Search found 119 matches

by MFInvestor
Thu May 16, 2019 3:40 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Long Term Bond Index to charge 0.50% fee on purchases
Replies: 64
Views: 5605

Re: Vanguard Long Term Bond Index to charge 0.50% fee on purchases

Article in today's Philadelphia Inquirer on this topic: Why would anyone buy the Mutual Fund shares versus the ETF shares going forward. It appears that by buying the ETF shares you are avoiding a few of 0.50% starting July 10, 2019. This fee appears very steep when you consider that the expense rat...
by MFInvestor
Tue May 14, 2019 4:30 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Long Term Bond Index to charge 0.50% fee on purchases
Replies: 64
Views: 5605

Vanguard Long Term Bond Index to charge 0.50% fee on purchases

The following is from the Prospectus supplement dated 5/10/2019 for Vanguard Long Term Bond Index Fund "Effective July 10, 2019, the Fund will charge a 0.50% fee on all purchases of its Investor Shares and Admiral Shares, …" Doesn't apply to ETF shares This is a hefty fee when you consider that the ...
by MFInvestor
Sun May 12, 2019 8:01 pm
Forum: Investing - Theory, News & General
Topic: NYTs-"A Quirk of the Calendar Is Messing With Stocks"
Replies: 6
Views: 1655

Re: NYTs-"A Quirk of the Calendar Is Messing With Stocks"

Thank you for clarifying articpineapplecorp articpineapplecorp wrote: Or does the OP mean, not "starting" dates but "ending" dates of 6/30/18 and 3/31/19? If so, you'd be looking at 10 year returns from 6/30/08-6/30/18 which would be : https://quotes.morningstar.com/chart/fu ... A%5B%5D%7D and 3/31/...
by MFInvestor
Sun May 12, 2019 10:08 am
Forum: Investing - Theory, News & General
Topic: NYTs-"A Quirk of the Calendar Is Messing With Stocks"
Replies: 6
Views: 1655

NYTs-"A Quirk of the Calendar Is Messing With Stocks"

"A Quirk of the Calendar Is Messing With Stocks" https://www.nytimes.com/2019/05/09/business/10-year-stock-window.html?searchResultPosition=1 Vanguard.com is currently showing the 10 year return for Index 500 Admiral as of 3/31/2019 at 15.90%. Looking at the semi-annual report that is on the website...
by MFInvestor
Wed May 01, 2019 6:55 am
Forum: Investing - Theory, News & General
Topic: [How ETFs use "Heartbeat trades" to avoid taxes, Vanguard's patent]
Replies: 90
Views: 5309

Bloomberg--Vanguard Patented a Way to Avoid Taxes on Mutual Funds

[Thread merged into here, see below. --admin LadyGeek] Bloomberg article 5/1/2019 "Vanguard Patented a Way to Avoid Taxes on Mutual Funds" Interesting article. My favorite phrase "Although the dialysis machine has attracted little notice outside Vanguard, it has been controversial within the firm, ...
by MFInvestor
Sun Apr 28, 2019 9:42 pm
Forum: Investing - Theory, News & General
Topic: WSJ--How Schwab Ate Wall Street
Replies: 82
Views: 9103

WSJ--How Schwab Ate Wall Street

"How Schwab Ate Wall Street The firm was a discount broker for amateurs. Then its CEO turned it into a personal-finance supermarket that’s dragging rivals in its wake." Interesting article on the evolution and success of Schwab from lower commissions, banking, advice and ETFs. Are “Schwabbies” like ...
by MFInvestor
Sun Apr 28, 2019 1:42 pm
Forum: Investing - Theory, News & General
Topic: Barron's writes--Vanguard Keeps Some of Its Cheapest Funds Out of Reach for Fidelity Customers
Replies: 10
Views: 2057

Barron's writes--Vanguard Keeps Some of Its Cheapest Funds Out of Reach for Fidelity Customers

