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MyPlanIQ Major Brokerage Investor Vanguard Funds Admiral Class And ETFs

Vanguard Funds Admiral Class And ETFs

Investment Menu Rating:

Investment Options
Total Available Funds: 75
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
Others
Health VHT Vanguard Health Care ETF
Conservative Allocation VTMFX Vanguard Tax-Managed Balanced
Natural Resources VAW Vanguard Materials ETF
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
Small Growth VBK Vanguard Small Cap Growth ETF
Total Available Funds: 75
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
Others
Health VHT Vanguard Health Care ETF
Conservative Allocation VTMFX Vanguard Tax-Managed Balanced
Natural Resources VAW Vanguard Materials ETF
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
Technology VGT Vanguard Information Technology ETF
Communications VOX Vanguard Telecom Services ETF
Utilities VPU Vanguard Utilities ETF
Industrials VIS Vanguard Industrials ETF
Moderate Allocation VBIAX Vanguard Balanced Index Adm
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
EUROPE STOCK VGK Vanguard European ETF
WORLD STOCK VT Vanguard Total World Stock Index ETF
EUROPE STOCK VEUSX Vanguard European Stock Index Adm
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF
FOREIGN SMALL/MID GROWTH VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF
DIVERSIFIED PACIFIC/ASIA VPADX Vanguard Pacific Stock Index Adm
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral
Foreign Large Blend VFWAX Vanguard FTSE All-Wld ex-US Idx Admiral
Foreign Large Blend VDMAX Vanguard Developed Markets Index Admiral
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
Small Growth VBK Vanguard Small Cap Growth ETF
SMALL VALUE VBR Vanguard Small Cap Value ETF
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF
SMALL BLEND VB Vanguard Small Cap ETF
LARGE VALUE MGV Vanguard Mega Cap 300 Value Index ETF
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
LARGE BLEND MGC Vanguard Mega Cap 300 Index ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
LARGE BLEND VV Vanguard Large Cap ETF
LARGE GROWTH VIGAX Vanguard Growth Index Adm
LARGE BLEND VLCAX Vanguard Large Cap Index Adm
LARGE BLEND VTCLX Vanguard Tax-Managed Capital App Adm
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
SMALL BLEND VTMSX Vanguard Tax-Managed Small Cap Inv
LARGE VALUE VVIAX Vanguard Value Index Adm
LARGE BLEND VFIAX Vanguard 500 Index Admiral
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm
MID-CAP BLEND VIMAX Vanguard Mid Capitalization Index Adm
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral
Mid-Cap Growth VMGMX Vanguard Mid-Cap Growth Index Admiral
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral
LARGE BLEND VOO Vanguard S&P 500 ETF
MID-CAP BLEND VO Vanguard Mid-Cap ETF
LARGE BLEND VTGLX Vanguard Tax-Managed Growth & Inc Adm
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Short-Term Bond VBIRX Vanguard Short-Term Bond Index Adm
Intermediate-Term Bond VBILX Vanguard Interm-Term Bond Index Adm
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF
LONG GOVERNMENT EDV Vanguard Extended Dur Trs Idx ETF
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Total Available Funds: 75
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 1 60 0 0.08% 3.57%
Others
Health VHT Vanguard Health Care ETF 92% 1 60 0 0.1% 1.91%
Conservative Allocation VTMFX Vanguard Tax-Managed Balanced 88% 1 60 0 0.09% 1.74%
Natural Resources VAW Vanguard Materials ETF 81% 1 60 0 0.1% 1.64%
Consumer Discretionary VCR Vanguard Consumer Discretionary ETF 81% 1 60 0 0.1% 0.82%
Consumer Staples VDC Vanguard Consumer Staples ETF 81% 1 60 0 0.1% 2.19%
Equity Energy VDE Vanguard Energy ETF 80% 1 60 0 0.1% 3.42%
Financial VFH Vanguard Financials ETF 80% 1 60 0 0.1% 1.59%
Technology VGT Vanguard Information Technology ETF 80% 1 60 0 0.1% 0.49%
Communications VOX Vanguard Telecom Services ETF 80% 1 60 0 0.1% 1.18%
Utilities VPU Vanguard Utilities ETF 80% 1 60 0 0.1% 2.92%
Industrials VIS Vanguard Industrials ETF 54% 1 60 0 0.1% 1.12%
Moderate Allocation VBIAX Vanguard Balanced Index Adm 0% 1 60 0 0.06% 5.89%
INTERNATIONAL EQUITY
Foreign Large Blend VTMGX Vanguard Tax-Managed Intl 98% 2 60 0 0.05% 3.32%
Foreign Large Blend VEA Vanguard Europe Pacific ETF 97% 1 60 0 0.05% 3.35%
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF 97% 1 60 0 0.08% 3.32%
EUROPE STOCK VGK Vanguard European ETF 95% 1 60 0 0.09% 3.2%
WORLD STOCK VT Vanguard Total World Stock Index ETF 95% 1 60 0 0.07% 2.02%
EUROPE STOCK VEUSX Vanguard European Stock Index Adm 66% 2 60 0 0.11% 3.18%
