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my guess is that if you no longer have a named vanguard personal rep (when logged in) with a specific phone#, then something happened.
our rep usually calls back and keeps scheduled appointments. if we need to speak with someone immediately, it see…
despite my growing disappointment with vanguard, the personal reps have been consistently patient and accommodating for my parents that are often unable to find\complete tasks (and not just recently !) on the website.
yogibearbull,
thx for all the pointers and opinions on these tools.
am trying to estimate which best fits my needs for re-allocating all grouped family holdings with respect to asset-class in a tax efficient manner (without spending hundreds of hour…
thx. am wondering if FactSet , or the like, has such.
simply out of curiosity, how\why did MFO choose strike a data provider deal with Lipper? best for fund coverage?
am interested in knowing if anyone retained their free access TD stock and fund analysis tools (e.g., NewConstructs,CreditSuisse...), plus added any new ones from schwab.
thx msf.
not sure how they count TRP fund assets once you have closed an account there.
seems silly to have to re-open an account just to convert into I class shares.
would far prefer new money go to PRCHX . am deep into the risk-adjusted stage.
downside :
-not an ETF.
-unlikely that managers would utilize its nimble size to stray from their holdings elsewhere.
does anyone have handy the criteria for TRP Summi…
also as i ~3 decade flagship user, dropping integrated banking services was when i noticed the steep decline in vanguard :
- vanguard themselves added the burden of tens of millions of small accounts by relentless promotion of index products, lower…
It's not 'Admiral' status that restricts transfer, but some rule regarding certain active managed funds such as some by Primecap.
Odds are that if purchases of those have restrictions other than a min amt floor, transfers are prohibited. These are…
am a GMO philosophy fan, but not of their expensive offerings.
here is what didn't happen :
45 years ago, GMO had only one fund based on their quality metrics, and never needed to offer anything else.
vanguard has been the same for many years, with 2 main PDFs. its up to individuals to track down the federal and state gov related income and distributions that may be relevant to tax filing.
TRPRice has online tables that need be parsed.
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there was nothing pre-existing at fidelity. all family member accounts had been consolidated at vanguard, including retirement. some institutional class shares, and admiral shares, were involved.
even though there was more than sufficient liquidit…
yes, failed to move to fidelity custody in 2022. attempted entire holdings, all or nothing, for multi-client family. fidelity tried very hard, and would select them otherwise.
link works fine for me.
note that many manage a fraction of the fund, and its listed but not sortable by %.
still , been looking for this a long time and better organized than usual for vanguard.
~35% in u.s. gov bonds, maybe less in feb as AUM @ 2.5X since new
via vanguard :
----------------------------
Month end 10 largest holdings-12/31/2023
Rank Holdings % of fund
1 United States Treasury Notes 4.5% 17.13%
2 T. Rowe Price Gov. Reserve 1…
mfo does not describe how PRCFX is built up, but if it is somehow via PRWCX assets, then again i must ask what could be the attraction to legacy investors. same question, if new seeded cash simply replicates PRWCX.
the delta or non-identical holdin…
am interested in knowing why the new PRCFX would be appealing to existing long-tenured PRWCX holders.
A. most importantly, it does not seem giroux will be using this unique time to go into small-mid cap space, given the very low ~$25M AUM. everyt…
quick question : how must one query mfopremium to list all advised and subadvised vehicles? (e.g., Wellington, oaktree, primecap, etc...)
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Having gone through this exercise a few years ago when vanguard unfairly dropped their decently integrated banking services, I was on the verge of moving to Fidelity and hit 2 roadblocks :
1. their may be some funds that are restricted from transfer…
