Personal Investors

Strategy and policy

Investment strategy

The portfolio invests all of its assets in two Vanguard stock index funds. The percentages of the portfolio’s assets allocated to each underlying fund are: 60% Vanguard Institutional Total Stock Market Index Fund and 40% Vanguard Total International Stock Index Fund.

Through its ownership of these underlying funds, the portfolio indirectly owns primarily large-capitalization U.S. stocks and, to a lesser extent, small- and mid-capitalization U.S. stocks and international stocks.

Investment policy

The portfolio invests in two Vanguard funds. Each underlying fund follows its own investment policies.

© 1995–2017  The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor of the Vanguard Funds. Your use of this site signifies that you accept our terms & conditions of use.
Privacy policy  |  AdChoices  |  Security  |  Prospectuses  |  Careers  |  Mobile  |  Feedback