"Vanguard Keeps Some of Its Cheapest Funds Out of Reach for Fidelity Customers" https://www.barrons.com/articles/vanguard-lowest-cost-funds-fidelity-retirement-schwab-51556315451 "As a longtime Fidelity customer (and former writer for its web site), I’ve long appreciated the company’s customer servi...
by MFInvestor
Thu Apr 04, 2019 9:31 am
Forum: Investing - Theory, News & General
Topic: Vanguard Announces Plans to Launch Commodities Fund
Replies: 148
Views: 12700

Vanguard Announces Plans to Launch Commodities Fund

Vanguard Announces Plans to Launch Commodities Fund https://www.prnewswire.com/news-releases/vanguard-announces-plans-to-launch-commodities-fund-300824779.html Where have you gone, Jack Bogle A nation turns its lonely eyes to you VALLEY FORGE, Pa., April 4, 2019 /PRNewswire/ -- Vanguard today filed ...
by MFInvestor
Wed Apr 03, 2019 8:12 am
Forum: Investing - Theory, News & General
Topic: New Bipartisan retirement bill [to upgrade 401k plans]
Replies: 17
Views: 2622

New law would raises the age for required mandatory distributions from 70 1/2 to 72.

[merged into existing locked thread - moderator prudent] "House committee unanimously passes bill to upgrade 401(k) plans amid 'retirement income crisis'" https://www.msn.com/en-us/money/retirement/house-committee-unanimously-passes-bill-to-upgrade-401-k-plans-amid-retirement-income-crisis/ar-BBVxl...
by MFInvestor
Fri Feb 22, 2019 10:26 am
Forum: Investing - Theory, News & General
Topic: Fidelity Posts Record Revenue, Profit Despite Market Swoon Firm’s operating income rose 19% to $6.3 billion in 2018,
Replies: 2
Views: 421

Fidelity Posts Record Revenue, Profit Despite Market Swoon Firm’s operating income rose 19% to $6.3 billion in 2018,

"Fidelity Posts Record Revenue, Profit Despite Market Swoon Firm’s operating income rose 19% to $6.3 billion in 2018, and revenue increased 12% to $20.4 billion" https://www.wsj.com/articles/fidelity-posts-record-revenue-profit-despite-market-swoon-11550773262 The WSJ and others are reporting this t...
by MFInvestor
Sat Feb 16, 2019 2:58 pm
Forum: Investing - Theory, News & General
Topic: Fidelity reports-The number of 401(k) and IRA millionaires declined. The number of people with $1 million or more in the
Replies: 47
Views: 5229

Re: Fidelity reports-The number of 401(k) and IRA millionaires declined. The number of people with $1 million or more in

by SavageAmusement » Fri Feb 15, 2019 7:27 am Does anyone know if Vanguard publishes similar information? If so, how does its statistics compare to Fidelity’s? SavageAmusenet an annual report is published by Vanguard. It is very detailed and consist of 112 pages. This is a link to the report: ( I h...
by MFInvestor
Thu Feb 14, 2019 11:00 am
Forum: Investing - Theory, News & General
Topic: Fidelity reports-The number of 401(k) and IRA millionaires declined. The number of people with $1 million or more in the
Replies: 47
Views: 5229

Fidelity reports-The number of 401(k) and IRA millionaires declined. The number of people with $1 million or more in the

The following is from A Fidelity Press Release issued January 31, 2019 "FIDELITY Q4 2018 RETIREMENT ANALYSIS: MARKET SHAKE-UP IMPACTS ACCOUNT BALANCES, BUT INVESTORS “STAYED THE COURSE” DESPITE VOLATILITY" https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/press-release/fidelity-q4-2...
by MFInvestor
Wed Feb 13, 2019 10:42 pm
Forum: Investing - Theory, News & General
Topic: Morningstar article-"Can Vanguard Remain Alone?"
Replies: 10
Views: 2038

Morningstar article-"Can Vanguard Remain Alone?"

