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Vanguard index fund net security lending income (2017)

Vanguard has a policy of returning 100% of after expense security lending income to its mutual funds that lend securities. The Statement of Additional Information to a fund prospectus itemizes security lending income and expenses so that the net percentage

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Posted in indexing, Vanguard

Update: Vanguard brokerage commission expense (1994 – 2017)

Mutual funds that buy and sell stock incur costs on these transactions. These transaction costs are not included in a fund’s expense ratio. Transaction costs include brokerage commission expense, buy and sell spread costs, and market impact costs, Among these

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Posted in Market statistics, Mutual funds

Schwab index fund security lending in 2017

Schwab stock index funds earn additional income by lending securities to qualified institutional borrowers. A fund’s expenses are paid out of fund earnings. Given that the US tax code gives a tax preference to dividends that qualify for lower tax

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Posted in indexing, Schwab

Fidelity index fund security lending in 2018

Fidelity stock index funds earn additional income by lending securities to qualified institutional borrowers. A fund’s expenses are paid out of fund earnings. Given that the US tax code gives a tax preference to dividends that qualify for lower tax

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Posted in Fidelity, indexing

Bogleheads On Investing: Episode 002 – Special Guest Dr. David Blitzer, hosted by Rick Ferri

Episode 2 of Bogleheads on Investing features an insightful interview with Dr. David Blitzer, Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) with overall responsibility for index security selection, as well as index analysis

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Bogleheads On Investing: Episode 001 – Special Guest John C. Bogle, hosted by Rick Ferri

This fascinating podcast covers 65 years of John C. Bogle‘s life – from the early 1950s as a student at Princeton through today. The discussion includes his role as Wellington’s CEO, the formation of Vanguard and the first index mutual

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RTP Local Chapter Meetings in 2018

The Research Triangle Park Bogleheads®, North Carolina Local Chapter plans to hold three meetings in 2018. This entry will be updated for subsequent meetings. Bogleheads forum member Steve Thorpe recaps these meetings in this guest article. RTP, NC Chapter Meeting

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Vanguard fund-of-funds and investor shares

The Vanguard total market funds’ investor shares make it possible for Vanguard to offer its fund-of-funds for a direct cost of zero (0.00% ER). This, by the way, is why Vanguard can not offer “admiral shares” of the fund-of-funds because

Posted in Mutual funds, Target date funds

Review: The Bogleheads’ Guide to the Three-Fund Portfolio

The latest entry in the Bogleheads’ Guide series of investment books, The Bogleheads’ Guide to the Three-Fund Portfolio, by Taylor Larimore, published by Wiley, is a short book devoted to a simple portfolio (targeted to US investors) made up of

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Coming soon: “Bogleheads on Investing” podcasts

Mel Lindauer,  president of The John C. Bogle Center For Financial Literacy , made the following July 12, 2018 announcement: I’m thrilled to announce that The Bogle Center for Financial Literacy will be sponsoring an ongoing series of podcasts, hosted by

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Posted in Bogleheads
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