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…
Blog Archives
Under the hood – Vanguard international index funds in 2019
Tagged with: Security lending, Under the hood
Posted in International stocks, Market statistics, Vanguard
Posted in International stocks, Market statistics, Vanguard
Vanguard funds: per share distributions
The table below contains links to spreadsheets containing Vanguard mutual fund and exchange-traded fund annual per share distributions. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. Data derived from the EDGAR data base of fund…
Dividend Yield: Value vs. Growth
John Bogle, in various writings, argued that his decision to create value and growth index funds was based on meeting the tax, risk, and return needs of investment clienteles during their investment life cycles. Growth index funds were designed for…
Under the hood – Vanguard US stock index funds in 2018
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: index funds, Security lending, Under the hood
Posted in Indexing, Market statistics, Vanguard
Posted in Indexing, Market statistics, Vanguard
Under the hood – Vanguard international index funds in 2018
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…
Tagged with: Security lending, Under the hood
Posted in International stocks, Market statistics, Vanguard
Posted in International stocks, Market statistics, Vanguard
Vanguard Managed Payout fund tracking error
Tracking error is one measure of judging a fund manager’s performance. Managed Payout Fund The Managed Payout Fund is designed to give investors regular monthly payouts. The fund is intended to supplement other sources of retirement income. The Managed Payout…
Vanguard balanced index fund tracking error
Tracking error is the ultimate measure of judging an index fund manager’s performance. Since an index manager does not engage in security selection with an index fund, it is the manager’s transactional skill which distinguishes performance. For stock market allocations …
Vanguard index fund net security lending income (2017)
Vanguard has a policy of returning 100% of after expense security lending income to its mutual funds that lend securities. The Statement of Additional Information to a fund prospectus itemizes security lending income and expenses so that the net percentage…
Momentum and P/E vs. Market Cap visualizations for new Vanguard factor ETFs and others
This guest article is authored by Bogleheads forum member lack_ey. See this forum post for additional commentary. Vanguard’s factor funds, which launched in February 2018, provide yet another take on long-only factor investing within US stocks, joining similar mutual funds…
Vanguard podcast: Getting started: What would you tell your younger self?
Vanguard has initiated a new podcast series, The Planner and The Geek. The series includes audio podcast interviews with authors and experts who participated in the 2017 Bogleheads® 2017 Conference. The first podcast in the series, Getting started: What would…
- Episode 055: Edward Chancellor on economic history and today’s markets, host Rick Ferri March 3, 2023
- Episode 054: Christine Benz discusses taxes and safe withdrawal rates in retirement, host Rick Ferri January 29, 2023
- Episode 053: JL Collins on the simple path to wealth, host Rick Ferri December 27, 2022
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