Advisor tools

NEW

Vanguard Portfolio Analytics  

  • Create and evaluate client portfolios
  • Compare two portfolios
  • Create and add a custom benchmark

Quick info  

Create and analyze a custom portfolio

Vanguard Portfolio Analytics  

  • Create and evaluate client portfolios
  • Compare two portfolios
  • Create and add a custom benchmark

Quick info  

Compare characteristics

Compare and print as a PDF up to four mutual funds, ETFs, or benchmarks from any fund family based on characteristics such as expenses, returns, risk, and portfolio attributes.

Quick info  

ETF strategic models  

Provide broad asset-class exposure to U.S. and International equities and investment-grade taxable bonds in an asset allocation framework using Vanguard ETFs.

Quick info  

Cost simulation

Determine the true expense of owning an investment product and its impact to your client portfolios based on factors such as expense ratio, trading costs, and bid-ask spreads.

Quick info  

Screen products

Find Vanguard and non-Vanguard products using more than 25 specific performance, risk, cost, and other characteristics.

Quick info  

Find similar Vanguard products

Enter a non-Vanguard ETF or mutual fund, and we'll tell you which Vanguard products have similar characteristics and historical performance.

Quick info  

Holding search tool

Find Vanguard stock and balanced products that contain a certain stock holding. You can search across all Vanguard stock and balanced products or narrow your search to a specific Vanguard product.

Quick info  

Bond ETF strategies  

Model bond portfolios to achieve the desired durations for your clients' fixed income allocations. Use Vanguard bond ETFs to create targeted portfolios using different duration and credit-quality profiles.

Quick info  

Correlate returns  

Correlate the returns of various investments, as well as entire portfolios, using three different tools.

Quick info  

Create custom reports

Create, download, and save custom reports on returns, characteristics, and holdings.

Quick info  

Investor Questionnaire

This interactive tool helps your clients determine their optimal asset allocation by answering 11 simple questions about their personal investment goals.

Quick info  

Morningstar® create a scenario  

Determine the performance of a hypothetical investment or portfolio over a given period of time.

Quick info  

Morningstar® build a portfolio  

Offer portfolio solutions to your clients using low-cost Vanguard ETFs® and mutual funds.

Quick info  

© 1995–2014 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, distributor. Your use of this site signifies that you accept our terms & conditions of use.