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Tax Loss Harvesting Partners to Avoid Wash Sale

Posted: Tue Dec 25, 2018 1:31 pm
by bruingent
I currently hold and considering these partners for the purpose of Tax Loss harvesting:
1. VTI --partner--> VOO, SCHB, any other suitable alternative?
2. VXUS -----------> VTMGX and Other???

I'm open to other partners or other ETF alternatives. I have Vanguard and Charles Schwab Account.

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Posted: Tue Dec 25, 2018 1:35 pm
by Living Free
For US total stock index consider vanguard large cap index fund (mutual fund VLCAX, ETF ticker VV)
For total international stock index fund consider FTSE all world ex US index fund at vanguard (VFWAX for mutual fund or VEU for ETF)

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Posted: Tue Dec 25, 2018 2:09 pm
by HockeyFan99
Seconded Living Free.

I’ve used:

US: VTSAX > VLCAX > VFIAX
ex-US: VTIAX > VFWAX > VTMGX

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Posted: Tue Dec 25, 2018 3:41 pm
by fuquan
Any suggestions for what to move into if you get to the end of your US progression within 30 days (VTSAX > VLCAX > VFIAX) and want to TLH once more?

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Posted: Tue Dec 25, 2018 6:56 pm
by livesoft
Vanguard Cap Opportunity, but one can also use numerous ETFs from other non-Vanguard sponsors. (ooops, closed, sorry!)

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Posted: Tue Dec 25, 2018 7:05 pm
by PhysicianOnFIRE
fuquan wrote: Tue Dec 25, 2018 3:41 pm Any suggestions for what to move into if you get to the end of your US progression within 30 days (VTSAX > VLCAX > VFIAX) and want to TLH once more?
VTCLX (Vanguard Tax-Managed Capital Appreciation Fund) is a decent fourth fund.

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Posted: Tue Dec 25, 2018 7:09 pm
by 02nz
livesoft wrote: Tue Dec 25, 2018 6:56 pm Vanguard Cap Opportunity, but one can also use numerous ETFs from other non-Vanguard sponsors.
That fund is closed. Not sure if it’s accessible to Flaship, though.