Foundational investments
Vanguard model portfolios are built to give you the ability to choose a portfolio that matches the risk profile of your client. Choose among portfolios weighted more on bonds, heavier on equities, or somewhere in between—whatever best aligns to the needs of each client you're advising.
Why choose Vanguard for model portfolios?
A trusted name and nearly 50 years of experience in portfolio construction and active indexing. Diversified and rigorously overseen to put investors first.
Long-term focus
Our model portfolios are built for the long-term and aims to reduce volatility through broad diversification. This can help clients stay committed to the investing plan you’ve created together.
Low cost
Our portfolio fees are a weighted average of the underlying fund expense ratios, which are among the lowest in the industry.Âą
Coaching and clarity
Spend more time with clients focusing on your value-added advice.
1Sources: Vanguard and Morningstar, Inc., as of December 31, 2022. All averages are asset-weighted. Industry average excludes Vanguard.
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Login hereOur Suite of model portfolios
- Broad-market equity and investment-grade1 fixed income exposure, encompassing more than 27,000 global stocks and bonds.
- Diversified index investments that can help alleviate active manager risk in portfolios.
- ETFs for potential tax efficiency, transparency, and low costs.
- Remarkably low costs, enabling investors to keep more of their returns.
- Vanguard’s 45+ years of experience in portfolio construction and indexing.
- Broad-market equity and investment-grade1 fixed income exposure, encompassing more than 27,000 global stocks and bonds.
- Diversified index investments that can help alleviate active manager risk in portfolios through lower return variability and low turnover.
- ETFs for potential tax efficiency, transparency, and low costs.
- Remarkably low costs, enabling investors to keep more of their returns.
- Vanguard’s 45+ years of experience in portfolio construction and indexing.
- Active management provides the potential to outperform through exposure to our highest conviction active managers.
- Index-based allocation to help manage overall portfolio risk and variability of returns.
- Vanguard’s 45+ years of experience in portfolio construction across active and index investments.
- Broad diversification, with equity and fixed income exposure to more than 27,000 global stocks and bonds.
- Remarkably low costs for both active and passive allocations, enabling investors to keep more of their returns.
Model portfolios resources
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Supporting your client conversations
Explore our other investment capabilities
Index ETFs
Factor ETFs
Asset Allocation ETFs
Model portfolios
Vanguard’s Model Portfolios are provided to investment advisors by Vanguard to illustrate generally the ways in which the underlying Vanguard funds can be used to comprise an investment portfolio for different investment objectives, risk profiles and time horizons.
These model portfolios are not provided as a recommendation or solicitation to buy or sell any security, including any security of a Vanguard fund. The information provided is not investment advice and is not tailored to the needs or circumstances of any particular investors. Vanguard’s Model Portfolios may change from time to time without notice. Vanguard shall not have any liability, contingent or otherwise, to any person for the quality, currency or completeness of the sample portfolio strategies.
Investment advisors should work with their clients to ensure that they select appropriate investments, and appropriate investment allocations, for their clients’ individual circumstances.
should work with their clients to ensure that they select appropriate investments, and appropriate investment allocations, for their clients’ individual circumstances.
The asset-weighted management expense ratio is calculated using the management expense ratio (MER) of each fund as of March 31, 2023, multiplied by the weight of each fund in the model portfolio. The MERs used include waivers and absorptions. Without waivers and absorptions, the asset-weighted MERs would have been higher. Vanguard Investments Canada Inc. expects to continue absorbing or waiving certain fees indefinitely but may, in its discretion, discontinue this practice at any time.
Information regarding U.S. investment funds is solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any U.S. security, including those securities that are managed by an affiliate of Vanguard Investments Canada Inc. Vanguard U.S. mutual funds and U.S. ETF shares are issued by U.S.-domiciled investment companies. Vanguard U.S. ETF shares are listed on the NYSE Arca.
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