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MyPlanIQ Major Brokerage Investor My Vanguard ETFs

My Vanguard ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 49
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO (Vanguard Emerging Markets Stock ETF)
Others
Health VHT VHT (Vanguard Health Care ETF)
Natural Resources VAW VAW (Vanguard Materials ETF)
Consumer Discretionary VCR VCR(Vanguard Consumer Discretionary ETF)
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA (Vanguard Europe Pacific ETF)
Foreign Large Blend VEU VEU (Vanguard FTSE All-World ex-US ETF)
EUROPE STOCK VGK VGK (Vanguard European ETF)
US EQUITY
LARGE BLEND VTI VTI (Vanguard Total Stock Market ETF)
SMALL BLEND VB VB (Vanguard Small Cap ETF)
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
Total Available Funds: 49
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO (Vanguard Emerging Markets Stock ETF)
Others
Health VHT VHT (Vanguard Health Care ETF)
Natural Resources VAW VAW (Vanguard Materials ETF)
Consumer Discretionary VCR VCR(Vanguard Consumer Discretionary ETF)
Consumer Staples VDC VDC (Vanguard Consumer Staples ETF)
Equity Energy VDE VDE (Vanguard Energy ETF)
Financial VFH VFH (Vanguard Financials ETF)
Technology VGT VGT (Vanguard Information Technology ETF)
Communications VOX VOX (Vanguard Telecom Services ETF)
Utilities VPU VPU (Vanguard Utilities ETF)
Industrials VIS VIS (Vanguard Industrials ETF)
ROOT CASH CASH (Money Market)
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA (Vanguard Europe Pacific ETF)
Foreign Large Blend VEU VEU (Vanguard FTSE All-World ex-US ETF)
EUROPE STOCK VGK VGK (Vanguard European ETF)
DIVERSIFIED PACIFIC/ASIA VPL VPL (Vanguard Pacific Stock ETF)
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF
FOREIGN SMALL/MID GROWTH VSS VSS (Vanguard FTSE All-Wld ex-US SmCp Idx ETF)
US EQUITY
LARGE BLEND VTI VTI (Vanguard Total Stock Market ETF)
SMALL BLEND VB VB (Vanguard Small Cap ETF)
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
LARGE VALUE VYM VYM (Vanguard High Dividend Yield Indx ETF)
LARGE BLEND MGC MGC (Vanguard Mega Cap 300 Index ETF)
LARGE BLEND VIG VIG (Vanguard Dividend Appreciation ETF)
LARGE BLEND VV Vanguard Large Cap ETF
LARGE BLEND VOO Vanguard S&P 500 ETF
MID-CAP BLEND VO VO (Vanguard Mid Cap ETF)
REAL ESTATE
REAL ESTATE VNQ VNQ (Vanguard REIT Index ETF)
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
FIXED INCOME
Intermediate-Term Bond BIV BIV (Vanguard Intermediate-Term Bond ETF)
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF)
Short-Term Bond BSV BSV (Vanguard Short-Term Bond ETF)
Long-Term Bond BLV BLV (Vanguard Long-Term Bond Index ETF)
LONG GOVERNMENT EDV EDV (Vanguard Extended Dur Trs Idx ETF)
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF
WORLD BOND BNDX Vanguard Total Intl Bd Idx ETF
Inflation-Protected Bond VTIP Vanguard Shrt-Term Infl-Prot Sec Idx ETF
Foreign Goverment Bonds VWOB Vanguard Emerging Markets Government Bond ETF
SHORT GOVERNMENT VGSH VGSH (Vanguard Short-Term Govt Bd Idx ETF)
Intermediate-Term Bond VMBS VMBS (Vanguard Mortgage-Backed Sec Idx ETF)
LONG GOVERNMENT VGLT VGLT (Vanguard Long-Term Govt Bd Idx ETF)
Long-Term Bond VCLT VCLT (Vanguard Long-Term Corp Bond Idx ETF)
Intermediate-Term Bond VCIT VCIT (Vanguard Interm-Tm Corp Bd Idx ETF)
COMMODITIES
Commodities Agriculture DBA PowerShares DB Agriculture
Commodities Industrial Metals DBB PowerShares DB Base Metals
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
Commodities Precious Metals GLD SPDR Gold Shares
Commodities Precious Metals SLV iShares Silver Trust
Total Available Funds: 49
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO (Vanguard Emerging Markets Stock ETF) 97% 1 60 0 0.08% 3.57%
Others
Health VHT VHT (Vanguard Health Care ETF) 92% 1 60 0 0.1% 1.91%
Natural Resources VAW VAW (Vanguard Materials ETF) 81% 1 60 0 0.1% 1.64%
Consumer Discretionary VCR VCR(Vanguard Consumer Discretionary ETF) 81% 1 60 0 0.1% 0.82%
