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Vanguard LifeStrategy Mod Gr Inv Shrs VSMGX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 30.01  /  0.03 %
  • Total Assets 18.7 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.130%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.08%
  • Turnover 15%

Morningstar’s Analysis VSMGX

Will VSMGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A Comanager Change at Vanguard LifeStrategy Does Not Affect Ratings

null Spencer Brown

Spencer Brown

Analyst Note

On Feb. 17, 2023, Vanguard announced that William Coleman has been promoted to a leadership role and will no longer comanage the LifeStrategy series. He will be replaced by Roger Aliaga-Diaz, Michael Roach, and Aurelie Denis. All three were already contributing to the series, with Aliaga-Diaz being a key contributor to the research and asset allocation of this series. Roach and Denis joined the firm in 1998 and 2016, respectively, and Roach now oversees the management of multi-asset products in the newly created head of Multi-Asset Portfolio Management role. A team-based approach, continuity of senior management, and the new comanagers’ appropriate credentials eliminate concern over the change. The strategy maintains its Above Average People rating and Morningstar Analyst Rating of Silver across all shares.

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Portfolio Holdings VSMGX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD

Vanguard Total Stock Mkt Idx Inv


Vanguard Total Bond Market II Idx Inv


Vanguard Total Intl Stock Index Inv


Vanguard Total Intl Bd II Idx Investor


Mktliq 12/31/2049

Cash and Equivalents

Us Dollar

Cash and Equivalents