Vanguard Funds Admiral Class And ETFs Investment Model Portfolios

This plan consists of all Vangaurd ETFs and all Vanguard admiral class funds that has 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.

Investment options of Vanguard Funds Admiral Class And ETFs

Total Available Funds: 75

Asset Class

Ticker

Description

US EQUITY
LARGE BLEND	VFIAX	Vanguard 500 Index Admiral
MID-CAP BLEND	VEXAX	Vanguard Extended Market Idx Adm
LARGE GROWTH	VIGAX	Vanguard Growth Index Adm
LARGE BLEND	VLCAX	Vanguard Large Cap Index Adm
Mid-Cap Growth	VMGMX	Vanguard Mid-Cap Growth Index Admiral
MID-CAP BLEND	VIMAX	Vanguard Mid Capitalization Index Adm
MID-CAP VALUE	VMVAX	Vanguard Mid-Cap Value Index Admiral
Small Growth	VSGAX	Vanguard Small Cap Growth Index Admiral
SMALL BLEND	VSMAX	Vanguard Small Cap Index Adm
SMALL VALUE	VSIAX	Vanguard Small Cap Value Index Admiral
LARGE BLEND	VTCLX	Vanguard Tax-Managed Capital App Adm
LARGE BLEND	VTGLX	Vanguard Tax-Managed Growth & Inc Adm
SMALL BLEND	VTMSX	Vanguard Tax-Managed Small Cap Inv
LARGE BLEND	VTSAX	Vanguard Total Stock Mkt Idx Adm
LARGE VALUE	VVIAX	Vanguard Value Index Adm
LARGE BLEND	VIG	Vanguard Dividend Appreciation ETF
MID-CAP BLEND	VXF	Vanguard Extended Market Index ETF
LARGE GROWTH	VUG	Vanguard Growth ETF
LARGE VALUE	VYM	Vanguard High Dividend Yield Indx ETF
LARGE BLEND	VV	Vanguard Large Cap ETF
LARGE BLEND	MGC	Vanguard Mega Cap 300 Index ETF
LARGE GROWTH	MGK	Vanguard Mega Cap 300 Gr Index ETF
LARGE VALUE	MGV	Vanguard Mega Cap 300 Value Index ETF
MID-CAP BLEND	VO	Vanguard Mid-Cap ETF
Mid-Cap Growth	VOT	Vanguard Mid-Cap Growth ETF
MID-CAP VALUE	VOE	Vanguard Mid-Cap Value ETF
LARGE BLEND	VOO	Vanguard S&P 500 ETF
SMALL BLEND	VB	Vanguard Small Cap ETF
Small Growth	VBK	Vanguard Small Cap Growth ETF
SMALL VALUE	VBR	Vanguard Small Cap Value ETF
LARGE BLEND	VTI	Vanguard Total Stock Market ETF
LARGE VALUE	VTV	Vanguard Value ETF

Others
Moderate Allocation	VBIAX	Vanguard Balanced Index Adm
Conservative Allocation	VTMFX	Vanguard Tax-Managed Balanced
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
Health	VHT	Vanguard Health Care ETF
Industrials	VIS	Vanguard Industrials ETF
Technology	VGT	Vanguard Information Technology ETF
Natural Resources	VAW	Vanguard Materials ETF
Communications	VOX	Vanguard Telecom Services ETF
Utilities	VPU	Vanguard Utilities ETF

INTERNATIONAL EQUITY
Foreign Large Blend	VDMAX	Vanguard Developed Markets Index Admiral
EUROPE STOCK	VEUSX	Vanguard European Stock Index Adm
Foreign Large Blend	VFWAX	Vanguard FTSE All-Wld ex-US Idx Admiral
DIVERSIFIED PACIFIC/ASIA	VPADX	Vanguard Pacific Stock Index Adm
Foreign Large Blend	VTMGX	Vanguard Tax-Managed Intl
Foreign Large Blend	VTIAX	Vanguard Total Intl Stock Index Admiral
Foreign Large Blend	VEU	Vanguard FTSE All-World ex-US ETF
FOREIGN SMALL/MID GROWTH	VSS	Vanguard FTSE All-Wld ex-US SmCp Idx ETF
Foreign Large Blend	VEA	Vanguard Europe Pacific ETF
EUROPE STOCK	VGK	Vanguard European ETF
DIVERSIFIED PACIFIC/ASIA	VPL	Vanguard Pacific Stock ETF
Foreign Large Blend	VXUS	Vanguard Total Intl Stock Idx ETF
WORLD STOCK	VT	Vanguard Total World Stock Index ETF

FIXED INCOME
Intermediate-Term Bond	VBILX	Vanguard Interm-Term Bond Index Adm
Short-Term Bond	VBIRX	Vanguard Short-Term Bond Index Adm
Intermediate-Term Bond	VBTLX	Vanguard Total Bond Market Index Adm
LONG GOVERNMENT	EDV	Vanguard Extended Dur Trs Idx ETF
Intermediate-Term Bond	BIV	Vanguard Intermediate-Term Bond ETF
Intermediate-Term Bond	VCIT	Vanguard Interm-Tm Corp Bd Idx ETF
Intermediate Government	VGIT	Vanguard Interm-Tm Govt Bd Idx ETF
Long-Term Bond	BLV	Vanguard Long-Term Bond Index ETF
Long-Term Bond	VCLT	Vanguard Long-Term Corp Bond Idx ETF
LONG GOVERNMENT	VGLT	Vanguard Long-Term Govt Bd Idx ETF
Intermediate-Term Bond	VMBS	Vanguard Mortgage-Backed Sec Idx ETF
Short-Term Bond	BSV	Vanguard Short-Term Bond ETF
Short-Term Bond	VCSH	Vanguard Short-Term Corp Bd Idx ETF
SHORT GOVERNMENT	VGSH	Vanguard Short-Term Govt Bd Idx ETF
Intermediate-Term Bond	BND	Vanguard Total Bond Market ETF

