YOUR GUIDE TO SAVING FOR COLLEGE

The Vanguard 529 College Savings Plan

Expense Ratio

0.0%

2.7%

Investors in The Vanguard 529 College Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Aggressive: Vanguard Aggressive Growth Portfolio (0-2 years) 0.16% 100% 18.88% 8.82% 11.95% 5.67%
Aggressive: Vanguard Aggressive Growth Portfolio (3-4 years) 0.16% 100% 18.88% 8.82% 11.95% 5.67%
Aggressive: Vanguard 90% Stock/10% Bond Portfolio (5-6 years) 0.16% 90% N/A N/A N/A N/A
Aggressive: Vanguard 80% Stock/20% Bond Portfolio (7-8 years) 0.16% 80% N/A N/A N/A N/A
Aggressive: Vanguard 70% Stock/30% Bond Portfolio (9-10 years) 0.16% 70% N/A N/A N/A N/A
Aggressive: Vanguard 60% Stock/40% Bond Portfolio (11-12 years) 0.16% 60% N/A N/A N/A N/A
Aggressive: Vanguard Moderate Growth Portfolio (13-14 years) 0.16% 50% 22.30% 12.22% 14.75% 7.62%
Aggressive: Vanguard 40% Stock/60% Bond Portfolio (15 years) 0.16% 40% N/A N/A N/A N/A
Aggressive: Vanguard 30% Stock/70% Bond Portfolio (16 years) 0.16% 30% N/A N/A N/A N/A
Aggressive: Vanguard 20% Stock/80% Bond Portfolio (17 years) 0.16% 20% N/A N/A N/A N/A
Aggressive: Vanguard 10% Stock/90% Bond Portfolio (18 years) 0.16% 10% N/A N/A N/A N/A
Aggressive: Vanguard 10% Stock/90% Bond Portfolio (19 years or older) 0.16% 10% N/A N/A N/A N/A
Moderate: Vanguard 90% Stock/10% Bond Portfolio (0-2 years) 0.16% 90% N/A N/A N/A N/A
Moderate: Vanguard 80% Stock/20% Bond Portfolio (3-4 years) 0.16% 80% N/A N/A N/A N/A
Moderate: Vanguard 70% Stock/30% Bond Portfolio (5-6 years) 0.16% 70% N/A N/A N/A N/A
Moderate: Vanguard 60% Stock/40% Bond Portfolio (7-8 years) 0.16% 60% N/A N/A N/A N/A
Moderate: Vanguard Moderate Growth Portfolio (9-10 years) 0.16% 50% 22.30% 12.22% 14.75% 7.62%
Moderate: Vanguard 40% Stock/60% Bond Portfolio (11-12 years) 0.16% 40% N/A N/A N/A N/A
Moderate: Vanguard 30% Stock/70% Bond Portfolio (13-14 years) 0.16% 30% N/A N/A N/A N/A
Moderate: Vanguard 20% Stock/80% Bond Portfolio (15 years) 0.16% 20% N/A N/A N/A N/A
Moderate: Vanguard 10% Stock/90% Bond Portfolio (16 years) 0.16% 10% N/A N/A N/A N/A
Moderate: Vanguard Income Portfolio (17 years) 0.16% 0% 0.19% 1.58% 0.85% 3.04%
Moderate: Vanguard Income Portfolio (18 years) 0.16% 0% 0.19% 1.58% 0.85% 3.04%
Moderate: Vanguard Income Portfolio (19 years or older) 0.16% 0% 0.19% 1.58% 0.85% 3.04%
Conservative: Vanguard 60% Stock/40% Bond Portfolio (0-2 years) 0.16% 60% N/A N/A N/A N/A
Conservative: Moderate Growth Portfolio (3-4 years) 0.16% 50% 22.30% 12.22% 14.75% 7.62%
Conservative: Vanguard 40% Stock/60% Bond Portfolio (5-6 years) 0.16% 40% N/A N/A N/A N/A
Conservative: Vanguard 30% Stock/70% Bond Portfolio (7-8 years) 0.16% 30% N/A N/A N/A N/A
Conservative: Vanguard 20% Stock/80% Bond Portfolio (9-10 years) 0.16% 20% N/A N/A N/A N/A
Conservative: Vanguard 10% Stock/90% Bond Portfolio (11-12 years) 0.16% 10% N/A N/A N/A N/A
Conservative: Vanguard Income Portfolio (13-14 years) 0.16% 0% 0.19% 1.58% 0.85% 3.04%
Conservative: Vanguard 50% Bond/50% Short-Term Reserves Portfolio (15 years) 0.16% 0% N/A N/A N/A N/A
Conservative: Vanguard 50% Bond/50% Short-Term Reserves Portfolio (16 years) 0.16% 0% N/A N/A N/A N/A
Conservative: Vanguard 25% Bond/75% Short-Term Reserves Portfolio (17 years) 0.16% 0% N/A N/A N/A N/A
Conservative: Vanguard 25% Bond/75% Short-Term Reserves Portfolio (18 years) 0.16% 0% N/A N/A N/A N/A
Conservative: Vanguard Interest Accumulation Portfolio (19 years or older) 0.16% 0% 1.25% 0.72% 0.47% 0.92%

