PGIA has filed to replicate Vanguard’s model, which if approved, could potentially apply to 20 products with about $100 billion spread across the mutual fund issuer's 5 US subsidiaries.

Pioneering quant investor Dimensional Fund Advisors has applied for a new fund structure that would give it a powerful tax advantage enjoyed exclusively by Vanguard Group for more than 20 years ...

Morgan Stanley Heats Up Race To Mimic Vanguard's Tax-Busting Funds. February 7, ... Mutual funds bled roughly $656 billion in 2023, while ETFs raked in $578 billion, ...

Vanguard even got a patent on the design, valid until 2023, so competitors can’t copy it. Rich Powers, Vanguard’s head of ETF product management, acknowledged the design’s tax advantages.

Vanguard is launching three fixed income exchange-traded funds, adding to its burgeoning bond fund lineup. Its newest entries ...

VTCLX - Vanguard Tax-Managed Capital App Adm - Review the VTCLX stock price, growth, performance, sustainability and more to help you make the best investments.

VTMFX - Vanguard Tax-Managed Balanced Adm - Review the VTMFX stock price, growth, performance, sustainability and more to help you make the best investments.

Vanguard Tax-Managed Balanced Fund made its debut in September of 1994, and since then, VTMFX has accumulated about $9.93 billion in assets, per the most up-to-date date available.

The Vanguard Tax-Managed Capital Appreciation Fund falls within Morningstar’s large-blend category. Funds in this category generally invest in U.S. large-cap stocks that are in the top 70 ...

Index fund giant Vanguard is taking a more active approach to managing money for ET investors in the bond market.

Vanguard Group, the largest mutual fund company, on Wednesday reached a $6.25 million settlement to resolve regulatory charges it failed to warn many fund investors that they would face ...

Vanguard upset some retail investors earlier this year when it hit them with surprise tax bills stemming from moves by its corporate clients to sell their higher-cost target-date funds and shift ...