"Can Vanguard Remain Alone?" Interesting Morningstar article today. https://www.morningstar.com/articles/912928/can-vanguard-remain-alone.html Solo Act Historically, Vanguard has competed in a league of its own. Its rivals have battled over one segment of the marketplace, while Vanguard has controll...
by MFInvestor
Thu Jan 03, 2019 3:29 pm
Forum: Investing - Theory, News & General
Topic: Vanguard To Liquidate Convertible Securities Fund
Replies: 25
Views: 2228

Re: Vanguard To Liquidate Convertible Securities Fund

Some commentary from Investment News regarding the fund closing: https://www.investmentnews.com/article/20190103/FREE/190109988/vanguard-shutters-1-billion-mutual-fund "Vanguard shutters $1 billion mutual fund Convertible securities fund to be liquidated because it attracted the wrong kind of invest...
by MFInvestor
Thu Jan 03, 2019 11:37 am
Forum: Investing - Theory, News & General
Topic: Vanguard To Liquidate Convertible Securities Fund
Replies: 25
Views: 2228

Vanguard To Liquidate Convertible Securities Fund

"Vanguard To Liquidate Convertible Securities Fund" https://www.prnewswire.com/news-releases/vanguard-to-liquidate-convertible-securities-fund-300772427.html VALLEY FORGE, Pa., Jan. 3, 2019 /PRNewswire/ -- Vanguard today announced that the $962.5 million Vanguard Convertible Securities Fund has been...
by MFInvestor
Mon Dec 31, 2018 12:27 pm
Forum: Investing - Theory, News & General
Topic: Philadelphia Inquirer article--"What to expect from mutual funds giant Vanguard in 2019"
Replies: 1
Views: 751

Philadelphia Inquirer article--"What to expect from mutual funds giant Vanguard in 2019"

"What to expect from mutual funds giant Vanguard in 2019" Philadelphia Inquirer December 31, 2018 http://www.philly.com/business/vanguard-stocks-john-bogle-yardeni-yield-curve-20181231.html Investor wishes? Here are a few they’d like from the markets in 2019. Two outstanding wishes start with our lo...
by MFInvestor
Tue Dec 18, 2018 11:52 am
Forum: Investing - Theory, News & General
Topic: Vanguard plans to merge the $15.1 billion Vanguard Morgan Growth Fund into $10.2 billion Vanguard U.S. Growth Fund
Replies: 5
Views: 1178

Re: Vanguard plans to merge the $15.1 billion Vanguard Morgan Growth Fund into $10.2 billion Vanguard U.S. Growth Fund

Investment News thoughts on the merger: "Vanguard combines two strong funds creating a $25 billion large-cap growth portfolio" https://www.investmentnews.com/article/20181217/FREE/181219944/vanguard-combines-two-strong-funds-creating-a-25-billion-large-cap Fund mergers happen all the time, but what'...
by MFInvestor
Mon Dec 17, 2018 10:26 am
Forum: Investing - Theory, News & General
Topic: Vanguard plans to merge the $15.1 billion Vanguard Morgan Growth Fund into $10.2 billion Vanguard U.S. Growth Fund
Replies: 5
Views: 1178

Vanguard plans to merge the $15.1 billion Vanguard Morgan Growth Fund into $10.2 billion Vanguard U.S. Growth Fund

"Vanguard To Merge Growth Funds And Change Advisory Teams Of Three Stock Funds " Press Release: https://www.prnewswire.com/news-releases/vanguard-to-merge-growth-funds-and-change-advisory-teams-of-three-stock-funds-300767374.html VALLEY FORGE, Pa., Dec. 17, 2018 /PRNewswire/ -- Vanguard today announ...
by MFInvestor
Sun Dec 02, 2018 12:48 pm
Forum: Personal Finance (Not Investing)
Topic: "The Steak Dinner Annuity Pitch"
Replies: 68
Views: 7949

New York Times--We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased.

