Knowledge Base
Options, futures, alternatives, and active strategies for the portion of your portfolio that goes beyond buy-and-hold index investing.
42 articles in this category — page 1 of 4
No. As of 2025, Vanguard does not offer a dedicated CLO ETF. If you searched "Vanguard CLO ETF" expecting a specific ticker, you won't find one. The dominant players in this space are Janus Henderson (JAAA), BlackRock (CLOA), and AAM (CLOZ). Vanguard's publicly listed ETF lineup, as confirmed by the
Vanguard Charitable is one of the three largest donor-advised fund sponsors in the United States, and for donors already managing $5M+ portfolios, it deserves a clear-eyed evaluation rather than a brochure read. The core mechanics are well-suited to high-income years, concentrated stock positions, a
The Vanguard Floating Rate Fund (VFLRX/VFRLX) invests primarily in senior secured, below-investment-grade floating rate loans that reset periodically against SOFR. For investors managing $5M+ portfolios, the fund's low expense ratio and rate-sensitivity profile are genuinely useful. The tax treatmen
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
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. The actual market for Vanguard halal ETF options is a gap, not a product, and understanding what actually exists is
The short answer: no. Vanguard does not offer a pure-play gold ETF that tracks spot gold prices or holds physical bullion. What Vanguard does offer is equity-based exposure to the precious metals sector through two mutual funds. For a $5M+ portfolio, that distinction matters more than most articles
Vanguard custodial accounts give adults a straightforward mechanism to transfer assets to minors, but for families with $5M+ in net worth, the standard pitch misses the real planning questions: how does the kiddie tax erode the assumed benefit, when does a trust structure outperform a UGMA, and what
Vanguard Flagship Services splits into two tiers: Flagship ($1M to $5M) and Flagship Select ($5M+). If you're reading this, the second tier is the relevant one. The core proposition is a dedicated advisor, institutional-class fund access, and an advisory fee around 0.30% AUM, roughly one-third what
The Vanguard Wellesley Income Fund (VWINX) has run the same conservative playbook since 1970: roughly 60-65% investment-grade bonds, 35-40% dividend-paying equities, actively managed by Wellington Management. For this vanguard wellesley income fund review, the core question isn't whether the fund wo
Vanguard annuities are low-cost, straightforward contracts that can serve a specific role in a retirement income plan. For most people with $5M+ in investable assets, the honest question isn't whether Vanguard's fees are low. It's whether annuitizing any portion of that wealth makes structural sense
The short answer: not exactly. Vanguard does not administer HSAs directly to retail investors. Instead, it partners with third-party HSA custodians, most notably HealthEquity, which offer access to Vanguard funds inside their platforms. That structural layer matters because you pay both the custodia
A 1031 exchange lets you sell investment real estate and defer federal capital gains taxes by reinvesting the proceeds into a qualifying replacement property. Named after IRC Section 1031, the mechanism is straightforward in concept and genuinely complex in execution. For investors holding appreciat