VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Vanguard Investment Model Portfolios

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Investment options of VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Vanguard

Total Available Funds: 72

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	VFINX	Vanguard 500 Index Fund Inv
LARGE GROWTH	VHCOX	Vanguard Capital Opportunity Inv
LARGE BLEND	VCVLX	Vanguard Capital Value
LARGE BLEND	VDIGX	Vanguard Dividend Growth
LARGE VALUE	VEIPX	Vanguard Equity Income Inv
Small Growth	VEXPX	Vanguard Explorer Investor
MID-CAP BLEND	VXF	Vanguard Extended Market Index Investor
LARGE GROWTH	VFTNX	Vanguard FTSE Social Index Investor
LARGE GROWTH	VGEQX	Vanguard Growth Equity
LARGE BLEND	VFINX	Vanguard Growth Index Investor
LARGE BLEND	ENDIX	Vanguard Growth And Income Investor
Mid-Cap Growth	VMGIX	Vanguard Mid-Cap Growth
MID-CAP BLEND	VMCIX	Vanguard Mid-Cap Index Investor
LARGE GROWTH	VMRAX	Vanguard Morgan Growth Investor
LARGE GROWTH	VPMCX	Vanguard Primecap Investor
MID-CAP VALUE	VASVX	Vanguard Selected Value
Small Growth	VSGIX	Vanguard Small-Cap Growth Index
SMALL BLEND	NAESX	Vanguard Small-Cap Index Investor
SMALL VALUE	VISVX	Vanguard Small-Cap Value Index
MID-CAP BLEND	VSEQX	Vanguard Strategic Equity
LARGE BLEND	VTSMX	Vanguard Total Stock Market Index Investor
LARGE GROWTH	VWUSX	Vanguard U.S. Growth Investor
LARGE VALUE	VUVLX	Vanguard U.S. Value
LARGE VALUE	VIVAX	Vanguard Value Index Investor
LARGE VALUE	VWNDX	Vanguard Windsor Investor
LARGE VALUE	VWNFX	Vanguard Windsor II Investor

Others
Moderate Allocation	VAAPX	Vanguard Asset Allocation Inv
Moderate Allocation	VBINX	Vanguard Balanced Index Inv
Convertibles	VCVSX	Vanguard Convertible Securities
Health	VGHCX	Vanguard Health Care Investor
Conservative Allocation	VSCGX	Vanguard Lifestrategy Conservative Growth
Aggressive Allocation	VASGX	Vanguard Lifestrategy Growth
Conservative Allocation	VASIX	Vanguard Lifestrategy Income
Moderate Allocation	VSMGX	Vanguard Lifestrategy Moderate Growth
Moderate Allocation	VGSTX	Vanguard Star
Target Date 2000-2010	VTOVX	Vanguard Target Retirement 2005
Target Date 2000-2010	VTENX	Vanguard Target Retirement 2010
Target Date 2011-2015	VTXVX	Vanguard Target Retirement 2015
Target Date 2016-2020	VTWNX	Vanguard Target Retirement 2020
Target Date 2021-2025	VTTVX	Vanguard Target Retirement 2025
Target Date 2026-2030	VTHRX	Vanguard Target Retirement 2030
Target Date 2031-2035	VTTHX	Vanguard Target Retirement 2035
Target Date 2036-2040	VFORX	Vanguard Target Retirement 2040
Target Date 2041-2045	VTIVX	Vanguard Target Retirement 2045
Target Date 2050+	VFIFX	Vanguard Target Retirement 2050
Retirement Income	VTINX	Vanguard Target Retirement Income
Conservative Allocation	VWINX	Vanguard Wellesley Income Investor
Moderate Allocation	VWENX	Vanguard Wellington Investor

INTERNATIONAL EQUITY
Foreign Large Blend	VDMIX	Vanguard Developed Markets Index
EUROPE STOCK	VEURX	Vanguard European Stock Index Inv
WORLD STOCK	VHGEX	Vanguard Global Equity
FOREIGN SMALL/MID GROWTH	VINEX	Vanguard International Explorer
Foreign Large Blend	VWILX	Vanguard International Growth Investor Shares
Foreign Large Value	VTRIX	Vanguard International Value
DIVERSIFIED PACIFIC/ASIA	VPACX	Vanguard Pacific Stock Index Investor
Foreign Large Blend	VGTSX	Vanguard Total International Stock Index