[merged into existing thread - moderator prudent] "We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased." Has anyone ever attended one of these meetings? I seem to get an offer every week. https://www.nytimes.com/2018/11/30/your-money/retirement-annuities-steak-dinner.html "LOS ANGE...
by MFInvestor
Mon Nov 26, 2018 10:58 am
Forum: Investing - Theory, News & General
Topic: Fidelity’s zero-fee campaign spurs $6.6bn of inflows Boston manager outsells Vanguard by more than 40% in October after
Replies: 58
Views: 5527

Fidelity’s zero-fee campaign spurs $6.6bn of inflows Boston manager outsells Vanguard by more than 40% in October after

"Fidelity’s zero-fee campaign spurs $6.6bn of inflows Boston manager outsells Vanguard by more than 40% in October after aggressive price cuts" Financial Times I wonder when the last time Fidelity had larger monthly fund flows then Vanguard occurred? It appears that investors are taking to Fidelity'...
by MFInvestor
Tue Nov 06, 2018 1:52 pm
Forum: Investing - Theory, News & General
Topic: Vanguard website "unavailable during weekend of Nov 3"
Replies: 203
Views: 19005

Re: Vanguard website "unavailable during weekend of Nov 3"

Thank you Elena and Lady Geek for sharing this article from Philly.com Quite the title: "Vanguard’s website goes dark over the weekend, prompting the Bogleheads to rage online" http://www2.philly.com/philly/business/bogleheads-vanguard-website-john-bogle-tim-buckley-fidelity-20181105.html Post by La...
by MFInvestor
Sat Nov 03, 2018 6:15 pm
Forum: Investing - Theory, News & General
Topic: Vanguard website "unavailable during weekend of Nov 3"
Replies: 203
Views: 19005

Re: Vanguard website "unavailable during weekend of Nov 3"

I'm just learning of the Vanguard website being down for maintenance when I tried to logon. This is the message that I received when I tried to logon after I entered my User Name and Password. Personal Investors We're sorry. The page you requested could not be found. If you used a bookmark or a favo...
by MFInvestor
Mon Oct 15, 2018 12:35 pm
Forum: Investing - Theory, News & General
Topic: Press Release 10/15/18--Fidelity Launches New Company Fidelity Digital Assets
Replies: 2
Views: 919

Press Release 10/15/18--Fidelity Launches New Company Fidelity Digital Assets

Fidelity® Launches New Company, Fidelity Digital Assets New Company to Provide Enterprise-Grade Digital Asset Solutions for Institutional Investors https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/press-release/Fidelity-Digital-Assets-Launch-102018.pdf NEW YORK, October 15, 2018 – ...
by MFInvestor
Sun Oct 14, 2018 2:35 pm
Forum: Investing - Theory, News & General
Topic: Vanguard website problems [Transactions won't go through, 500 error...]
Replies: 101
Views: 5294

Re: Vanguard website problems [Transactions won't go through, 500 error...]

The Financial Times has an article on this problem: "Anger grows over Vanguard's technical malfunctions " https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=newssearch&cd=9&cad=rja&uact=8&ved=0ahUKEwiViZXy1obeAhVpZN8KHXrmD-kQqQIIQygAMAg&url=https%3A%2F%2Fwww.ft.com%2Fcontent%2Fe5e45b61-b161-3546...
by MFInvestor
Fri Sep 21, 2018 11:33 am
Forum: Investing - Theory, News & General
Topic: Over 120 Vanguard funds go transaction free at E*trade
Replies: 34
Views: 4239

E*TRADE Adds More Than 120 No-Load,(Vanguard) No-Transaction-Fee Mutual Funds to Its Platform