REAL ESTATE
Global Real Estate	VNQI	Vanguard Global ex-US Real Estate ETF
REAL ESTATE	VNQ	Vanguard REIT ETF

Emerging Market
DIVERSIFIED EMERGING MKTS	VWO	Vanguard Emerging Markets Stock ETF

Investment model portfolios

We provide two types of investment model portfolios for Vanguard Funds Admiral Class And ETFs 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
Vanguard Funds Admiral Class And ETFs Strategic Asset Allocation – Optimal Moderate	NA	22.45%	2.34%	5.54%	4.89%	6.12%	5.84%	…	…
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 (%)	Vanguard Fund… Moderate	-1.21	22.45	2.34	5.54	4.89	6.12	5.84	…	…	NA	0.07	8.74	11.20	-12.79	5.97	11.92	18.66	-7.53	11.32	7.69	-3.17	4.93	9.11	13.13	-1.53	13.24	24.19	-24.50	9.24	12.84	8.74	12.85	22.17	-9.63	-1.27	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	Vanguard Fund… Moderate	NA	0.40	-0.17	0.16	0.30	NA	NA	…	…	NA	0.00	0.28	0.82	-1.06	0.70	0.57	2.65	-0.96	2.37	0.90	-0.37	0.76	1.22	1.79	-0.11	1.11	1.18	-1.01	0.57	1.39	1.01	1.48	2.42	-0.84	-0.30	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	2.27	1.35	0.68	0.77	NA	NA	…	…	2.01	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	2.12	1.29	0.44	0.65	NA	NA	…	…	1.74	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(%)	Vanguard Fund… Moderate	NA	7.62	10.13	12.65	10.45	NA	NA	…	…	NA	6.81	7.69	8.45	13.32	8.52	20.47	6.50	9.23	4.51	8.34	8.72	6.47	7.47	7.32	14.40	11.85	20.46	25.05	10.92	6.88	6.49	8.02	8.89	12.72	11.74	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	11.89	14.81	16.89	18.11	NA	NA	…	…	13.52	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	8.19	8.90	10.01	10.31	NA	NA	…	…	10.15	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(%)	Vanguard Fund… Moderate	NA	4.20	20.51	24.03	24.03	NA	NA	…	…	NA	0.58	4.20	7.22	21.05	5.11	24.03	3.10	14.24	2.12	6.25	9.62	5.13	8.55	5.41	13.50	9.20	18.26	35.98	6.43	7.00	4.18	7.54	7.69	19.77	16.51	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(%)	Vanguard Fund… Moderate	NA	3.45	2.78	2.75	2.49	NA	NA	…	…	NA	NA	0.88	3.25	2.46	1.96	2.06	3.48	1.67	0.70	3.82	2.38	2.67	2.76	3.82	2.38	2.96	2.68	2.99	3.43	3.30	2.96	2.62	2.53	0.81	1.38	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
Vanguard Funds Admiral Class And ETFs Tactical Asset Allocation Moderate	NA	18.40%	1.62%	4.03%	3.27%	5.27%	6.23%	…	…
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 (%)	Vanguard Fund… Moderate	-1.49	18.40	1.62	4.03	3.27	5.27	6.23	…	…	NA	0.71	5.68	11.78	-13.82	10.28	5.27	8.00	-5.04	11.73	5.30	-5.86	3.54	10.56	13.96	3.17	12.28	3.05	-0.88	17.84	15.14	10.92	11.13	17.38	1.83	3.36	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	Vanguard Fund… Moderate	NA	0.10	-0.26	0.08	0.15	NA	NA	…	…	NA	0.05	-0.09	0.92	-1.62	0.98	0.38	1.28	-0.81	1.94	0.76	-0.90	0.53	1.40	2.40	0.28	0.86	0.18	-0.15	1.00	0.96	1.07	1.22	2.34	0.14	0.33	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	2.27	1.35	0.68	0.77	NA	NA	…	…	2.01	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	2.12	1.29	0.44	0.65	NA	NA	…	…	1.74	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(%)	Vanguard Fund… Moderate	NA	10.13	9.31	10.50	8.71	NA	NA	…	…	NA	13.37	10.15	8.22	9.38	10.48	13.43	5.17	7.80	5.73	6.69	6.52	6.64	7.52	5.78	11.42	14.10	16.62	11.75	14.85	12.35	8.21	8.36	7.12	5.03	3.17	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	11.89	14.81	16.89	18.11	NA	NA	…	…	13.52	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	8.19	8.90	10.01	10.31	NA	NA	…	…	10.15	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(%)	Vanguard Fund… Moderate	NA	7.79	14.58	19.83	19.83	NA	NA	…	…	NA	1.20	7.79	7.17	14.47	6.02	19.83	2.71	11.60	2.20	4.73	9.74	6.52	8.23	3.57	10.53	9.15	14.90	12.07	9.58	14.79	5.56	8.51	4.24	3.47	2.55	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	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(%)	Vanguard Fund… Moderate	NA	3.17	2.59	2.61	2.47	NA	NA	…	…	NA	NA	0.79	2.96	2.45	2.02	2.07	2.99	1.84	1.08	3.50	1.68	3.76	1.68	4.58	2.61	3.53	3.28	3.20	2.71	2.58	2.97	3.30	1.89	0.07	2.31	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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