Tax Loss Harvesting Partners to Avoid Wash Sale

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bruingent
Posts: 79
Joined: Fri Aug 02, 2013 8:58 am

Tax Loss Harvesting Partners to Avoid Wash Sale

Post 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.
Living Free
Posts: 542
Joined: Thu Jul 19, 2018 7:31 pm

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Post 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)
HockeyFan99
Posts: 123
Joined: Wed May 22, 2013 8:53 pm

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Post by HockeyFan99 »

Seconded Living Free.

I’ve used:

US: VTSAX > VLCAX > VFIAX
ex-US: VTIAX > VFWAX > VTMGX
"I'm spending a year dead for tax reasons." - Hotblack Desiato
fuquan
Posts: 4
Joined: Mon Dec 17, 2018 8:39 am

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Post 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?
livesoft
Posts: 73516
Joined: Thu Mar 01, 2007 8:00 pm

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Post by livesoft »

Vanguard Cap Opportunity, but one can also use numerous ETFs from other non-Vanguard sponsors. (ooops, closed, sorry!)
Last edited by livesoft on Tue Dec 25, 2018 7:08 pm, edited 1 time in total.
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PhysicianOnFIRE
Posts: 465
Joined: Fri Jan 08, 2016 3:46 pm
Location: Up North

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Post 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.
02nz
Posts: 5697
Joined: Wed Feb 21, 2018 3:17 pm

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Post 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.
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