Talk:Vanguard FTSE All-World ex-US Small-Cap Index Fund
From Bogleheads
Suggested Chronology of Fund Data Updates
Given the demands placed on editors for keeping wiki data current and updated, please use the following timelines for updating data. In most instances we can provide annual data once it becomes available, with links to the sites which can provide subsequent monthly data updates. This should help reduce the burden of editorial upkeep. Here is a suggested chronology for data updates.
- Fund returns and standard deviations should be reported on an annual basis, with links to the Vanguard web pages for current year-to-date updates.
- Fund accounting and tax distribution data should be reported on the fiscal year basis. A link to the Vanguard webpage can provide for the current status of these attributes.
- Fund expense ratio updates should be reported on the semiannual and annual report dates. We have usually made an internal note of the semiannual report er and then update all references of the er upon the annual report. The issuance of the annual report also allows one to estimate the foreign tax credit for international funds and estimate the return of capital distribution for REIT funds.
- Qualified dividend percentages are released after the end of the calendar year. Updates must wait for the data release. Late in the year, Vanguard provides estimates for qualified dividends, we can provide these links as they become available. These can be placed in the fund distribution pages.
- Fund brokerage commission expense is made available when the fund prospectus and statement of additional information (which is where brokerage commission expense is reported) is updated and released. Data for 2008 will become available by mid year 2009.
These directives should limit most data updates to the completion of the calendar year for updating returns, tracking error, and standard deviation; to the issuance of the annual reports for tax data; the issuance of semiannual and annual reports for expense ratios; and. when issued, the timely posting of final qualified dividend and brokerage commission data. Blbarnitz 09:19, 3 January 2009 (UTC)
Much of the discussion in this page can be incorporated into the FAQ on Vanguard International Funds#Both Total International and FTSE All-World ex-US lack small-cap stocks. What should I buy to fill that area?page, which currently reads as such:
Vanguard now has the Vanguard FTSE All-World ex-US Small-Cap Index Fund. If you use this fund, it is more natural to use FTSE All-World ex-US for your large-cap allocation, as the two funds track exactly complementary indexes.
As a starter, this might be a good merged version:
Vanguard now has the Vanguard FTSE All-World ex-US Small-Cap Index Fund. If you use this fund, it is more natural to use FTSE All-World ex-US for your large-cap allocation, as the two funds track exactly complementary indexes. Similar to the large cap fund, the FTSE All-World ex-US Small-Cap Index Fund contains both developed (including Canada) and emerging market stocks, which is the first of its kind. In addition, the broad index should make the fund relatively tax efficient and thus suitable for taxable accounts. Investors wishing to replicate the Total International Market, should hold this fund in a 1:9 ratio with Vanguard FTSE All-World ex-US Index Fund. This fund and other small cap international funds are listed in International Small-Cap.--Blbarnitz 18:04, 16 November 2009 (UTC)