Emerging Market
DIVERSIFIED EMERGING MKTS	VEIEX	Vanguard Emerging Markets Stock Index Inv

FIXED INCOME
Intermediate Government	VFIIX	Vanguard GNMA Investor
High Yield Bond	VWEHX	Vanguard High-Yield Corporate Investor
Inflation-Protected Bond	DIPSX	Vanguard Inflation-Protected SECurities Investor
Intermediate-Term Bond	VBIIX	Vanguard Intermediate-Term Bond Index Investor
Intermediate-Term Bond	VFICX	Vanguard Intermediate-Term Investment Grade Investor
Intermediate Government	VFITX	Vanguard Intermediate-Term Treasury Investor
Long-Term Bond	VBLTX	Vanguard Long-Term Bond Index
Long-Term Bond	VWESX	Vanguard Long-Term Investment Grade Inv
LONG GOVERNMENT	VUSTX	Vanguard Long-Term Treasury Investor
Short-Term Bond	VBISX	Vanguard Short-Term Bond Index Investor
SHORT GOVERNMENT	VSGBX	Vanguard Short-Term Federal Investor
Short-Term Bond	VFSTX	Vanguard Short-Term Investment-Grade Investor
SHORT GOVERNMENT	VFISX	Vanguard Short-Term Treasury Investor
Intermediate-Term Bond	VBMFX	Vanguard Total Bond Market Index Investor

REAL ESTATE
REAL ESTATE	VGSIX	Vanguard Reit Index Investor

Investment model portfolios

We provide two types of investment model portfolios for VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Vanguard participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Vanguard Strategic Asset Allocation – Optimal Moderate	NA	20.41%	0.97%	6.58%	5.81%	6.77%	6.65%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	VANDERBILT UN… Moderate	-1.13	20.41	0.97	6.58	5.81	6.77	6.65	…	…	NA	-0.03	6.63	10.57	-14.81	7.42	20.37	21.60	-5.96	10.73	5.12	-0.51	6.90	8.49	9.86	-1.22	14.20	29.77	-24.24	7.74	13.99	11.22	15.75	24.79	-1.48	4.10	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	VANDERBILT UN… Moderate	NA	0.12	-0.34	0.23	0.38	NA	NA	…	…	NA	-0.01	0.00	0.75	-1.19	0.80	1.09	3.08	-0.80	2.06	0.61	-0.07	1.13	1.13	1.38	-0.10	1.19	1.48	-1.08	0.46	1.39	1.53	2.23	3.44	-0.29	0.22	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	VANDERBILT UN… Moderate	NA	7.83	10.28	12.19	10.11	NA	NA	…	…	NA	7.63	7.90	8.42	13.56	9.24	18.39	6.55	9.07	4.89	8.03	8.25	6.08	7.51	7.12	12.82	11.82	20.05	23.33	10.28	7.69	5.91	6.65	7.01	8.90	8.11	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	VANDERBILT UN… Moderate	NA	5.15	21.10	22.34	22.34	NA	NA	…	…	NA	0.71	5.04	7.87	21.54	7.22	22.34	2.63	12.48	3.15	6.65	9.29	5.27	7.95	6.64	13.08	8.89	17.76	36.49	7.21	9.16	4.27	7.56	5.89	15.34	9.72	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	VANDERBILT UN… Moderate	NA	3.46	4.42	3.99	3.54	NA	NA	…	…	NA	NA	0.90	2.94	5.64	3.27	2.92	5.25	3.32	0.35	3.50	4.13	3.29	1.28	3.15	3.22	2.26	2.51	2.80	5.16	5.42	4.78	3.31	2.89	3.91	4.45	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.18	1.60	1.52	2.78	3.91	3.46	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.51	6.00	4.34	4.54	4.38	4.18	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
VANDERBILT UNIVERSITY RETIREMENT PLAN AND NEW FACULTY PLAN Vanguard Tactical Asset Allocation Moderate	NA	27.29%	1.25%	4.27%	3.73%	5.28%	7.32%	…	…
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	NA	37.82%	8.86%	15.20%	12.89%	14.04%	10.46%	…	…
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	NA	22.89%	2.25%	6.63%	6.01%	7.19%	6.10%	…	…

