All-Vanguard Portfolio, Part 2: 1st Quarter

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Includes: BLV, EDV, MGV, VCLT, VCR, VDC, VFH, VIG, VNQ, VNQI, VOX, VPU, VTV, VWO, VWOB, VXF, VYM
by: Scott Arterburn

[Originally published on April 4, 2014.]

At the beginning of the year, I had to go to choosing investments that weren't individual stocks. I decided to invest in an all-Vanguard portfolio. Here are the results after the 1st quarter.

Stock/ Ticker %chg Annualized yield
BLV total 6.32% 7.99%
EDV total 3.97% 9.18%
MGV total 3.33% 19.53%
VBR 1.04% 22.09%
VCLT total 2.95% 2.76%
VCR 3.57% 22.96%
VDC 6.28% 43.16%
VDE 4.12% 126.71%
VIG total 5.96% 40.61%
VIS 1.30% 31.93%
VNQ total 2.42% 15.13%
VNQI 2.98% 18.85%
VOX 5.92% 40.33%
VPU 1.37% 18.63%
VPU 11.30% 58.34%
VTV 6.80% 47.29%
VWO total 6.66% 33.71%
VWOB 2.50% 23.91%
VXF 3.73% 24.04%
VXUS total 1.42% 20.16%
VYM total 2.39% 10.82%
VFH 1.40% 176.53%
VBK 1.68% 236.92%
Total 5.27% 23.46%
Click to enlarge

I have sold some of my positions in EDV, VFH, BLV. This has added 1-2% to my total. The percentage change and annualized gain also includes the dividends that have been reinvested. I have only included the % change and annualized gain as I want to keep the $$ amount invested private. I will update again at the end of the 2nd quarter.

Disclosure: I am long VBK, VPU.