Consumer Staples VDC VDC (Vanguard Consumer Staples ETF) 81% 1 60 0 0.1% 2.19%
Equity Energy VDE VDE (Vanguard Energy ETF) 80% 1 60 0 0.1% 3.42%
Financial VFH VFH (Vanguard Financials ETF) 80% 1 60 0 0.1% 1.59%
Technology VGT VGT (Vanguard Information Technology ETF) 80% 1 60 0 0.1% 0.49%
Communications VOX VOX (Vanguard Telecom Services ETF) 80% 1 60 0 0.1% 1.18%
Utilities VPU VPU (Vanguard Utilities ETF) 80% 1 60 0 0.1% 2.92%
Industrials VIS VIS (Vanguard Industrials ETF) 54% 1 60 0 0.1% 1.12%
ROOT CASH CASH (Money Market) 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA (Vanguard Europe Pacific ETF) 97% 1 60 0 0.05% 3.35%
Foreign Large Blend VEU VEU (Vanguard FTSE All-World ex-US ETF) 97% 1 60 0 0.08% 3.32%
EUROPE STOCK VGK VGK (Vanguard European ETF) 95% 1 60 0 0.09% 3.2%
DIVERSIFIED PACIFIC/ASIA VPL VPL (Vanguard Pacific Stock ETF) 43% 1 60 0 0.08% 4.03%
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF 29% 1 60 0 0.07% 3.37%
FOREIGN SMALL/MID GROWTH VSS VSS (Vanguard FTSE All-Wld ex-US SmCp Idx ETF) 0% 1 60 0 NA NA
US EQUITY
LARGE BLEND VTI VTI (Vanguard Total Stock Market ETF) 96% 1 60 0 0.03% 1.29%
SMALL BLEND VB VB (Vanguard Small Cap ETF) 96% 1 60 0 0.03% 1.52%
MID-CAP BLEND VXF Vanguard Extended Market Index ETF 94% 1 60 0 0.06% 1.3%
LARGE VALUE VYM VYM (Vanguard High Dividend Yield Indx ETF) 94% 1 60 0 0.08% 2.71%
LARGE BLEND MGC MGC (Vanguard Mega Cap 300 Index ETF) 93% 1 60 0 0.06% 1.12%
LARGE BLEND VIG VIG (Vanguard Dividend Appreciation ETF) 93% 1 60 0 0.08% 1.73%
LARGE BLEND VV Vanguard Large Cap ETF 92% 1 60 0 0.04% 1.24%
LARGE BLEND VOO Vanguard S&P 500 ETF 21% 1 60 0 0.03% 1.31%
MID-CAP BLEND VO VO (Vanguard Mid Cap ETF) 6% 1 60 0 0.04% 1.59%
REAL ESTATE
REAL ESTATE VNQ VNQ (Vanguard REIT Index ETF) 95% 1 60 0 0.12% 3.9%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 34% 1 60 0 0.12% 4.84%
FIXED INCOME
Intermediate-Term Bond BIV BIV (Vanguard Intermediate-Term Bond ETF) 99% 1 60 0 0.07% 4.23%
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF) 99% 1 60 0 0.15% 3.99%
Short-Term Bond BSV BSV (Vanguard Short-Term Bond ETF) 99% 1 60 0 0.07% 3.98%
Long-Term Bond BLV BLV (Vanguard Long-Term Bond Index ETF) 84% 1 60 0 0.04% 4.82%
LONG GOVERNMENT EDV EDV (Vanguard Extended Dur Trs Idx ETF) 83% 1 60 0 0.06% 4.86%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 35% 1 60 0 0.04% 4.45%
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF 17% 1 60 0 0.04% 3.85%
WORLD BOND BNDX Vanguard Total Intl Bd Idx ETF 5% 1 60 0 0.07% 4.39%
Inflation-Protected Bond VTIP Vanguard Shrt-Term Infl-Prot Sec Idx ETF 4% 1 60 0 0.04% 3.62%
Foreign Goverment Bonds VWOB Vanguard Emerging Markets Government Bond ETF 4% 1 60 0 0.2% 6.09%
SHORT GOVERNMENT VGSH VGSH (Vanguard Short-Term Govt Bd Idx ETF) 0% 1 60 0 NA NA
Intermediate-Term Bond VMBS VMBS (Vanguard Mortgage-Backed Sec Idx ETF) 0% 1 60 0 NA NA
LONG GOVERNMENT VGLT VGLT (Vanguard Long-Term Govt Bd Idx ETF) 0% 1 60 0 NA NA
Long-Term Bond VCLT VCLT (Vanguard Long-Term Corp Bond Idx ETF) 0% 1 60 0 NA NA
Intermediate-Term Bond VCIT VCIT (Vanguard Interm-Tm Corp Bd Idx ETF) 0% 1 60 0 NA NA
COMMODITIES
Commodities Agriculture DBA PowerShares DB Agriculture 99% 1 60 0 0.85% 3.35%
Commodities Industrial Metals DBB PowerShares DB Base Metals 98% 1 60 0 0.75% 3.22%
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking 94% 1 60 0 0.85% 3.46%
Commodities Precious Metals GLD SPDR Gold Shares 93% 1 60 0 0.4% 0%
Commodities Precious Metals SLV iShares Silver Trust 92% 1 60 0 0.5% 0%
Average Expense Ratio: 0.14%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 52 funds. It covers 5 major asset classes and 36 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, REITs and Emerging Market Equity.

Vanguard ETF plan. Notice since most Vanguard ETFs have short history, the performance data of the model portfolios are meaningful since 2003 (before that, most ETFs did not exist).



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