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Vanguard Wealth Management is a premier destination to help grow and preserve generational wealth. From private equity and fully paid lending to tax-exempt and active funds, we offer a full line-up of investment products, services, and tax-efficient strategies to match your goals.
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88%
of Vanguard ETFs and mutual funds combined outperformed their peer-group averages.1
89%
of our actively managed funds performed better than their peer-group averages.2
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Vanguard’s long-term investment philosophy enables investors to grow and preserve wealth. As a client of our fully advised offer, your team will help you craft tax-efficient investment portfolios, take advantage of tax-loss harvesting opportunities, and consider tax planning strategies such as backdoor Roth IRAs.
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1For the 10-year period ended September 30, 2024, 6 of 6 Vanguard money market funds, 82 of 98 Vanguard bond funds, 21 of 23 Vanguard balanced funds, and 168 of 189 Vanguard stock funds—for a total of 277 of 316 Vanguard funds—outperformed their Lipper peer-group averages. Results will vary for other time periods. Only mutual funds and ETFs (exchange-traded funds) with a minimum 10-year history were included in the comparison. Source: LSEG Lipper. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance.
2For the 10-year period ended September 30, 2024, 6 of 6 Vanguard money market funds, 42 of 44 Vanguard bond funds, 5 of 5 Vanguard balanced funds, and 31 of 39 Vanguard stock funds―for a total of 84 of 94 Vanguard funds―outperformed their Lipper peer-group averages. Results will vary for other time periods. Only actively managed funds with a minimum 10-year history were included in the comparison. Source: Lipper, a Thomson Reuters Company. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance
3Vanguard average ETF and mutual fund expense ratio: 0.08%. Industry average ETF and mutual fund expense ratio: 0.44%. All averages are asset-weighted. Industry average excludes Vanguard. Sources: Vanguard and Morningstar, Inc., as of December 31, 2023.
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.
All investing is subject to risk, including the possible loss of the money you invest.
Vanguard is owned by its funds, which are owned by Vanguard's fund shareholder clients. Our retail direct investment advisory strategies, in turn, are built on core investments in the Vanguard funds.
Private investments involve a high degree of risk and, therefore, should be undertaken only by prospective investors capable of evaluating and bearing the risks such an investment represents. Investors in private equity generally must meet certain minimum financial qualifications that may make it unsuitable for specific market participants.
Participation in Vanguard Brokerage's Fully Paid Lending program requires eligibility, client-determined appropriateness, and enrollment. Participation involves certain risks and doesn't guarantee that you'll earn money. Vanguard Brokerage maintains an economic interest in Fully Paid Lending program loans and earns revenue in connection with such loans.
Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.