Vanguard Launches 7-Sleeve Active-Passive Model Portfolio Series for Advisors
Updated
Updated · The 401(k) Specialist · May 24
Vanguard Launches 7-Sleeve Active-Passive Model Portfolio Series for Advisors
3 articles · Updated · The 401(k) Specialist · May 24
Summary
Vanguard rolled out a new Dynamic Active-Passive Model Portfolio series for financial advisors, adding seven risk sleeves that run from 100% fixed income to 100% equities.
The lineup is built to let advisors blend passive and active strategies at scale, with allocations recalibrated throughout the year rather than held static.
Vanguard said the models use a systematic framework combining its economic and market views with capital-markets assumptions from the VCMM and VAAM tools.
The launch extends Vanguard’s existing model-portfolio offering and targets advisor demand for low-cost, transparent index building blocks paired with active management without added portfolio-construction complexity.