Topic

Vanguard Co.

A collection of 103 posts

Quick Take

Alternative Costs

Did Alternative Strategies (VASFX) run into some trouble earlier this year? Some time between November 2021 and April 2022 Vanguard paid $637,000 into the fund to cover “higher-than-anticipated costs associated with short sale transactions.” As you may recall, the fund uses a variety of strategies to achieve a goal

| 2 min read
IVA Research

Who Are Vanguard’s Pros?

Vanguard has increasingly turned to outside help, and it’s costing shareholders millions.

| 1 min read
Quick Take

No More Cuts

Prices of goods and services of all shapes and sizes shot higher last year. Not even Vanguard, historically a cost-cutting machine, was able to buck the trend. Yes, costs (read, expense ratios) rose at Vanguard in 2022.

| 2 min read
IVA Research

How Clear Is Vanguard’s Crystal Ball?

Vanguard’s annual economic and market outlook has just been published and will no doubt garner some interest in part because it runs to almost 60 pages—long enough to suggest that it must be right. But quantity doesn’t always equal quality or accuracy!  So, if you’re going

| 5 min read
Weekly Brief

Ham-Handed Technology Woes

Supply chains on the mend | Vanguard at the bottom of J.D. Power survey | Vanguard sued over Target Retirement funds | U.S. Liquidity Factor ETF is liquidated

| 5 min read
Quick Take

Expenses At Stasis

The first batch of annual reports for a slew of Vanguard funds is out and, well, if you were hoping to see expenses falling, think again. The August fiscal year numbers are in. And out of 98 different share classes, just three saw expenses fall, while eight saw expenses rise.

| 1 min read