	Ticker/Portfolio	Last 1 Week	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Common	Inception	YTD	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	VANDERBILT UN… Moderate	-1.30	27.29	1.25	4.27	3.73	5.28	7.32	…	…	NA	-0.53	7.50	14.05	-18.68	10.77	8.25	12.76	-4.86	12.44	2.63	-5.59	3.49	11.04	6.49	2.74	15.31	17.55	0.36	18.50	17.32	13.41	11.03	25.63	11.37	6.22	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	-1.79	37.82	8.86	15.20	12.89	14.04	10.46	…	…	NA	17.72	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
	VSMGX (VANGUA…R SHARES)	-1.02	22.89	2.25	6.63	6.01	7.19	6.10	…	…	NA	16.26	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	VANDERBILT UN… Moderate	NA	0.19	-0.28	0.08	0.17	NA	NA	…	…	NA	-0.07	0.09	0.85	-1.23	1.06	0.90	2.18	-0.81	2.40	0.43	-0.84	0.49	1.51	1.39	0.24	1.16	1.54	-0.07	1.22	1.47	1.43	1.12	3.61	1.47	0.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	1.89	1.22	0.63	0.75	NA	NA	…	…	1.30	0.80	1.67	1.73	-0.82	2.17	0.53	2.39	-0.35	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.14	1.22	0.24	0.88	1.63	-0.90	-0.68	-0.60	0.97	1.23	1.61	1.62	4.31	-0.19	0.90	0.57	1.91	-0.55	1.71	0.59	-0.01	0.30	1.47	-0.26	0.79	0.63	-1.30	1.17	-3.84
	VSMGX (VANGUA…R SHARES)	NA	1.70	1.15	0.38	0.62	NA	NA	…	…	1.08	1.36	0.87	1.45	-1.22	1.32	0.70	2.77	-0.87	3.75	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.39	1.34	0.49	1.49	2.09	-0.75	-0.59	-0.24	1.06	1.56	1.56	0.91	4.18	4.60	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	VANDERBILT UN… Moderate	NA	9.55	12.82	11.64	9.29	NA	NA	…	…	NA	8.65	9.67	11.52	16.37	10.10	8.93	5.22	7.65	4.93	5.58	6.71	7.08	7.31	4.64	11.37	13.14	11.32	8.09	12.72	9.54	7.86	8.99	6.90	6.98	6.55	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	12.22	14.87	16.92	18.13	NA	NA	…	…	13.93	18.66	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
	VSMGX (VANGUA…R SHARES)	NA	8.47	8.97	10.05	10.33	NA	NA	…	…	10.48	9.89	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	VANDERBILT UN… Moderate	NA	6.01	22.36	24.10	24.10	NA	NA	…	…	NA	1.00	5.86	11.89	24.10	7.05	10.38	3.10	11.36	2.28	5.94	10.39	5.96	7.50	2.60	10.25	8.68	6.70	9.01	9.71	11.53	5.85	13.31	4.58	5.98	6.16	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	NA	8.92	18.76	24.59	33.83	NA	NA	…	…	8.92	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
	VSMGX (VANGUA…R SHARES)	NA	6.64	9.62	22.29	22.43	NA	NA	…	…	6.64	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	VANDERBILT UN… Moderate	NA	3.80	2.92	3.22	3.17	NA	NA	…	…	NA	NA	1.18	3.32	2.28	2.05	3.66	4.09	2.53	0.35	4.83	3.98	3.84	4.19	2.62	1.17	3.84	4.29	4.10	4.74	3.56	3.42	3.56	5.88	5.12	6.34	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
	VFINX (VANGUA…R SHARES)	0.00	1.18	1.60	1.52	2.78	3.91	3.46	…	…	0.27	1.20	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
	VSMGX (VANGUA…R SHARES)	0.00	5.51	6.00	4.34	4.54	4.38	4.18	…	…	0.00	5.80	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Data as of 10/31/2024, Common starting date is 12/31/2000

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