Access to research and tools

From personalized portfolio views to fund research and thought leadership, Vanguard provides resources designed to help consultants work more efficiently—delivering deeper insights and stronger outcomes for plan sponsors.

Consultant Hub

Access your entire client portfolio in a single dashboard view with plan information, reporting data, investment performance, and other helpful resources at your fingertips.

Consultant Hub login

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We get it: your clients’ success is our success. We know your time and expertise are your greatest assets, so we’ve enhanced our consultant digital experience to make it easier for you to do your job. Say hello to Vanguard’s Consultant Hub, our secure digital resource designed specifically to meet all your consulting needs. From thought leadership to data analytics and reporting, you’ll have everything you need right at your fingertips. Starting from the Hub homepage, you’ll have access to the tools you need to make a difference for your clients. Access your book of business for a comprehensive view of your entire Vanguard client portfolio, with enhanced navigation and search capabilities that make analysis intuitive and straightforward. Dive deep into secure plan summary data to make informed recommendations while protecting sensitive information. Bolster your expertise with Vanguard Viewpoints, our destination for proprietary thought leadership that offers strategic perspectives on industry, regulatory, and investment topics. Stay current with our timely resources page, featuring relevant news and retirement industry alerts that may affect your clients and their participants, as well as valuable data not available on our public site. We recognize the important role you play in the retirement success of our mutual clients. That’s why we continually enhance the Hub based on your feedback. Together, we can help plan sponsors unlock the full potential of their retirement plans and deliver financial well-being to their participants. To get started, scan the QR code or send us an email at consultantrelations@vanguard.com.

No fees to join or use the Consultant Hub.
Your entire client portfolio in one unified dashboard view.
Quick access to plan information and data.
Thought leadership tailored to the consultant audience.
Our secure site gives you protected access to critical information that can help you better support your clients.

Explore our full fund list with one simple tool

Our fund list tool lets you sort and filter to focus on the funds that interest you. You can look at a variety of fund information from benchmark comparison to commentary, quarterly and monthly performance, and daily high/low price change data.

Fund list

Research active fund managers

Look up a Vanguard fund, a firm, or a specific manager, and see corresponding time on fund, time in industry, and percentage of managed data.

Look up managers now

Build a custom fund list around attributes you choose

See a snapshot of each fund so you can keep tabs on its performance. Create a custom report with the details that are most important to you.

Build a report now

Compare funds

Select up to five products and compare across various characteristics, including performance and risk measures.

Compare funds now

Explore thought leadership

Get fresh perspectives on the markets with data-driven insights to inform smarter decisions.

Vanguard Viewpoints

Insights library

Let’s talk

Your Vanguard team is here to offer guidance and support to help you and your clients achieve the best possible outcomes. Enter your email below and we’ll be in touch shortly.

Advice

All investing is subject to risk, including the possible loss of the money you invest.