Vanguard Digital Advisor
Prepare for whatever comes your way. Digital Advisor helps you build your savings for the future and embrace life’s spontaneous adventures today. Plan ahead while living fully in the moment.
What it gives you
- Access to personalized Vanguard advice at the lowest cost.
- Ongoing management of a portfolio of Vanguard funds.
- Anytime access to check in, add new goals, or use our custom financial tools.
- Automated portfolio rebalancing to keep you on track.
- Repeated portfolio stress testing through thousands of potential scenarios to help ensure you’re on track to meet your goals.
Why you'll love it
- You can give it a try: No advisory fees for the first 90 days, so you can make sure it’s a good fit.
- It’s award-winning: Repeat winner of NerdWallet’s Best Robo-Advisor for Low-Cost Investing. Awarded January 2023, based on data as of October 2022.3
- It’s focused on the future you want: Custom tools allow you to visualize the impact of dozens of changes to your strategy.
Vanguard is owned by the people who own their funds, which makes it unique in the industry. This means you can trust that they’re on your side.1
Vanguard is one of the largest investment companies in the world, trusted by 30 million+ self-directed and advised clients.
Vanguard funds, which make up their investment portfolios, have a history of outperformance. 90% of Vanguard funds outperformed their peer-group averages over the past 10 years.2
1 Vanguard is owned by its funds, which are owned by Vanguard’s fund shareholder clients. Our retail direct investment advisory strategies, in turn, are built on core investments in the Vanguard funds.
2 For the 10-year period ended September 30, 2023, 6 of 6 Vanguard money market funds, 85 of 97 Vanguard bond funds, 20 of 23 Vanguard balanced funds, and 168 of 184 Vanguard stock funds—for a total of 279 of 310 Vanguard funds—outperformed their Lipper peer-group averages. Results will vary for other time periods. Only mutual funds and ETFs (exchange-traded funds) with a minimum 10-year history were included in the comparison. Source: Lipper, a Thomson Reuters Company. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance at vanguard.com/performance.
3 Vanguard Digital Advisor received the top rating for “Best Robo-Advisor for Low-Cost Investing” for 2023 among 16 other robo-advisors selected by NerdWallet. NerdWallet evaluated each provider across the following weighted criteria as of October 1, 2022, to determine the winner for low costs: management fees (50%), expense ratios on investments (40%), and account fees (10%). NerdWallet also selected Vanguard Digital Advisor for the 2021 award based on November 16, 2020, data and the 2022 award based on October 1, 2021, data. Additional details about NerdWallet’s methodology are available on their website. Current fees may vary for Digital Advisor and the other robo-advisors considered. Although Vanguard compensates NerdWallet for marketing services, NerdWallet’s opinions and evaluations are independent and unrelated to the selection of Digital Advisor for this award. ©2017-2023 and TM, NerdWallet, Inc. All Rights Reserved.
2 For the 10-year period ended September 30, 2023, 6 of 6 Vanguard money market funds, 85 of 97 Vanguard bond funds, 20 of 23 Vanguard balanced funds, and 168 of 184 Vanguard stock funds—for a total of 279 of 310 Vanguard funds—outperformed their Lipper peer-group averages. Results will vary for other time periods. Only mutual funds and ETFs (exchange-traded funds) with a minimum 10-year history were included in the comparison. Source: Lipper, a Thomson Reuters Company. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance at vanguard.com/performance.
3 Vanguard Digital Advisor received the top rating for “Best Robo-Advisor for Low-Cost Investing” for 2023 among 16 other robo-advisors selected by NerdWallet. NerdWallet evaluated each provider across the following weighted criteria as of October 1, 2022, to determine the winner for low costs: management fees (50%), expense ratios on investments (40%), and account fees (10%). NerdWallet also selected Vanguard Digital Advisor for the 2021 award based on November 16, 2020, data and the 2022 award based on October 1, 2021, data. Additional details about NerdWallet’s methodology are available on their website. Current fees may vary for Digital Advisor and the other robo-advisors considered. Although Vanguard compensates NerdWallet for marketing services, NerdWallet’s opinions and evaluations are independent and unrelated to the selection of Digital Advisor for this award. ©2017-2023 and TM, NerdWallet, Inc. All Rights Reserved.