Topic

Quick Take

A collection of 37 posts

Quick Take

IVA QUICK TAKE | Vanguard Platform to Shutter

Vanguard is shutting down its legacy mutual fund account platform at the end of 2025.

| 3 min read
Quick Take

Vanguard’s Expanding Muni Lineup

My take on Vanguard’s plans to launch its first two actively managed municipal bond ETFs—Short Duration Tax-Exempt Bond ETF and Core Tax-Exempt Bond ETF.

| 2 min read
Quick Take

Vanguard Reduces Head Count at Emerging Markets Select Stock

Vanguard fired Oaktree from Emerging Markets Select Stock—ending their nearly 30-year-long relationship.

| 2 min read
Quick Take

The Doctor Is Out

Longtime Health Care manager Jean Hynes will step away from portfolio management duties at the end of the year. Her co-manager, Rebecca Sykes, will take over the active sector fund.

| 2 min read
Quick Take

Vanguard Delivers a Partial PRIMECAP Reopening

Vanguard reopens PRIMECAP and PRIMECAP Core.

| 1 min read
Quick Take

Explorer Value Gets a New Explorer

Vanguard replaces Cardinal Capital with Wellington Management at Explorer Value.

| 2 min read