Why choose a Vanguard Target Enrollment Portfolio for your 529 account?
Vanguard Target Enrollment Portfolios make choosing an investment for education savings about as easy as it gets. Consider a portfolio based on the year you expect your student to start school—from kindergarten through graduate or trade school. We’ll take it from there.
Benefits of the Vanguard Target Enrollment Portfolio
How to pick the right Target Enrollment portfolio for your 529 account
Look for your student’s expected enrollment year and consider the portfolio that best matches that time frame.
Vanguard Target Enrollment Portfolios
Take a glance at the risk ratings and asset allocations of each portfolio profile listed by enrollment year.
Allocations represented on the charts are as of April 1, 2023. To view the most recent portfolio allocation as of the prior month-end, view the individual portfolio profile.
The Vanguard 529 College Savings Plan is a Nevada Trust administered by the office of the Nevada State Treasurer.
For more information about The Vanguard 529 College Savings Plan, download a Program Description (PDF) or request one by calling 866-734-4533. The Program Description includes investment objectives, risks, charges, expenses, and other information; read and consider it carefully before investing. Vanguard Marketing Corporation, Distributor.
If you are not a Nevada taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments insuch state's qualified tuition program. Other state benefits may include financial aid, scholarship funds, and protection from creditors.
The Vanguard Group, Inc., serves as the Investment Manager for The Vanguard 529 College Savings Plan and through its affiliate, Vanguard Marketing Corporation, markets and distributes the Plan. Ascensus Broker Dealer Services, LLC, serves as Program Manager and has overall responsibility for the day-to-day operations. The Plan's portfolios, although they invest in Vanguard mutual funds, are not mutual funds. Investment returns are not guaranteed, and you could lose money by investing in the Plan.
State tax treatment of K–12 withdrawals is determined by the state(s) where the taxpayer files state income tax. Please consult with a tax advisor for further guidance.