Reference Guide to Vanguard Domestic Mutual Funds

DISCLAIMER: I’m not a financial planner. The opinions stated in this blog post are my opinions based on my current financial portfolio. I suggest to also do your own research as your financial portfolio may be different from mine. If you are interested reassessing your finances, please seek professional advice from a Certified Financial Advisor that charges based on a flat fee (not commission based).

A few weeks ago, I talked about a 2021 financial portfolio re-assessment. As a result of that post, I looked into the various domestic Vanguard mutual funds that would be good long term investment. This table below lists these mutual funds divided by market capitalization and stock types. I included a dividend option for those investors that are looking for companies that consistently pay dividends to shareholders. In addition, I found this “Total Market” fund which exposes investors to the market including large, mid and small cap stocks. Even though these are Vanguard stocks, other financial institutions like Fidelity/Schwab/Etrade will also offer similar mutual funds. As an investor, more research is needed to find the equivalent non-Vanguard fund at these intuitions.

Here’s the table:

Market CapGrowthValueBlendDividendTotal Market
Large CapVIGAX (Admiral)
VUG (ETF)
VVIAX (Admiral)
VTV (ETF)
VFIAX (Admiral)
VOO (ETF)
VHYAX (Admiral)
VEIPX (Admiral)
VYM (ETF)
VTSAX (Admiral)
VTI (ETF)
Mid CapVMGMX (Admiral)
VOT (ETF)
VMVAX (Admiral)
VOE (ETF)
VIMAX (Admiral)
VO (ETF)
VEXEX (Admiral)
VXF (ETF)
*No S&P 500 stocks
Small CapVSGAX (Admiral)
VBK (ETF)
VSIAX (Admiral)
VBR (ETF)
VSMAX (Admiral)
VB (ETF)

After making this table, the distribution of my retirement accounts are much clearer to me now. I have adjusted my portfolio to invest in large, mid and small cap mutual funds focused around growth, blend and dividend.

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