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Aggress Growth 0.16% 100% 18.88% 8.82% 11.95% 5.67%
Vanguard Growth 0.16% 75% 13.83% 7.40% 9.49% 5.61%
Vanguard Moderate Growth 0.16% 50% 8.86% 5.84% 6.97% 5.28%
Vanguard Conserv Growth 0.16% 25% 4.15% 4.16% 4.37% 4.70%
Vanguard Income 0.16% 0% 0.19% 1.58% 0.85% 3.04%
Vanguard 90% Stock/10% Bond Portfolio 0.16% 90% N/A N/A N/A N/A
Vanguard 80% Stock/20% Bond Portfolio 0.16% 80% N/A N/A N/A N/A
Vanguard 70% Stock/30% Bond Portfolio 0.16% 70% N/A N/A N/A N/A
Vanguard 60% Stock/40% Bond Portfolio 0.16% 60% N/A N/A N/A N/A
Vanguard 40% Stock/60% Bond Portfolio 0.16% 40% N/A N/A N/A N/A
Vanguard 30% Stock/70% Bond Portfolio 0.16% 30% N/A N/A N/A N/A
Vanguard 20% Stock/80% Bond Portfolio 0.16% 20% N/A N/A N/A N/A
Vanguard 10% Stock/90% Bond Portfolio 0.16% 10% N/A N/A N/A N/A
Vanguard 50% Bond/50% Short-Term Reserves Portfolio 0.16% 0% N/A N/A N/A N/A
Vanguard 25% Bond/75% Short-Term Reserves Portfolio 0.16% 0% N/A N/A N/A N/A
Vanguard Total International Bond Index Portfolio 0.25% 0% N/A N/A N/A N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Vanguard Totl Stk Mkt Idx 0.18% 100% 18.44% 10.54% 14.02% 7.46%
Vanguard Totl Int Stk Idx 0.23% 100% 19.06% 5.06% 7.19% 0.99%
Vanguard 500 Index 0.18% 100% 18.37% 10.61% 13.98% 7.16%
Vanguard Growth Index 0.24% 100% 19.57% 11.26% 14.19% 8.57%
Vanguard Value Index 0.24% 100% 17.49% 9.70% 13.78% 5.98%
Vanguard Mid-Cap Index 0.22% 100% 15.10% 9.52% 14.17% 7.68%
Vanguard Small-Cap Index 0.22% 100% 17.14% 10.23% 13.72% 8.30%
Vanguard Ttl Bond Mkt Idx 0.21% 0% -0.29% 2.45% 1.78% 3.93%
Vanguard Infla-Prtd Secur 0.24% 0% -1.21% 1.39% -0.24% 3.49%
Vanguard Hi Yield Bd Port 0.31% 0% 7.62% 5.70% 5.60% 6.51%
Vanguard Int Accum Port 0.16% 0% 1.25% 0.72% 0.47% 0.92%
Vanguard Morgan Growth 0.44% 100% 22.30% 12.22% 14.75% 7.62%
Vanguard STAR Portfolio 0.44% 60% 13.12% 7.25% 9.21% 5.87%
Vanguard Windsor Port 0.43% 100% 20.17% 8.55% 14.12% 6.01%

Data as of 09/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

 

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