Jun 15, 2024 · Vanguard recently sent an e-mail, apparently to all its remaining legacy account holders, who have yet to "transition" to Vanguard's preferred all-brokerage setup in which forced transition is said to happen within 30 days, where the account will thereafter be "locked" unless the account holder transitions him/herself, losing all configurations and settings, until …

Nov 26, 2024 · Use Vanguard, unless Vanguard tells you to use something different. Use the address that Vanguard tells you to use. I thinks it’s in Texas. For both of the above, tell Vanguard that you are sending money to them and the approximate amount. There’s a button for that on the Vanguard website. They will give you the above info.

Mar 25, 2017 · I’ve logged in to Vanguard a couple of times today. No issues. So, doesn’t affect 2fa apparently. The old one it is not on any of my contact lists, and I’ve never missed a text I’ve signed up for (that I know of, of course). I guess I don’t understand the issue. The old brain may have slowed a little since I retired.

Oct 4, 2024 · The Vanguard Group's family wide investment performance, as measured by fund rating services, has been above average. Vanguard reports the percentage number of its funds surpassing the returns of Lipper peer group averages over one, three, five, and ten year periods. The first tab in the following table provides results as of September 2018.

Aug 9, 2023 · 1. On Vanguard, download your transaction confirmations or whatever data you need to track your basis of noncovered shares. 2. Ask Vanguard to convert your mutual fund to ETF. This is a tax-free share class conversion. The original purchase date and basis of all lots remains the same.

Jan 13, 2025 · Vanguard's track record with dynamic asset allocation within its LifeStrategy funds was so bad during the 2009 financial crisis that the Vanguard Asset Allocation tactical component was dropped in 2011. Since then, LifeStrategy funds are …

Jan 5, 2025 · Does Vanguard release annual statements anymore for those who have had the brokerage account? Thank you Good Listener wrote: Sun Jan 05, 2025 7:22 pm Very helpful.

Feb 3, 2025 · I own Vanguard High-Yield Tax Exempt (VWAHX) in the general & insured municipal debt category as opposed to a fund in the high-yield municipal debt category. While its drawdown during the past three years matches those in the high-yield municipal debt category, its performance during the financial crisis was much better. It has a yield of 4.1%.

Dec 1, 2024 · The new CEO seems keen on rounding out Vanguard's bond offerings, which I think is good news. This is a great start. Personally, I would love to see: - An intermediate TIPS ETF (they do have a mutual fund, but no ETF) - A long-term TIPS ETF and mutual fund, to …

Oct 16, 2013 · And, as usual, Total Bond Market Index did not meet the 50%-of-assets threshold to get a partial state tax exemption in CA/CT/NY; taxable investors in those states looking for an intermediate-term general bond fund should use the Intermediate-Term …