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Vanguard VIF Conservative Allocation
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
What is this?
As of 2022-05-31
Out of 427
Allocation--30% to 50% Equity Funds
Style Box™
What is this?
As of 2022-05-31
As of 2022-05-31
Total Fund Assets ($ Mil)
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks to provide current income and low to moderate capital appreciation.
The fund invests in a mix of Vanguard mutual funds and other portfolios of Vanguard Variable Insurance Funds according to an asset-allocation strategy that reflects an allocation of approximately 60% of the fund's assets to fixed-income securities and 40% to common stocks. The targeted percentage of the fund's assets allocated to the underlying asset classes is: 42% U.S. fixed-income securities; 18% large-cap U.S. stocks; 18% foreign fixed-income securities;16% foreign stocks; 6% small- and mid-cap U.S. stocks.
  Morningstar Category: Allocation--30% to 50% Equity
Funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes, including stocks, bonds, and cash. These moderately conservative strategies prioritize preservation of capital over appreciation. They typically expect volatility similar to a strategic equity exposure between 30% and 50%. 
  Investment Risks
Fund of Funds: An investment option with mutual funds in its portfolio may be subject to the expenses of those mutual funds in addition to those of the investment option itself.
  Portfolio Profile
Asset Allocation
% of Net Assets
U.S. Stocks 24.2
Non-U.S. Stocks 16.0
Bonds 58.0
Cash 1.3
Other 0.6
Total 100.0
Asset Allocation Long/Short/Net Graph
Data through 2022-05-31
Morningstar Equity Sectors
% of Stocks
Cyclical 35.46
Basic Materials 5.14
Consumer Cyclical 10.74
Financial Services 15.87
Real Estate 3.71
Sensitive 42.43
Communication Services 7.41
Energy 5.25
Industrials 10.59
Technology 19.18
Defensive 22.11
Consumer Defensive 6.91
Healthcare 12.15
Utilities 3.05
Data through 2022-05-31
Morningstar Fixed-Income Sectors
% Fund
Government 48.53
Corporate 20.09
Securitized 14.78
Municipal 0.41
Cash & Equivalents 1.92
Other 14.27
Data through 2022-05-31
Credit Analysis
% Bonds
AAA 56.11
AA 9.85
A 17.13
BBB 16.03
BB 0.00
B 0.00
Below B 0.51
Not Rated 0.36
Data through 2022-05-31
Credit Analysis Graph
Holding Status
Total Number of Stock Holdings 0
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 100.05
Turnover % (as of 2021-12-31) 12.00
30 Day SEC Yield % 2.33
Top Holdings
Sector Country Maturity Date Market Value ($000) % of Net Assets
Vanguard VIF Total Bond Mkt Idx --- USA --- 198,663 41.61
Vanguard VIF Equity Index --- USA --- 99,328 20.80
Vanguard Total Intl Bd Idx Admiral™ --- USA --- 84,165 17.63
Vanguard Total Intl Stock Index Admiral --- USA --- 77,796 16.29
Vanguard Extended Market Index Admiral --- USA --- 17,756 3.72
Data through 2022-05-31
  Principal Risks   
Hedging Strategies, Prepayment (Call), Currency, Foreign Securities, Loss of Money, Not FDIC Insured, Country or Region, Income, Interest Rate, Market/Market Volatility, Equity Securities, Fixed-Income Securities, Management
Show Risk Definitions
  Other Information
Inception Date: 2011-10-19
Portfolio Manager(s)
William A. Coleman   (2013-02-22)
William A. Coleman, CFA, Portfolio Manager at Vanguard. He has worked in investment management since joining Vanguard in 2006 and has co-managed the Conservative Allocation and Moderate Allocation Portfolios since 2013. Education: B.S., King’s College; M.S., Saint Joseph’s University.
Walter Nejman   (2013-02-22)
Walter Nejman, Portfolio Manager at Vanguard. He has been with Vanguard since 2005; has worked in investment management since 2008; and has co-managed the Communication Services Index, Health Care Index, Industrials Index, and Information Technology Index Funds since 2015. Education: B.A., Arcadia University; M.B.A., Villanova University.
Investment Advisor(s)
Vanguard Group Inc
Show Data Definitions

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