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Run diagnostics on portfolio risk and return drivers to create custom reports and action plans. Use the Portfolio Analytics Tool now.

Expert Perspective

Shifting tides in how the market is reading the Fed

Across 2025 and 2026, our expense ratio reductions are expected to deliver more than half a billion dollars to your clients.

Explore the Fed outlook

Vanguard Perspective

2026 mid-year Risk Speedometers: What are allocators buying and selling?

Fixed income remains less vulnerable to AI disruption risks, but concerns have helped create a bond pickers market.

Explore risk positioning

Fund search

Offer clients a targeted investment approach

Make the most of today’s healthy yields by guiding clients through fixed income opportunities.

Dig into our lineup of index and active ETFs to create low-cost, diversified portfolios.

Consider our tax-efficient, customized portfolios.

Active and indexed models allow you to focus on clients.

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Portfolio analytics

Analyze and compare portfolios, Vanguard models, and the performance impact of custom variables.

Compare products

Compare up to five funds or search for a product and find similar funds.


Model portfolios

Simplify your process and customize allocation using Vanguard's diversified, low-cost portfolios.

Connect with clients in moments that matter

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Guide clients through critical decisions

Explore Vanguard resources that enhance your practice’s wealth management offer.

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Market Hindsight Tool

Use compelling charts to show your clients the power of sticking to their investment plan.

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Roth conversion calculator (Updated!)

Quickly uncover tax-saving opportunities for your clients.

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Social Security Calculator

Estimate your client’s potential benefit amounts and help them choose an optimal time to claim.