Jeff DeMaso

570 posts

IVA Research

Nine Ways to Hold Cash at Vanguard

Money market funds, bank sweeps and a Treasury ETF: How Vanguard's cash options stack up.

| 13 min read
IVA Research

SpaceX in the Haystack

MAILBAG | Which Vanguard funds own SpaceX, how much, and why nearly all of it landed in index funds that weren't even trying.

| 8 min read
Weekly Brief

Climbing Markets, Falling Fees

Real GDP grows 2.1%, stocks hit their 27th record high | Vanguard kills its last loads

| 4 min read
IVA Research

Why PRIMECAP Looks Like a Momentum Fund (But Isn't)

How one stock PRIMECAP bought in 1998 turned into the fund's biggest position—and its biggest headache.

| 10 min read
Monthly Recap

Too Close to the Sun

AUGUST 2026 | The year’s hottest trades got their wings clipped in July. Plus, Malvern updates, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 13 min read
Weekly Brief

Not Fully Fixed

Tech takes a breather | Vanguard’s new Chairman | RMD emails miss the mark | WVB funds launch (but not for most of us)

| 5 min read