Tag: Under the hood

Vanguard offers four dividend index funds specifically designed for investors interested in dividend investing strategies. The firm offers US and Non-US dividend appreciation funds, as well as US and Non-US high yield dividend funds We shall examine the capital gains …

Under the hood: Vanguard Dividend index funds in 2019 Read More »

Tagged with:

Vanguard’s three tax-managed funds are specifically designed for taxable accounts. The funds attempt to avoid capital gains distributions and to provide tax advantaged income distributions. We shall examine the capital gains environment of the funds; the dividend income distributions; fund …

Under the hood: Vanguard Tax – Managed funds in 2019 Read More »

Tagged with:

Vanguard issues annual reports for the firm’s US stock index funds on December 31 of each year.[1] The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication of …

Under the hood – Vanguard US stock index funds in 2019 Read More »

Tagged with:

Vanguard issues annual reports for the firm’s US CRSP Mega Cap index funds on October 31 of each year.[1] These funds are available in exchange-traded and institutional shares, and are primarily targeted to the financial planner, brokerage, and institutional market.The …

Under the hood – Vanguard Mega Cap index funds in 2019 Read More »

Tagged with:

Vanguard issues annual reports for the firm’s US S&P and Russell index funds on October 31 of each year.[1] The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an …

Under the hood – Vanguard US S&P and Russell index funds in 2019 Read More »

Tagged with:

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year.[1] The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication …

Under the hood – Vanguard international index funds in 2019 Read More »

Tagged with:

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication of a fund’s foreign tax credit; the level of security lending in each fund, and […]

Tagged with: , ,

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication …

Under the hood – Vanguard international index funds in 2018 Read More »

Tagged with: ,

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication of a fund’s foreign tax credit; the level of security lending in each fund, and […]

Tagged with: , ,

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication …

Under the hood – Vanguard international index funds in 2017 Read More »

Tagged with: ,