Jeff DeMaso
461 posts
RIABiz Twofer: ESG and QEG
Over the past few months, I've covered how Vanguard's ability to buy utility stocks was threatened by a coalition of attorney generals arguing that Vanguard wasn't as passive an investor as the index giant claimed—most recently here. Vanguard was ultimately granted authorization to
WSJ | Vanguard Pays for Misleading Shareholders
I spoke with the Wall Street Journal about Finra slapping Vanguard on the wrist with an $800,000 fine.
Storm Clouds Clear
JUNE 2023 | Markets took the debt ceiling debate in stride, growth stocks beat value stocks and the municipal money market yield roller coaster slows. Plus, an article roundup and the IVA Factor Tracker.
Manager Merry-go-round
A deal on the debt ceiling | Vanguard fires itself | Wellington’s Abrams announces his retirement | Emerging Markets Select Stock picks up more managers | FINRA fines Vanguard
Avoiding Tax Bombs
Ignore a fund's turnover if you're trying to avoid a large capital gains distribution.
In Self-Demotion, Vanguard Picks Wellington Management
Vanguard fires itself from two multimanager funds.