Supporting your practice to help clients achieve success
50 years of changing the way the world invests
From the revolutionary idea that started it all to the historic reduction expected to save investors $350 million,* you’ll always be our why. Flip through 50 years of moments where we’ve shaken up the industry.
Explore our difference
You work hard every day to help your clients successfully reach their goals. That's why we're committed to helping you, your clients, and your practice succeed over the long term. It's how our mission is aligned with yours.
Renowned for our client-first approach and cost-effective investment options, we offer a comprehensive suite of funds designed to maximize returns while minimizing costs. Our average ETF and mutual fund expense ratio is only 0.08% compared to the Morningstar industry asset-weighted average of 0.44%.1
We can also help evolve your client relationships with our Advisor's Alpha® framework to build trust, enhance loyalty, and foster long-term client retention. And we empower your practice with technology, tools, and unique market and economic perspectives to help you serve your clients more efficiently and effectively.
0.08%
Vanguard average ETF and mutual fund expense ratio
0.44%
Morningstar industry asset-weighted average
Number of funds2
Equipping your clients’ portfolios
We offer a comprehensive suite of investment products to fit any sleeve in your clients' portfolios. Despite being known as the pioneer of passive investing, our roots in active management go back to 1975.
To explore our products and our investment management approaches in more detail, simply click on the categories below or view all of our available products.
But we’re more than just funds. Explore our full range of model portfolio strategies designed to free up your time to deepen client relationships. Want more innovative ways to improve investment outcomes for your clients and prospects? Look to direct indexing for the tax-efficient, customized portfolios today’s investors expect.
Evolving your relationships
Client relationships are the core of your practice. That's why we're committed to helping you deliver enhanced client and practice outcomes based on the diverse needs and goals of your clients through our Advisor’s Alpha framework. You get our proprietary research and our incomparable firsthand knowledge of investors as well as how that knowledge informs our unique perspectives on investor behaviors.
Learn how these comprehensive services can help build your business and evolve your client relationships.
Behavioral coaching
Guide clients confidently with resources to address client concerns and navigate clients through uncertainty with behavioral coaching.
Wealth management
Tailored support that empowers you to meet the increasingly diverse wealth management needs of your client base more effectively.
Empowering your practice
Running a financial advisory business is tough. With the everchanging nature of the investment, regulatory, and competitive landscapes, you need to stay informed. When it comes to the financial markets and the economy, you can count on us to offer timely insights on a regular basis.
And you'll have exclusive access to our growing suite of analytic tools and technology to enhance your practice's efficiency.
Portfolio analytics
Create and evaluate a client portfolio. Analyze hypothetical performance, risk statistics, asset allocation, sector breakdowns, and region-weighting; compare two portfolios side-by-side; and more.
Upcoming events
Learn from our experts by registering for upcoming events, or view past events and take a course to earn CE credits.
Company information and insights
We are committed to providing high-quality, low-cost investments and a wealth of resources tailored to support financial advisors. Choosing Vanguard means partnering with a trusted leader in the industry dedicated to helping you build a successful practice that thrives on transparency, integrity, and client satisfaction.
Have more questions?
Contact a representative.
Disclosures and footnotes
1 Vanguard and Morningstar, Inc., as of December 31, 2023.
2 Vanguard as of March 31, 2024.
Notes:
- For more information about Vanguard funds or Vanguard ETFs, view detailed product information 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.
Vanguard Personalized Indexing Management, LLC ("Vanguard Personalized Indexing Management"), formerly Just Invest, LLC, an SEC-registered investment advisor, is an independently operated wholly-owned subsidiary of The Vanguard Group, Inc. ("Vanguard"). Vanguard Personalized Indexing is an asset management technology that has been developed and is offered solely by Vanguard Personalized Indexing Management.
For more information on Vanguard Personalized Indexing Management and Vanguard Personalized Indexing, and to access Vanguard Personalized Indexing Management's Form CRS and Form ADV Part 2A disclosure brochure, please visit the Vanguard Personalized Indexing topic page.
* Savings due to the reduction in expense ratios were calculated on a share class basis for each fund for which there is a Vanguard-initiated reduction. AUM as of November 30, 2024 for each relevant share class was multiplied by 2024 expense ratios. The same AUM data was then multiplied by 2025 reduced expense ratios. The difference was added across funds to determine the total estimated savings to Vanguard investors holding those funds in both 2024 and 2025.
Vanguard is reducing expense ratios for certain share classes of some funds. There is no guarantee that any individual investor will save money due to the reductions in fund expense ratios. Not all fund share classes will have a reduced expense ratio and therefore not all investors will experience the estimated savings. Investors that purchase the relevant funds after the expense ratios have been reduced will not experience savings. Savings means future money not spent on expense ratios, and does not entail a rebate or deposit of any sort. Savings figures are estimates and should not be relied upon. Savings is based on data as of November 30, 2024; if other data is used, savings may differ. Estimated savings accrue to existing investors holding relevant share classes for 2024 and 2025. For illustrative purposes only. Past performance is not indicative of future results.