Vanguard continues to expand its model portfolio offering with the introduction of Vanguard Custom Model Portfolios, providing financial advisors with customizable investment portfolios combining personalization with efficiency. Vanguard Custom Model Portfolios allow advisors to modify select existing Vanguard models to account for client preferences in products, asset classes, and management styles while retaining the low costs and investment philosophy advisors expect from Vanguard.

“Helping advisors scale personalization while managing their practices efficiently remains a key focus for Vanguard,” said Amma Boateng, Managing Director, Financial Advisor Services. “Vanguard Custom Model Portfolios leverage Vanguard’s decades of experience managing multi-asset portfolios to help advisors scale portfolio management while retaining control over key investment choices.”

What are custom model portfolios?
Custom model portfolios enable modifications to ‘off-the-shelf’ models, helping financial advisors efficiently tailor investment strategies to client needs.

According to Vanguard research¹, using model portfolios to scale core portfolio construction can reduce the amount of time advisors spend on portfolio management by 2/3^rds—time that can be reallocated to tasks that truly differentiate their practice such as behavioral coaching and prospecting.

What do Vanguard Custom Model Portfolios offer?
Several of Vanguard’s existing multi-asset and single-asset-class model portfolios will be available for customization, allowing advisors to adjust Vanguard’s models to account for a range of client needs. Leveraging Vanguard’s models also unlocks cost savings for advisors and their clients, as the average cost of Vanguard’s model portfolios is about 80% lower than the industry average.²

“Our Vanguard Custom Model Portfolios give advisors access to Vanguard’s world class product lineup, spanning high-quality index strategies and active solutions across asset classes,” said Victor Zhu, Global Head of Model Portfolio Solutions. “Vanguard Custom Model Portfolios allow advisors to construct more personalized portfolios intentionally—combining low-costs with thoughtfully selected sources of active risk—without compromising on rigor or alignment to long-term investor outcomes.”

As part of the offering, Vanguard is working with Vestmark’s wealthtech platform, the turnkey asset management platform from SS&C Black Diamond^® Wealth Solutions, and Orion’s Tailored Allocation Portfolios to help advisors and firms implement Vanguard Custom Model Portfolios through scalable platform workflows. The integrations support trading, rebalancing, and tax management. Vanguard also provides white-label or co-branded marketing materials to help advisors communicate portfolio strategies and engage clients more effectively. These capabilities are designed to help advisors deliver more personalized portfolios efficiently, make strategic portfolio changes less disruptive, and support stronger end-client engagement.

“Advisors shouldn’t have to choose between scale and control,” said Eve Cout, Head of Advisor Solutions, Financial Advisor Services. “Technology-enabled platform capabilities have made model portfolios increasingly customizable and simple to deliver and use. With Vanguard Custom Model Portfolios, we are combining the efficiency of models with the flexibility advisors need to serve their clients.”

This launch reflects Vanguard’s continued investment in model portfolio solutions as advisors and wealth management firms seek partners that can help them deliver personalization at scale while maintaining disciplined portfolio construction, low costs, and alignment to long-term investor outcomes.

For more information on Vanguard Custom Model Portfolios, visit advisors.vanguard.com.

_{¹ Research conducted in 2026 by the Vanguard Investment Advisory Research Center.}

_{² According to available data from Morningstar as of February 26, 2026, Vanguard model portfolios have an average expense ratio of .07%, while the industry average is .40%.}