[merged into existing topic - moderator prudent] In June they had added 32 Vanguard ETFs. https://www.businesswire.com/news/home/20180920005405/en/E*TRADE-Adds-120-No-Load-No-Transaction-Fee-Mutual-Funds E*TRADE Adds More Than 120 No-Load, No-Transaction-Fee Mutual Funds to Its Platform, Now Totali...
by MFInvestor
Thu Sep 20, 2018 9:13 am
Forum: Investing - Theory, News & General
Topic: New [Vanguard] environmental, social, governance (ESG) ETFs
Replies: 25
Views: 2244

Sept 20--Vanguard Expands ESG Fund Offerings With Low-Cost ESG ETFs

[merged into existing topic - moderator prudent] Vanguard Expands ESG Fund Offerings With Low-Cost ESG ETFs Press Release September 20, 2018 "VALLEY FORGE, PA (September 20, 2018) — Vanguard today added to its current environmental, social, and governance (ESG) fund offering with Vanguard ESG U.S. ...
by MFInvestor
Tue Sep 18, 2018 11:35 am
Forum: Investing - Theory, News & General
Topic: [New Vanguard website layout starting Saturday, August 11]
Replies: 133
Views: 10681

Re: [New Vanguard website layout starting Saturday, August 11]

I am continuing to see the new website display when I logon which I am not a fan of. For those of you that are seeing the new display and prefer the old display I stumbled upon the following when logged on that allows you to see the old display. 1) Logon to account and the new display is presented. ...
by MFInvestor
Fri Aug 31, 2018 10:42 am
Forum: Investing - Theory, News & General
Topic: Today in market history
Replies: 6
Views: 718

This Day In Market History: Vanguard Launches First Index Fund For US Retail Investors 8/31/1976

[merged MFInvestor's post into this existing thread - moderator prudent] "This Day In Market History: Vanguard Launches First Index Fund For US Retail Investors" Assets have grown from $11.3 million to $434 billion. Thank you Jack Bogle. https://www.benzinga.com/general/education/18/08/12290408/thi...
by MFInvestor
Wed Aug 29, 2018 10:30 am
Forum: Investing - Theory, News & General
Topic: Bogleheads mentioned in NYTs article--We’re All Afraid to Talk About Money. Here’s How to Break the Taboo.
Replies: 1
Views: 683

Bogleheads mentioned in NYTs article--We’re All Afraid to Talk About Money. Here’s How to Break the Taboo.

"We’re All Afraid to Talk About Money. Here’s How to Break the Taboo." https://www.nytimes.com/2018/08/28/smarter-living/how-to-talk-about-money.html Many of us grow up learning that money is one of a few topics — like politics, sex and religion — that you should avoid in polite company. You don’t ...
by MFInvestor
Tue Aug 21, 2018 9:19 am
Forum: Investing - Theory, News & General
Topic: You Invest from JP Morgan [free trades offer]
Replies: 75
Views: 6800

Discount broker stocks dive on news J.P. Morgan Chase to offer free trading

[Merged this topic and its replies into the existing thread - moderator prudent] "Discount broker stocks dive on news J.P. Morgan Chase to offer free trading " https://www.marketwatch.com/story/discount-broker-stocks-dive-on-news-jp-morgan-chase-to-offer-free-trading-2018-08-21 Shares of discount b...
by MFInvestor
Sun Aug 12, 2018 5:19 pm
Forum: Investing - Theory, News & General
Topic: [New Vanguard website layout starting Saturday, August 11]
Replies: 133
Views: 10681

Re: [New Vanguard website layout starting Saturday, August 11]

Logging onto my account for the first time in several days and noticing the changes that are being discussed here. I was alarmed until I found this topic being discussed here. Surprisingly I have not received any notification from Vanguard regarding these changes nor can I find anything on the websi...
by MFInvestor
Sat Aug 11, 2018 11:40 am
Forum: Investing - Theory, News & General
Topic: New York Times--Fidelity Tries Luring Investors With 2 No-Fee Funds. So What’s the Catch?
Replies: 1
Views: 651

New York Times--Fidelity Tries Luring Investors With 2 No-Fee Funds. So What’s the Catch?

