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Vanguard ETF & Mutual F - New Portfolio

PerformancePortfolio Details

Vanguard ETF & Mutual F
Individual Investor
Ranked #5,897 out of 858,885 TipRanks' Investors
Success Rate
95%
102 out of 107
profitable transactions
Average Return
31.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.18%
6-Month Return▲ 8.53%
12-Month Return▲ 25.62%
YTD Return▲ 6.12%
Total Return▲ 52.60%

Best Trade

AssetAberdeen St... (SGOL)
Opened at
Closed at-
Gain▲ 161.18%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.31%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.09%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.69%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.48%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.62%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.15%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.54%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.01%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.31%
▲ 10.96%▲ 2.38%▲ 1.09%
▼ 3.68%▲ 0.19%▲ 1.69%
▼ 0.10%▲ 0.08%▲ 0.48%
▲ 4.06%▲ 1.47%▲ 3.62%
▼ 1.12%▼ 0.86%▲ 4.15%
▲ 0.60%▼ 4.94%▼ 4.54%
▲ 4.89%▲ 4.48%▲ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VGK
Vanguard FTSE Europe ETF
7.25%
▲ 41.42%
7
Buy
Jan 03, 2026
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
32.04%
▲ 36.50%
8
Buy
Jan 03, 2026
VPMCX
Vanguard Primecap Fund
7.83%
▲ 49.15%
4
Buy
Jan 03, 2026
VVIAX
Vanguard Value Index Fd Admiral Shs
4.99%
▲ 33.64%
7
Buy
Jan 03, 2026
VYMI
Vanguard International High Dividend Yield ETF
4.86%
▲ 56.31%
7
Buy
Jan 03, 2026
VYM
Vanguard High Dividend Yield Index ETF
13.74%
▲ 36.69%
7
Buy
Jan 03, 2026
VEU
Vanguard FTSE All-World ex-US Index Fund
6.67%
▲ 45.92%
7
Buy
Jan 03, 2026
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
2.45%
▲ 10.15%
7
Buy
Jan 03, 2026
VPU
Vanguard Utilities ETF
1.82%
▲ 42.26%
7
Buy
Jan 03, 2026
BND
Vanguard Total Bond Market ETF
1.59%
▲ 8.17%
6
Buy
Jan 03, 2026
VFWAX
Vanguard FTSE All-World ex-US Index Fd Admiral
3.75%
▲ 37.47%
5
Buy
Jan 03, 2026
JEPI
JPMorgan Equity Premium Income ETF
5.08%
▲ 11.55%
3
Buy
Jan 03, 2026
VTTSX
Vanguard Target Retirement 2060 Fund
4.32%
▲ 51.06%
4
Buy
Apr 05, 2025
VFIAX
Vanguard 500 Index Fd Admiral Shs
―
▼ 0.36%
4
Close
Apr 05, 2025
VFH
Vanguard Financials ETF
―
▲ 27.76%
6
Close
Mar 11, 2025
VUG
Vanguard Growth ETF
―
▲ 13.34%
6
Close
Mar 11, 2025
VSMAX
Vanguard Small Cap Index Fd Admiral Shs
―
▲ 21.62%
3
Close
Mar 05, 2025
VSIAX
Vanguard Small-Cap Value Index Fd Admiral
―
▲ 19.01%
3
Close
Mar 05, 2025
VTAPX
Vanguard Short-Term Inflation-Protected Securities Index Fd Admiral Cl
―
▲ 3.78%
3
Close
Apr 14, 2024
VWNDX
Vanguard Windsor Fund
―
▲ 8.29%
4
Close
Apr 14, 2024