Is the Vanguard Floating Rate Fund Worth It at $5M+?
The Vanguard Floating Rate Fund (VFLRX/VFRLX) invests primarily in senior secured, below-investment-grade floating rate loans that reset periodically against SOFR.
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Why the Vanguard Healthcare Fund (VGHCX) Is Dropping
The Vanguard Healthcare Fund (VGHCX) has underperformed expectations in recent years, and the reasons go well beyond generic "macro headwinds." For investors holding $500K or more in this fund inside taxable accounts, the current drawdown is simultaneously a tax planning opportunity and a signal to
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Vanguard Has No NASDAQ Index Fund. Here Are the Workarounds.
Vanguard does not offer a pure NASDAQ index fund.
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Vanguard Trust Services Reviews: Good for Simple Estates, Poor for Complex Ones
Vanguard Trust Services reviews tend to cluster around two poles: Bogleheads who love the low-cost index approach, and advisors who note the service gaps that matter most above $5M.
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Principal vs Vanguard for a $5M+ Portfolio
The principal vs vanguard question looks simple until you run the numbers. Vanguard manages roughly $9 trillion in global assets with an average expense ratio on Admiral Share index funds as low as 0.
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How the Vanguard QCD Process Moves Up to $105K Tax-Free
The Vanguard QCD process lets you transfer up to $105,000 per year directly from your IRA to a qualified charity, excluding that amount from gross income entirely.
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Vanguard Has No Halal ETF. The Real Sharia-Compliant Options.
Let's clear this up immediately: as of 2024, Vanguard does not offer a dedicated halal ETF or any Sharia-compliant investment product. If you've read otherwise, that article was wrong.
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Vanguard 401(k) Withdrawal Rules for Seven-Figure Balances
Vanguard 401(k) withdrawal terms follow federal rules, but the tax math looks completely different when your account balance has seven figures.
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Why Your Vanguard Settlement Fund Cash Earns More Than a Bank Sweep
The Vanguard Federal Money Market Fund (VMFXX) is the default settlement fund for Vanguard Brokerage accounts.
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How the Vanguard Dynamic Spending Calculator Works for $5M Portfolios
The Vanguard dynamic spending calculator models a straightforward but powerful idea: your annual withdrawals flex within defined bands rather than staying fixed, so your portfolio survives bad markets without forcing you to sell into them. For a $5M+ portfolio, the mechanics matter more than the con
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Vanguard Quantitative Equity Group: How Its Factor Strategies Work
Vanguard built its reputation on passive indexing, so its Quantitative Equity Group (QEG) often surprises people.
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Is Vanguard FDIC Insured? Cash Sweep Coverage and the SIPC Gap
Vanguard is not a bank and carries no direct FDIC insurance.
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