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vanguard brokerage equity lending program


any comments\experience with vanguard's equity lending program?
seems like a potential source of no risk uncorrelated income, although likely small.
of course, vanguard doesn't disclose their cut, and i always wondered if they monetize customer limit orders.

Comments

  • There is a thread on securities lending at BB with Fido focus. VG (or Schwab) program should be similar. If you signup, you have to hold some hot securities.
    Even if you don't signup for securities lending program, your margin agreement allows brokers to lend your securities without your permission and without any compensation.
    https://big-bang-investors.proboards.com/thread/3061/securities-lending
  • vanguard has a decent FAQ.
    my offer is for a brok account with never enabled margin, options.
  • I lent TCAF and DFIV last month at Fido. It’s free money with no risk.
  • beebee
    edited April 8
    @chang,

    Can you share more details? Thanks.

    Are IRA accounts eligible?

    I found this link:
    https://fidelity.com/trading/fully-paid-lending
  • @bee that’s the program, just follow your link. Yes, both taxable and IRAs are eligible. I only earned 2-3% (annualized) but in some cases the rates are considerably higher. Check the thread on BB (see YBB’s post) for other experiences.
  • edited April 11
    HSA accounts must not be eligible….I have two Brokeragelink accounts attached to my workplace 40x, and an HSA. My Roth (and my parents’ IRAs) is at TDA (for 30 more days). It said I am ineligible (this is all at Fidelity).

    Does anyone know the link for Schwab’s lending program for future reference? Thanks. I can’t do much on Schwab yet (though I did create an account ID there ahead of the transfer).
  • Schwab Securities Lending
    https://www.schwab.com/securities-lending

    From related Schwab FAQs,
    https://www.schwab.com/securities-lending/faqs
    "Currently, most accounts are eligible. However, it should also be noted that employer‑sponsored retirement plan accounts like 401(k)s are not eligible under ERISA rules."
  • Do the proceeds require special treatment on tax returns?
  • I assume they will show up on your brokerage’s 1099.
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