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF 43% 1 60 0 0.08% 4.03%
FOREIGN SMALL/MID GROWTH VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 41% 1 60 0 0.07% 3.74%
DIVERSIFIED PACIFIC/ASIA VPADX Vanguard Pacific Stock Index Adm 38% 2 60 0 0.08% 4.02%
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF 29% 1 60 0 0.07% 3.37%
Foreign Large Blend VTIAX Vanguard Total Intl Stock Index Admiral 28% 2 60 0 0.07% 3.34%
Foreign Large Blend VFWAX Vanguard FTSE All-Wld ex-US Idx Admiral 27% 2 60 0 0.08% 3.28%
Foreign Large Blend VDMAX Vanguard Developed Markets Index Admiral 0% 2 60 0 0.12% 3.01%
US EQUITY
LARGE VALUE VTV Vanguard Value ETF 100% 1 60 0 0.05% 2.32%
LARGE GROWTH VUG Vanguard Growth ETF 99% 1 60 0 0.04% 0.48%
Small Growth VBK Vanguard Small Cap Growth ETF 98% 1 60 0 0.07% 0.59%
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 1 60 0 0.06% 2.18%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 97% 1 60 0 0.19% 0.68%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.29%
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF 96% 1 60 0 0.06% 0.41%
SMALL BLEND VB Vanguard Small Cap ETF 96% 1 60 0 0.03% 1.52%
LARGE VALUE MGV Vanguard Mega Cap 300 Value Index ETF 94% 1 60 0 0.06% 2.36%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 94% 1 60 0 0.19% 2.27%
MID-CAP BLEND VXF Vanguard Extended Market Index ETF 94% 1 60 0 0.06% 1.3%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 94% 1 60 0 0.08% 2.71%
LARGE BLEND MGC Vanguard Mega Cap 300 Index ETF 93% 1 60 0 0.06% 1.12%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 1 60 0 0.08% 1.73%
LARGE BLEND VV Vanguard Large Cap ETF 92% 1 60 0 0.04% 1.24%
LARGE GROWTH VIGAX Vanguard Growth Index Adm 84% 1 60 0 0.04% 0.35%
LARGE BLEND VLCAX Vanguard Large Cap Index Adm 82% 1 60 0 0.04% 1.22%
LARGE BLEND VTCLX Vanguard Tax-Managed Capital App Adm 80% 1 60 0 0.06% 1.08%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 80% 1 60 0 0.03% 1.28%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 1 60 0 0.05% 1.52%
SMALL BLEND VTMSX Vanguard Tax-Managed Small Cap Inv 79% 1 60 0 0.06% 1.51%
LARGE VALUE VVIAX Vanguard Value Index Adm 78% 1 60 0 0.05% 2.31%
LARGE BLEND VFIAX Vanguard 500 Index Admiral 78% 1 60 0 0.14% 1.3%
MID-CAP BLEND VEXAX Vanguard Extended Market Idx Adm 75% 1 60 0 0.06% 1.3%
MID-CAP BLEND VIMAX Vanguard Mid Capitalization Index Adm 73% 1 60 0 0.04% 1.58%
SMALL VALUE VSIAX Vanguard Small Cap Value Index Admiral 30% 1 60 0 0.07% 2.18%
MID-CAP VALUE VMVAX Vanguard Mid-Cap Value Index Admiral 26% 1 60 0 0.07% 2.27%
Mid-Cap Growth VMGMX Vanguard Mid-Cap Growth Index Admiral 24% 1 60 0 0.07% 0.68%
Small Growth VSGAX Vanguard Small Cap Growth Index Admiral 23% 1 60 0 0.07% 0.58%
LARGE BLEND VOO Vanguard S&P 500 ETF 21% 1 60 0 0.03% 1.31%
MID-CAP BLEND VO Vanguard Mid-Cap ETF 6% 1 60 0 0.04% 1.59%
LARGE BLEND VTGLX Vanguard Tax-Managed Growth & Inc Adm 0% 1 60 0 0.12% 2.09%
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF 95% 1 60 0 0.12% 3.9%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 34% 1 60 0 0.12% 4.84%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 1 60 0 0.07% 4.23%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.99%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 3.98%
Short-Term Bond VBIRX Vanguard Short-Term Bond Index Adm 97% 1 60 0 0.04% 3.64%
Intermediate-Term Bond VBILX Vanguard Interm-Term Bond Index Adm 92% 1 60 0 0.07% 3.86%
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF 91% 1 60 0 0.04% 5.61%
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF 84% 1 60 0 0.04% 4.82%
LONG GOVERNMENT EDV Vanguard Extended Dur Trs Idx ETF 83% 1 60 0 0.06% 4.86%
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF 36% 1 60 0 0.04% 4.86%
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF 36% 1 60 0 0.04% 4.28%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 35% 1 60 0 0.04% 4.45%
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF 22% 1 60 0 0.04% 4.57%
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF 21% 1 60 0 0.04% 3.85%
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF 17% 1 60 0 0.04% 3.85%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 0% 1 60 0 0.15% 4%
Average Expense Ratio: 0.07%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 9.6% 2.3% 4.5% 4.7% 5.6%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.7% 7.6% 1.6% 3.4% 2.9% 4.8%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 75 funds. It covers 5 major asset classes and 35 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.

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.

 



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