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Vanguard - Strategist Overview

The experience of an industry leader

Vanguard's deep expertise in both portfolio construction and asset allocation is the result of its history of designing products with the long term in mind almost since it began operations in 1975.

The experience of an industry leader

Vanguard's deep expertise in both portfolio construction and asset allocation is the result of its history of designing products with the long term in mind almost since it began operations in 1975.

11+

years' experience as a strategist

$27B+

managed accounts assets under management
Lower return variability

Vanguard ETF strategic model portfolios seek returns in line with those of their respective benchmarks, giving you more control over your exposure to risk.

Broad exposure

Vanguard ETF strategic model portfolios provide a high level of diversification through broad exposure to domestic and international markets.

The power of low costs

We've driven down investment costs and kept them low. The exceptionally low expense ratios of Vanguard ETFs produce powerful advantages for investors.

Low costs mean that investors can keep more of our ETFs' investment returns.

Vanguard Core ETF is Available on MAP Qualified

  • Core ETF 100/0
  • Core ETF 80/20
  • Core ETF 60/40
  • Core ETF 40/60
  • Core ETF 20/80
  • Core ETF 0/100

Vanguard ETF strategic model portfolios are created and maintained by our Investment Strategy Group, which is responsible for overseeing Vanguard’s investment methodology, including portfolio construction and asset allocation modeling.

The group draws from Vanguard’s more than 40 years of indexing experience to ensure that our model portfolios reflect our investment philosophy. We believe that investors maximize their chance of success when they select and stick with asset allocations—or mixes of stock, bond, and money market funds—that reflect their goals, tolerance for risk, and time horizons; diversify broadly within each asset class; and limit the costs of investing.

Vanguard ETF Strategic Model Portfolios Offer:
  • Broad-market stock and investment-grade bond exposure, encompassing more than 19,000 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 transparency and potential tax efficiency
  • Low costs, with weighted average expense ratios ranging from 0.05% to 0.13%, enabling investors to keep more of their returns
Core Series Models:
  • Our most straightforward portfolios include broadly diversified domestic and international equity and fixed income Vanguard ETFs®.
  • In addition, each portfolio features low costs and the potential for few capital gains.

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