"Fidelity Tries Luring Investors With 2 No-Fee Funds. So What’s the Catch?" https://www.nytimes.com/2018/08/10/business/fidelity-mutual-funds-fees.html?rref=collection%2Fsectioncollection%2Fbusiness&action=click&contentCollection=business®ion=rank&module=package&version=highlights&contentPlacemen...
by MFInvestor
Sat Aug 11, 2018 11:31 am
Forum: Investing - Theory, News & General
Topic: New York Times--Vanguard Warns of Worsening Odds for the Economy and Markets
Replies: 67
Views: 10436

New York Times--Vanguard Warns of Worsening Odds for the Economy and Markets

"Vanguard Warns of Worsening Odds for the Economy and Markets" https://www.nytimes.com/2018/08/10/business/vanguard-recession-economy.html The chances of a recession by the end of 2020 are mounting. And the prospects for the American stock market in the next decade have worsened appreciably. Those ...
by MFInvestor
Wed Jul 25, 2018 2:53 pm
Forum: Investing - Theory, News & General
Topic: WSJ--Vanguard Sent Erroneous Text Messages to Some 401(k) Customers Messages said loans had been processed
Replies: 12
Views: 1315

WSJ--Vanguard Sent Erroneous Text Messages to Some 401(k) Customers Messages said loans had been processed

July 25, 2018 WSJ Vanguard Sent Erroneous Text Messages to Some 401(k) Customers Messages said loans had been processed against clients’ retirement savings Money management giant Vanguard Group sent some of its 401(k) customers erroneous text messages Tuesday evening saying that the firm processed l...
by MFInvestor
Sun Jul 15, 2018 10:39 am
Forum: Investing - Theory, News & General
Topic: Taylor's New Book: The Bogleheads' Guide to The Three-Fund Portfolio
Replies: 232
Views: 42635

New York Times review of "The Lazy Person’s Guide to Successful Investing"

"The Lazy Person’s Guide to Successful Investing" New York Times review 7/15/2018 https://www.nytimes.com/2018/07/13/business/the-lazy-persons-guide-to-successful-investing.html It really is a shame that Taylor Larimore chooses to use the word “Boglehead” in the title of his compelling new book: “T...
by MFInvestor
Thu Jun 28, 2018 10:52 am
Forum: Investing - Theory, News & General
Topic: Vanguard Files For Two New ESG ETFs (Environmantal,Social and Governance)
Replies: 0
Views: 371

Vanguard Files For Two New ESG ETFs (Environmantal,Social and Governance)

Vanguard Files For Two New ESG ETFs Press Release: https://www.prnewswire.com/news-releases/vanguard-files-for-two-new-esg-etfs-300673191.html VALLEY FORGE, Pa., June 27, 2018 /PRNewswire/ -- Vanguard today filed a preliminary registration statement with the Securities and Exchange Commission for V...
by MFInvestor
Mon Jun 11, 2018 5:59 pm
Forum: Investing - Theory, News & General
Topic: VEREIT® Enters Into Settlement Agreement and Release with Vanguard
Replies: 0
Views: 412

VEREIT® Enters Into Settlement Agreement and Release with Vanguard

I wonder what this means to shareholders? Will the $90 million be returned to them. Is this for the Vanguard Real Estate Index fund? Press Release VEREIT® Enters Into Settlement Agreement and Release with Vanguard https://www.prnewswire.com/news-releases/vereit-enters-into-settlement-agreement-and-r...
by MFInvestor
Fri Jun 08, 2018 12:27 pm
Forum: Investing - Theory, News & General
Topic: "Vanguard boosts employee profit-sharing as assets surge "--"Vanguard Internal Dividend up Most Since 1997-Adviser"
Replies: 5
Views: 1191

"Vanguard boosts employee profit-sharing as assets surge "--"Vanguard Internal Dividend up Most Since 1997-Adviser"

