Managed Funds Vanguard

Discussion in 'Shares & Funds' started by Redwing, 23rd Feb, 2017.

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  1. Nodrog

    Nodrog Well-Known Member

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    I’ve heard that Vanguard ETF statements may be available on 22 July.

    Also why I hate Prooerty Trusts, takes bloody forever to get tax statements.
     
    Nodrog, 17th Jul, 2019
    #241
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  2. Nodrog

    Nodrog Well-Known Member

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    Do remember this a family forum so hopefully not X rated.
     
    Nodrog, 17th Jul, 2019
    #242
  3. Nodrog

    Nodrog Well-Known Member

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    Cabin fever is definitely setting in:).
     
    Nodrog, 17th Jul, 2019
    #243
  4. SatayKing

    SatayKing Well-Known Member

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    Maybe @The Falcon is looking for some stocking products? I suppose either would do.
     
    SatayKing, 17th Jul, 2019
    #244
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  5. SatayKing

    SatayKing Well-Known Member

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    It is. On the medicalgoround and it's getting frustrating.
     
    SatayKing, 17th Jul, 2019
    #245
  6. Redwing

    Redwing Well-Known Member

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    From Vanguard

    Vanguard Annual Tax statement, please note these will be issued as follows:

    Your Wholesale managed funds statement will be available via Vanguard online from July 12th.

    Your Retail managed funds statement will be available via Vanguard online from July 22nd.

    Your ETF’s statement will be available via Computershare the week commencing July 22nd.
     
    Redwing, 17th Jul, 2019
    #246
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  7. SatayKing

    SatayKing Well-Known Member

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    Still waiting. Not BBOZ by any chance?
     
    SatayKing, 17th Jul, 2019
    #247
  8. qak

    qak Well-Known Member

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    Which of the Vanguard ETFs provide a tax statement, or how is this determined? I've been frustrated in the past by VEU and VTS not providing currency conversions for all the amounts on their distribution statements, and didn't think they had annual statements.
     
    qak, 17th Jul, 2019
    #248
  9. Redwing

    Redwing Well-Known Member

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    Vanguard Estimated Distributions
    VanguardEstimated Dividends.png
    [​IMG]
     
    Redwing, 1st Oct, 2019
    #249
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  10. Nodrog

    Nodrog Well-Known Member

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    Nodrog, 6th Oct, 2019
    #250
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  11. Redwing

    Redwing Well-Known Member

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    Fees dropped on VEU from 0.11% down to 0.09% (plus a swag of others)

    Link

    Edit..looking back I think it was .09 for VEU ETF around middle of the year?
     
    Last edited: 27th Dec, 2019
    Redwing, 27th Dec, 2019
    #251
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  12. DoggaPP

    DoggaPP Well-Known Member

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    Hmmm, so these are US based, so when will the costs be reduced in Australian based funds. Feeling impatient.
     
    DoggaPP, 29th Dec, 2019
    #252
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  13. Redwing

    Redwing Well-Known Member

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    The Heat is On

    Here's hoping for some reductions (and other news) in 2020
     
    Redwing, 29th Dec, 2019
    #253
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  14. Redwing

    Redwing Well-Known Member

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    VanguardEstimated DividendsJan2020.png

    Jan 2020
     
    Redwing, 1st Jan, 2020
    #254
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  15. Redwing

    Redwing Well-Known Member

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    Redwing, 23rd Jan, 2020
    #255
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  16. Redwing

    Redwing Well-Known Member

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    WSJ: The Huge Tax Bills That Came Out Of Nowhere At Vanguard

    The Huge Tax Bills That Came Out of Nowhere at Vanguard

    im-471793.gif

    Fury erupted on Bogleheads.org, a website popular among Vanguard investors. ...

    It happened because big clients left little ones holding the bag. Vanguard’s target funds come in more than one format. Smaller clients get the standard version; big customers like corporate retirement plans get an institutional version with identical holdings at a lower fee.

    At the end of 2020, Vanguard reduced the minimum investment in its institutional Target Retirement funds to $5 million from $100 million. That set off an elephant stampede, as multimillion-dollar corporate retirement plans got out of the standard target funds and into the institutional equivalents. (Clients have to sell out of one format to buy the other.) ...

    As big clients left, their sales caused the funds to offload some holdings, triggering capital gains—which could be distributed only to the dwindling group of investors who stuck around. Some had made the mistake of owning these funds in taxable accounts.
     
    Redwing, 3rd Mar, 2022
    #256
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  17. SatayKing

    SatayKing Well-Known Member

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    I find it rather curious investors in such products assume the provider is to be held responsible for their investment decisions. I do understand the why of it and the reason they are upset but it's interesting nevertheless.
     
    SatayKing, 3rd Mar, 2022
    #257
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  18. Paul@PAS

    Paul@PAS Tax, Accounting + SMSF + All things Property Tax Business Plus Member

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    Thats not true. Units values incorporate regular (daily / weekly) unit repricing for unrealised gains and losses and tax effects. Its not the case that the final unitholders realise all the gains. This same issue occurs with super funds for example. Typically a fund will reprice weekly and do investmnet choice changes once weekly to also reflect this pricing. You cant arbitrage other unitholders.
     
    Paul@PAS, 3rd Mar, 2022
    #258
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  19. Redwing

    Redwing Well-Known Member

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    Another opinion piece from a different viewpoint

    Lessons From Vanguard Target-Date’s Capital Gains Surprise

     
    Redwing, 4th Mar, 2022
    #259
  20. Nodrog

    Nodrog Well-Known Member

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    Target date funds are rubbish in my view for so many reasons. Might provide some protection from Sequence of Return Risk but at what cost to the rest of one's retirement.
     
    Nodrog, 4th Mar, 2022
    #260
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