE VHDYX Vanguard High Dividend Yield Index Inv 0% 1 60 0 0.14% 3.05%
LARGE GROWTH VGEQX Vanguard Growth Equity Inv 0% 1 60 0 0.52% 0.34%
LARGE GROWTH VFTSX Vanguard FTSE Social Index Inv 0% 1 60 0 0.18% 1.44%
LARGE BLEND VDAIX Vanguard Dividend Appreciation Idx Inv 0% 1 60 0 0.14% 1.69%
LARGE BLEND VCVLX Vanguard Capital Value Inv 0% 1 60 0 0.29% 2.23%
Average Expense Ratio: 0.13%
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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 2.0% 10.0% -0.2% 5.1% 4.9% 7.2%

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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*
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*     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 161 funds. It covers 5 major asset classes and 61 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.

This plan consists of all Vangaurd ETFs and all Vanguard funds that have no purchase fees and the redemption limits < 3 months: i.e. any fund that has redemption fee for a minimum holding period that exceeds 2 months is excluded.

All ETFs have 1 month minimum holding period.

 



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