Vanguard is threatening forced transition within 30 days.
Jun 15, 2024 · Vanguard recently sent an e-mail, apparently to all its remaining legacy account holders, who have yet to "transition" to Vanguard's preferred all-brokerage setup in which forced transition is said to happen within 30 days, where the account will thereafter be "locked" unless the account holder transitions him/herself, losing all configurations and settings, until …
The Vanguard Group - Bogleheads
Oct 4, 2024 · The Vanguard Group was founded on September 24, 1974 by its first Chairman, John Bogle.. The firm is based in Malvern, Pennsylvania and offers a wide range of financial products and services, including mutual funds, exchange-traded funds (ETFs), brokerage services, institutional and personal retirement plan services, college savings programs, …
2024 Year-end Distribution Estimates - Bogleheads.org
Nov 11, 2024 · ETF’s have a special mechanism that allows them to avoid distributing capital gains. And Vanguard mutual funds with an ETF share class can also take advantage of that mechanism. Note that there are only two ETF’s in Vanguard’s document that are estimated to distribute capital gains, and their percentages are very small.
Too Late to do a 2024 Roth Conversion @ Vanguard (12/30)?
Dec 30, 2024 · I have not done this at Vanguard, but another custodian. The new Vanguard brokerage accounts with their settlement accounts and T + 1 settlement dates may cause you problems now. I have been playing it safer this year, using only settlement or core cash accounts, and the "immediate transfer" is done at least one day ahead.
What happened to Vanguard's Portfolio Watch? - Bogleheads.org
Nov 13, 2024 · PROVIDED; HOWEVER, our clients (i) only own Vanguard Funds (Portfolio Watch only works for Vanguard Funds); (ii) pay for Personal Advisory Services; don't expect answers to questions about reductions in client services; and(iii) don't try to reach us on weekends or before 8:00 am or after 8:00pm. Now that's meeting clients' needs.
Most secure Two factor authentication out of Fidelity, Vanguard ...
Apr 14, 2021 · Vanguard offers the use of hardware keys (Yubikey) but since they allow a SMS backup, it doesn't provide any additional security. (SMS two factor authentication has its own set of problems.) If there is another brokerage that offers better security and can hold Vanguard ETFs at no cost, I'm all ears. Thanks Bogleheads!
Setting up Passkeys on Vanguard Site Worked for me
Apr 27, 2012 · FYI, I ran into a problem using a Passkey to log into Vanguard (Chrome browser). I added a Passkey a couple months ago (saved in 1Password) on my aging Win 10 laptop. It worked great. However, I just got a new Win 11 laptop, and despite installing 1Password, could not log onto Vanguard using Chrome (also tried MS Edge).
How to get Vanguard balances as of a historical date?
Aug 9, 2020 · How to get Vanguard balances as of a historical date? Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills. 10 posts • Page 1 of 1
Performing a rollover from TSP to Vanguard? - Bogleheads.org
Nov 26, 2024 · Use Vanguard, unless Vanguard tells you to use something different. Use the address that Vanguard tells you to use. I thinks it’s in Texas. For both of the above, tell Vanguard that you are sending money to them and the approximate amount. There’s a button for that on the Vanguard website. They will give you the above info.
Vanguard, Convert from Mutual Funds to ETF? - Bogleheads.org
Aug 9, 2023 · 1. On Vanguard, download your transaction confirmations or whatever data you need to track your basis of noncovered shares. 2. Ask Vanguard to convert your mutual fund to ETF. This is a tax-free share class conversion. The original purchase date and basis of all lots remains the same.