Vanguard 62
Investment Model Portfolios
This plan includes all of 62 Vanguard ETFs that are commission free in Vanguard brokerage.
Total Available Funds: 68
| Asset Class |
Ticker
| Description |
| FIXED INCOME |
|
|
| 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 |
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 |
| Intermediate-Term Bond |
VMBS |
Vanguard Mortgage-Backed Sec Idx ETF |
| Intermediate-Term Bond |
BND |
Vanguard Total Bond Market ETF |
| LONG GOVERNMENT |
EDV |
Vanguard Extended Dur Trs 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 |
| Short-Term Bond |
CSJ |
iShares Barclays 1-3 Year Credit Bond |
| SHORT GOVERNMENT |
SHY |
iShares Barclays 1-3 Year Treasury Bond |
| Intermediate Government |
IEI |
iShares Barclays 3-7 Year Treasury Bond |
| Intermediate-Term Bond |
CIU |
iShares Barclays Intermediate Credit Bd |
| Long-Term Bond |
LQD |
iShares iBoxx $ Invest Grade Corp Bond |
| High Yield Bond |
HYG |
iShares iBoxx $ High Yield Corporate Bd |
|
| US EQUITY |
|
|
| LARGE BLEND |
VIG |
Vanguard Dividend Appreciation 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 |
| LARGE BLEND |
VONE |
VONE |
| LARGE GROWTH |
VONG |
VONG |
| LARGE VALUE |
VONV |
VONV |
| LARGE BLEND |
VTHR |
VTHR |
| LARGE BLEND |
VOO |
VOO |
| LARGE GROWTH |
VOOG |
VOOG |
| LARGE VALUE |
VOOV |
VOOV |
| LARGE BLEND |
VTI |
Vanguard Total Stock Market ETF |
| LARGE VALUE |
VTV |
Vanguard Value ETF |
| MID-CAP BLEND |
VXF |
Vanguard Extended Market 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 |
| SMALL BLEND |
VTWO |
VTWO |
| Small Growth |
VTWG |
VTWG |
| SMALL VALUE |
VTWV |
VTWV |
| MID-CAP BLEND |
IVOO |
IVOO |
| Mid-Cap Growth |
IVOG |
IVOG |
| MID-CAP VALUE |
IVOV |
IVOV |
| SMALL BLEND |
VIOO |
VIOO |
| Small Growth |
VIOG |
VIOG |
| SMALL VALUE |
VIOV |
VIOV |
| SMALL BLEND |
VB |
Vanguard Small Cap ETF |
| Small Growth |
VBK |
Vanguard Small Cap Growth ETF |
| SMALL VALUE |
VBR |
Vanguard Small Cap Value ETF |
|
| Others |
|
|
| 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 |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
VNQ |
Vanguard REIT Index ETF |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
VWO |
Vanguard Emerging Markets Stock ETF |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
VEA |
Vanguard Europe Pacific ETF |
| EUROPE STOCK |
VGK |
Vanguard European ETF |
| 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 |
| DIVERSIFIED PACIFIC/ASIA |
VPL |
Vanguard Pacific Stock ETF |
| WORLD STOCK |
VT |
Vanguard Total World Stock Index ETF |
|
The following is a moderate-risk model portfolio constructed from the investment options of Vanguard 62.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
