Vanguard model portfolios: Quarterly commentary

It’s one thing to examine the nuts and bolts of your clients’ model portfolios each quarter. But fact sheets don’t tell a complete story of why the data looked the way it did—or what might be in store next. This is where quarterly commentaries for Vanguard model portfolios can be invaluable. They seek to help you understand the whys behind the performance of portfolios.

Vanguard commentaries can help you avoid being caught flat-footed amid shifting market forces. Our experts assemble a clean, brief narrative around key data from the prior quarter. All you do is subscribe—and click when the latest update lands in your inbox.
 

Additional model portfolio resources:

Grow your practice and deepen client relationships with model portfolios

Vanguard model portfolios: Timely resources for clients

See the Vanguard model portfolio lineup

Help keep clients on course with Vanguard model portfolios

Vanguard model portfolios and strategic asset allocation

The four cornerstones of Vanguard model portfolio monitoring and oversight

Notes:

• For more information about Vanguard funds or Vanguard ETFs, visit advisors.vanguard.com or call 800-997-2798 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
• Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.
• All investing is subject to risk, including possible loss of principal.
• Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.
• Vanguard does not, and will not, make any representations about whether a model portfolio is in the best interest of any investor, is not, and will not be, responsible for the determination of whether a model portfolio is in the best interests of any investor, and is not acting as an investment advisor to any investor. It is the investment advisor’s responsibility to determine the appropriateness of the model portfolios, or any of the securities included therein, for any client.
• The Vanguard model portfolios are provided for illustrative and educational purposes only. The Vanguard model portfolios do not constitute research, are not personalized investment advice or an investment recommendation from Vanguard to any client of a third party financial professional and are intended for use only by a third party financial professional, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial professionals are responsible for making their own independent judgment as to how to use the Vanguard model portfolios.