"Vanguard boosts employee profit-sharing as assets surge " Philadelphia Inquirer--June 8, 2018 — 10:30 AM EDT http://www.philly.com/philly/blogs/inq-phillydeals/vanguard-boosts-profit-sharing-as-earnings-surge-20180608.html Vanguard Group, the giant Malvern-based investment manager, told employees ...
by MFInvestor
Sun Jun 03, 2018 3:00 pm
Forum: Investing - Theory, News & General
Topic: New York Times-Fidelity, Bruised From Crises, Searches for Life After Mutual Funds
Replies: 12
Views: 2468

Re: New York Times-Fidelity, Bruised From Crises, Searches for Life After Mutual Funds

Livesoft-- In 2005 the average weighted expense ratio of Vanguard funds was 0.22%. In 2017 the average weighted expense ratio of Vanguard funds was 0.11%. Hypothetically, if their assets increased from $2 trillion to $4 trillion their revenue would have remained the same. I say hypothetically becaus...
by MFInvestor
Thu May 31, 2018 1:04 pm
Forum: Investing - Theory, News & General
Topic: New York Times-Fidelity, Bruised From Crises, Searches for Life After Mutual Funds
Replies: 12
Views: 2468

New York Times-Fidelity, Bruised From Crises, Searches for Life After Mutual Funds

Fidelity, Bruised From Crises, Searches for Life After Mutual Funds May 27, 2018 Link to article: https://www.nytimes.com/2018/05/27/business/fidelity-mutual-funds.html The following jumped out to me from the article: "Since 2014, Fidelity’s revenue has increased to $18 billion from $14.9 billion a...
by MFInvestor
Mon May 21, 2018 9:57 am
Forum: Investing - Theory, News & General
Topic: Vanguard Announces Plans To Launch Total World Bond ETF
Replies: 30
Views: 4745

Vanguard Announces Plans To Launch Total World Bond ETF

Vanguard Announces Plans To Launch Total World Bond ETF Press Release May 21, 2018 9:15 AM https://www.prnewswire.com/news-releases/vanguard-announces-plans-to-launch-total-world-bond-etf-300651727.html VALLEY FORGE, Pa., May 21, 2018 /PRNewswire/ -- Vanguard today filed a preliminary registration ...
by MFInvestor
Tue May 08, 2018 6:22 am
Forum: Investing - Theory, News & General
Topic: "TD scores sweet exclusive deal with Vanguard that includes RIAs managing otherwise self-directed 401(k) accounts"
Replies: 2
Views: 640

"TD scores sweet exclusive deal with Vanguard that includes RIAs managing otherwise self-directed 401(k) accounts"

"TD Ameritrade scores sweet exclusive deal with Vanguard that includes RIAs managing otherwise self-directed 401(k) accounts" RIABiz 5/7/2018 https://riabiz.com/a/2018/5/8/td-ameritrade-scores-sweet-exclusive-deal-with-vanguard-that-includes-rias-managing-otherwise-self-directed-401k-accounts A few ...
by MFInvestor
Mon May 07, 2018 8:28 am
Forum: Investing - Theory, News & General
Topic: WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs
Replies: 51
Views: 8189

WSJ--Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs

"Fidelity Employees Fired After Alleged Misuse of Reimbursement Programs In some instances, employees purchased computer equipment and immediately canceled their orders but still collected the company’s reimbursement " https://www.wsj.com/articles/fidelity-employees-fired-after-alleged-misuse-of-rei...
by MFInvestor
Thu May 03, 2018 4:52 pm
Forum: Investing - Theory, News & General
Topic: Morningstar--Manager Exit Triggers Downgrade At Giant Vanguard Fund(Vanguard Short-Term Investment Grade )
Replies: 10
Views: 2003

Morningstar--Manager Exit Triggers Downgrade At Giant Vanguard Fund(Vanguard Short-Term Investment Grade )

