How you'll benefit from a relationship with us
Client ownership, a time-tested investment philosophy, performance, costs, and extensive services.
You come first … and here's why
Vanguard is owned by its mutual funds and ETFs (exchange-traded funds). Those funds are owned by shareholders—which includes you. So when you join Vanguard, you're not putting your money with a publicly traded company that has to weigh what's best for stockholders versus what's best for you.
Instead, you're joining a company that puts your interests, as owners, first. And you're joining a company that will always follow its investment principles with the highest degree of integrity.
You get a time-tested investment philosophy
We believe success results from 4 fundamental investing principles:
Our advice methodology is founded on these principles. So when you receive guidance from us, you can be confident that you're using a well-defined and enduring investment strategy aimed at both preserving and growing your wealth.
You get world-class performance
Our disciplined approach to choosing the best managers for a particular investment objective, whether it's our in-house talent or a carefully selected external advisor, has produced industry-leading performance over time.*
In fact, over the past decade, 84% of all our funds outperformed peer-group averages, including:
- 88% of our stock funds.
- 87% of our balanced funds.
- 68% of our bond funds.
- 100% of our money market funds.
You earn more through lower costs
Since our start, we've focused on keeping your costs as low as possible. Because the lower the cost, the more you keep—and the more you can pass on to those you care about.
The average expense ratio for Vanguard mutual funds and ETFs (exchange-traded funds) is 82% less than the industry average.** This advantage could translate to an additional $700,000 in earnings for every $5 million you invest over a 10-year period.
What you pay: Industry average vs. Vanguard on a $5 million investment over 10 years
This hypothetical illustration assumes an initial investment of $5 million and a 6% return. If the rate of return were altered, results would vary from those shown. This example doesn't represent any particular investment and doesn't account for inflation. There may be other material differences between investment products that must be considered prior to investing. You may be eligible for some of our lowest-cost Institutional Shares based on your investment amount. (All averages are asset-weighted. Industry averages exclude Vanguard. Sources: Vanguard and Morningstar, Inc., as of December 31, 2017.)
You get an extensive suite of wealth management services
We have the expertise you and your family need to preserve and manage your wealth. You'll receive personal attention and extensive wealth management services, letting you take advantage of the great value we have to offer.
Most of the services offered through Flagship Select™ are complimentary. Some of our advisory services, like ongoing portfolio management and trust services, are offered at a low cost.
Vanguard Flagship Select Services™
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This chart shows how much money you would pay if you were to invest $5 million over 10 years at the industry average expense ratio versus Vanguard's average expense ratio and Vanguard's average Institutional Shares expense ratio. You would pay $540,000 at the industry average; $98,000 at Vanguard's average expense ratio; and $44,700 at Vanguard's average Institutional Shares expense ratio.