Blog Archives

International Small-Caps and Vanguard funds

Vanguard manages two funds addressing the International Small-Caps market segment. The Vanguard International Explorer Fund (VINEX) is one of them. It was launched in Nov-96 by a UK investment company (Schroders PLC), then acquired by Vanguard in Mar-02, and it keeps operating as an active fund to this day.

More recently (Apr-09), Vanguard launched the Vanguard FTSE All-World ex-US Small-Cap Index Fund (VFSVX – also known as VSS in ETF form), a passive index fund.

This articles explores the differences between the two funds, as an attempt to help investors decide which one is best suited for them.

Posted in international stocks, Market history, Vanguard

Vanguard mid cap index fund tracking error

Tracking error is the ultimate measure of judging an index fund manager’s performance. Since an index manager does not engage in security selection with an index fund, it is the manager’s transactional skill which distinguishes performance. How well the manager

Tagged with:
Posted in Market statistics, Vanguard

Vanguard small cap index fund tracking error

Tracking error is the ultimate measure of judging an index fund manager’s performance. Since an index manager does not engage in security selection with an index fund, it is the manager’s transactional skill which distinguishes performance. How well the manager

Tagged with:
Posted in Market statistics, Vanguard

Vanguard US large cap index fund tracking error

Tracking error is the ultimate measure of judging an index fund manager’s performance. Since an index manager does not engage in security selection with an index fund, it is the manager’s transactional skill which distinguishes performance. How well the manager

Tagged with:
Posted in Market statistics, Vanguard

Vanguard bond index fund tracking error

The following tables provide tracking error data for Vanguard bond index funds. Tracking error is the ultimate measure of judging an index fund manager’s performance. Since bond indexes can include huge numbers of illiquid bonds, replicating an index is often

Tagged with: ,
Posted in Bonds, indexing, Vanguard

Under the hood – Vanguard US stock index funds

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication of a fund’s foreign tax credit; the level of security lending in each fund, and […]

Tagged with:
Posted in indexing, Market statistics, Vanguard

Vanguard Bond ETFs: a growth story

Vanguard introduced exchange-traded funds to bond investors in 2007 when they added an ETF share class to four bond index funds. In 2008 they added an extended maturity treasury fund consisting of zero coupon bonds. This new fund offered ETF

Tagged with:
Posted in Bonds, Vanguard

Vanguard International ETFs: a growth story

Vanguard has an extensive selection of international index exchange-traded funds (ETFs). The firm has added ETF share classes to a number of its long standing international funds (Europe, Pacific, Emerging Markets, Developed Markets, and Total International). It has also introduced

Tagged with: ,
Posted in international stocks, Vanguard

Vanguard US ETFs: a growth story

Vanguard introduced its first exchange-traded funds (ETFs) in 2001. As the first quarter of 2017 nears completion Vanguard has amassed 670 billion dollars in ETF assets, becoming the second largest ETF provider in the United States. While this growth is

Tagged with:
Posted in indexing, Vanguard

Under the hood – Vanguard international index funds

Vanguard issues annual reports for the firm’s international and global index funds on October 31 of each year. The reports provide information that can highlight some of the underlying conditions affecting a fund’s future capital gains distribution outlook; an indication

Posted in international stocks, Market statistics, Vanguard
September 2017
M T W T F S S
« Aug    
 123
45678910
11121314151617
18192021222324
252627282930  
Categories
Archives
Follow Financial Page on WordPress.com