1
vote
1answer
76 views

Does Vanguard grant admiral shares only on a per-account basis?

I want to hold Vanguard Total International Stock Index Fund in a Roth IRA and a taxable Vanguard account. Together they would total over $10k, but apart they would individually be under $10k. Both ...
3
votes
2answers
71 views

Is there any evidence that “growth”-style indexes and growth ETFs outperform their respective base indexes?

For example Vanguard has the Vanguard S&P 500 ETF and the Vanguard S&P 500 Growth ETF. Just looking at the returns, it looks like the growth ETF has outperformed the S&P 500 ETF: ... ...
5
votes
1answer
83 views

How does Vanguard determine the optimal asset allocation for their Target Retirement Funds?

Until 25 years before retirement, Vanguard Target Retirement Funds all have an identical asset allocation of 63% U.S. stocks, 27% international stocks, 8% U.S. bonds, and 2% international bonds. I ...
8
votes
2answers
294 views

Are there fees or penalties for holding less than $10K in a Vanguard Admiral Shares fund?

I currently have a large sum of cash in a "Rewards Account" at my credit union. The interest rate is at 2.75%. It seems to drop every year. It started out at over 4%. Basically, I am looking to find a ...
4
votes
2answers
53 views

Question about Tax Information from a Prospectus

I've been studying the prospectus for a Vanguard Index fund that I'm invested in, and I'm confused as to what percentage and what taxes I will end up paying. When the prospectus's tax information says ...
7
votes
1answer
215 views

Opened a Vanguard brokerage account. What do I need to keep track of for next year's taxes?

I know opening the account will not impact me for this tax season, but next year since I opened the brokerage account taxes will be a little different. What do I need to keep track of while I'm ...
3
votes
2answers
346 views

How do I properly pull my funds from one account and invest in another when I do not have a broker?

This is a follow-up to my previous question: My investment account is increasingly and significantly underperforming vs. the S&P 500. What should I do? Much of the advice I received pertained to ...