Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
VANGUARD SHORTTERM BOND IDX INSTLPLS (VBIPX) View Prospectus |
1 | $100,000,000.00 | $0.00 | $100,000,000.00 | $0.00 |
VANGUARD DIVERSIFIED EQTY FD INVESTOR CL (VDEQX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
VANGUARD GLOBAL ESG SELECT STOCK FD INV (VEIGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
VANGUARD ENERGY INDEX ADM (VENAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
VANGUARD GLOBAL ENVIRONMENTAL OPP STKADM (VEOAX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
VANGUARD GLOBAL ENVIRONMENTAL OPP STKINV (VEOIX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
VANGUARD INST TARGET RTRMT 2015 INST (VITVX) View Prospectus |
1 | $5,000,000.00 | $0.00 | $5,000,000.00 | $0.00 |
VANGUARD MORTGAGE BACKED SEC INDEX ADMIR (VMBSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
VANGUARD MID CAP INDEX INSTITUTIONALPLUS (VMCPX) View Prospectus |
1 | $100,000,000.00 | $0.00 | $100,000,000.00 | $0.00 |
VANGUARD FED MONEY MKT FD INV CL (VMFXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
VANGUARD MULTISECTOR INCOME BOND ADM (VMSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
VANGUARD SMALL CAP INDEX INSTLPLUS (VSCPX) View Prospectus |
1 | $100,000,000.00 | $0.00 | $100,000,000.00 | $0.00 |
VANGUARD TOTAL STOCK MKT IDX INSTL PLS (VSMPX) View Prospectus |
1 | $100,000,000.00 | $0.00 | $100,000,000.00 | $0.00 |
VANGUARD TAX EXEMPT BOND INDEX ADM (VTEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
VANGUARD TRSY MONEY MKT FD INV SHRS (VUSXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.