Vanguard ETF portfolio strategies

Vanguard ETF? portfolio strategies

Options for implementing equity and bond exposure in your clients' portfolios

FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

Contents

Core

Core portfolio example

1

Domestic equity

Domestic equity strategies

3

By size

3

By size, using mega-cap

3

By size, using large-cap

3

By sector

4

By size and style

4

S&P domestic equity strategies

5

By size

5

By size and style

5

Russell domestic equity strategies

6

By size

6

By size and style

6

International equity

International equity strategies

7

By size

7

By size and region

7

Global equity

Global equity strategies

9

By size

9

By size and region

9

Vanguard is not responsible for determining the suitability for any underlying client on whose behalf you use this information. As a financial advisor, it remains your responsibility to make a suitability determination for your clients, so you should review carefully the information presented and make your own determination as to its appropriateness before you rely on it.

FFfFOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

Domestic fixed income

Targeted duration strategy

11

Broad bond market strategy

11

Corporate/government strategy

Excludes mortgage-backed securities

12

Government overweight strategy

Using 100% Treasury

13

Using Treasuries and corporates

14

Using Treasuries, corporates, and

mortgage-backed securities

15

Corporate overweight strategy

Using 100% corporates

16

Using corporates and governments

17

Using corporates, governments, and

mortgage-backed securities

18

Inflation-protection strategy

19

Liability-driven investing strategy

20

Portfolio with a 40% fixed income weighting

20

Portfolio with a 60% fixed income weighting

21

Global fixed income

Global fixed income strategy

23

Appendix

Sector weightings and portfolio characteristics

24

FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

When it comes to constructing and maintaining your clients' investment portfolios, having flexibility and choice is key.

This guide contains sample strategies that show you potential options for fine-tuning your clients' portfolio allocations to achieve their investment objectives. Vanguard ETFs? offer you a wide range of investment choices for your clients, all backed by the Vanguard name and standards of scrutiny.

All data shown are as of March 31, 2021, unless otherwise noted. Strategy totals may not equal 100% due to rounding.

FFfFOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

Core

Core portfolio example

By size

26% Total International Stock VXUS 33% Total Stock Market VTI 18% Total Bond Market BND 23% Total International Bond BNDX

Portfolio weighted expense ratio: 0.06%1

1 All portfolio weighted expense ratios referenced throughout this brochure were calculated using the expense ratios stated in each product's most recent prospectus as of March 31, 2021. The products' current expense ratios may be higher or lower than the figures used in the calculation.

FOR FINANCIAL ADVISORS ONLY. NOT FOR PUBLIC DISTRIBUTION.

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