Morningstar--Manager Exit Triggers Downgrade At Giant Vanguard Fund(Vanguard Short-Term Investment Grade ) Alaina Bompiedi 03 May 2018 http://www.morningstar.com/articles/863217/manager-exit-triggers-downgrade-at-giant-vanguard-.html Vanguard Short-Term Investment Grade provides consistent exposure ...
by MFInvestor
Mon Apr 23, 2018 5:30 pm
Forum: Non-US Investing
Topic: U.S. Investment Giant(Vanguard) Brings Its Low-Cost Revolution to China
Replies: 6
Views: 791

U.S. Investment Giant(Vanguard) Brings Its Low-Cost Revolution to China

U.S. Investment Giant Brings Its Low-Cost Revolution to China Bloomberg 4/23/2018 https://www.bloomberg.com/news/articles/2018-04-23/vanguard-s-5-trillion-low-cost-revolution-is-heading-to-china Vanguard Group amassed $5.2 trillion of client assets and revolutionized the U.S. investment industry by ...
by MFInvestor
Thu Apr 12, 2018 2:47 pm
Forum: Investing - Theory, News & General
Topic: WSJ--Fidelity Is Revamping How It Charges You for Financial Advice
Replies: 14
Views: 2467

Re: WSJ--Fidelity Is Revamping How It Charges You for Financial Advice

goingup wrote: (I read the article yesterday but today I can't get past the paywall to reread.) Do you think that means the underlying funds won't have expense ratios? I can't imagine how that would work. If so, that's lower cost than Vanguard's PAS, which charges .30 in addition to the fund ERs. J...
by MFInvestor
Thu Apr 12, 2018 9:14 am
Forum: Investing - Theory, News & General
Topic: WSJ--Fidelity Is Revamping How It Charges You for Financial Advice
Replies: 14
Views: 2467

WSJ--Fidelity Is Revamping How It Charges You for Financial Advice

Fidelity Is Revamping How It Charges You for Financial Advice Changes mark the latest attempt by a large wealth manager to make its fees more transparent Wall Street Journal April 11, 2018 https://www.wsj.com/articles/fidelity-is-rethinking-how-it-charges-you-for-financial-advice-1523439001?mod=sea...
by MFInvestor
Tue Apr 10, 2018 9:47 am
Forum: Investing - Theory, News & General
Topic: Vanguard sued for [failing to charge market rates to and then paying taxes on services to its mutual funds]
Replies: 806
Views: 152759

Back in the news--Vanguard whistleblower David Danon tells court how he warned the company on its taxes

[Thread merged into here, see below. --admin LadyGeek] "Vanguard whistleblower David Danon tells court how he warned the company on its taxes " Philadelphia Inquirer April 9, 2018 http://www.philly.com/philly/blogs/inq-phillydeals/vanguard-group-david-danon-mutual-funds-income-tax-fraud-whistleblow...
by MFInvestor
Tue Mar 27, 2018 6:48 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard sends out erroneous "not enough money in settlement fund" notice]
Replies: 94
Views: 8013

Re: Concerns with Vanguard

Article on this issue: There is also another set of posts on this issue under the following listing: Vanguard "system issue" 3/27/18 [erroneous "not enough money in settlement fund" notice https://www.bogleheads.org/forum/viewtopic.php?f=1&t=245408&newpost=3850915&view=unread#unread Vanguard wrestle...
by MFInvestor
Tue Mar 27, 2018 6:43 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard sends out erroneous "not enough money in settlement fund" notice]
Replies: 94
Views: 8013

Re: Vanguard "system issue" 3/27/18 [erroneous "not enough money in settlement fund" notice]

Article on this issue: Vanguard wrestles with new service problems Tech glitch sends out erroneous emails to retail customers [/b] http://www.investmentnews.com/article/20180327/FREE/180329922/vanguard-wrestles-with-new-service-problems Vanguard investors complained Monday about getting erroneous me...