Model portfolios

Vanguard custom model portfolios

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Overview

Customized models, experienced leadership

Models tailored for the needs of your clients

Vanguard's custom model portfolios empower you to deliver bespoke investing solutions that align with your clients' unique needs. You can pair your personal business perspective with Vanguard's trusted investment leadership and portfolio expertise to drive powerful client outcomes. Vanguard has been managing money expertly for more than 50 years. We've grown our AUM to over $12 trillion and our model portfolio AUM to over $44.5 billion.1 Our in-depth experience with multiasset and fixed income portfolios began with our first model in 2010 and we have over 11 different model portfolio offerings with more to come.2 We're committed to providing you with the tools and resources you need to help your clients stay up to date on model performance, investing trends, and much more. Plus, we'll provide you with co-branded educational materials so you can deliver quality information to your clients.

Value proposition

Your models—designed to scale

Custom model portfolios empower you to deliver tailored investment solutions that align your clients unique needs and your business vision with Vanguard's trusted brand and portfolio expertise. Our custom models can grow with you. We handle the day to day work so you can spend more time supporting your clients.

 

The value of Vanguard custom models for your firm:

An expansion of your team

  • Reputational credibility.
  • Scale and efficiency.
  • Access to investment talent at a low cost.

 

Tailored portfolios

  • Control over investment input.
  • Built around your unique client investment objectives.
  • Your preferences paired with Vanguard's portfolio construction expertise.

 

Seamless integration

  • Use existing technology to avoid upskilling.
  • Leverage tax-management services.
  • Access ongoing support and assistance from specialists.

Consistent client experience

  • Client-friendly educational content.
  • Direct access to subject matter experts.
  • Product and product manager support.

Vanguard's models team brings deep subject matter expertise and a research driven discipline to every custom portfolio they construct, providing you with rigor, consistency, and a long-term focus. Backed by our Investment Strategy Group, the team applies thorough, Vanguard Capital Markets Model-informed research and real-world portfolio construction skills to deliver durable, high-quality model portfolios you can implement with confidence.

Practice management

Focus on your clients. We'll focus on your portfolios.

With Vanguard custom models, we partner with you to ensure your portfolios are a good fit for client goals. Your clients benefit from investment solutions that leverage your expertise. And, you save time for other critical business activities.

How custom models help you and your practice:

Create models based on your input and preferences.

Grow profit potential with more time for onboarding new clients.

Increase client satisfaction by spending more time on relationships.

About 78% of clients ranked advisor responsiveness and honesty above all else as measures of satisfaction, so make more time for relationship-building through custom models.3

Practice Support

Meeting you where you are.

Vanguard knows that choosing a model provider for your clients is just the first step. So, we make sure you have the support you need to answer client concerns and ensure a smooth investing experience as outlined in the following chart.

 

Vanguard support

fig1_Vanguard_support

 

Note: Growth represented by the S&P 500 Total Return Index.

Sources: Vanguard calculations based on data provided by Morningstar Direct and Standard & Poor’s® as of December 31, 2023.

Have questions? Contact us.

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Disclosures and footnotes

1 Vanguard, as of December 25, 2025.


2 Number subject to change.

3 Cerulli Associates. U.S. Retails Investor Advice Relationships 2024.

  • For more information about Vanguard funds, visit vanguard.com 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. Diversification does not ensure a profit or protect against a loss.
  • 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.
  • Investments in bonds are subject to interest rate, credit, and inflation risk.