Vanguard is threatening forced transition within 30 days.
Jun 15, 2024 · Vanguard recently sent an e-mail, apparently to all its remaining legacy account holders, who have yet to "transition" to Vanguard's preferred all-brokerage setup in which forced transition is said to happen within 30 days, where the account will thereafter be "locked" unless the account holder transitions him/herself, losing all configurations and settings, until …
Emailed Vanguard Proxy Vote Request Legitimate?
Dec 4, 2024 · DW received three (3) identical, simultaneous emails today (12/4/24), purportedly from Vanguard, titled "Proxy Vote - Vote your Vanguard fund shares today". and advising her that: Excerpt: The trustees of U.S.-domiciled Vanguard funds are requesting your vote on an important matter. VOTE TODAY
Vanguard Small Business Online will be retiring December 2024
Jan 7, 2018 · If you need info from your former Vanguard 401k or SIMPLE or multiple SEP employer account, get it now. "Notice from the Vanguard small business sign-in page: IMPORTANT: Small Business Online will be retiring December 2024. The last week to log in to this site will be the week of December 22, 2024.
Too Late to do a 2024 Roth Conversion @ Vanguard (12/30)?
Dec 30, 2024 · I have not done this at Vanguard, but another custodian. The new Vanguard brokerage accounts with their settlement accounts and T + 1 settlement dates may cause you problems now. I have been playing it safer this year, using only settlement or core cash accounts, and the "immediate transfer" is done at least one day ahead.
Vanguard, Convert from Mutual Funds to ETF? - Bogleheads.org
Aug 9, 2023 · 1. On Vanguard, download your transaction confirmations or whatever data you need to track your basis of noncovered shares. 2. Ask Vanguard to convert your mutual fund to ETF. This is a tax-free share class conversion. The original purchase date and basis of all lots remains the same.
How to get Vanguard balances as of a historical date?
Aug 9, 2020 · How to get Vanguard balances as of a historical date? Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills. 10 posts • Page 1 of 1
How safe is it to leave more than $250k in VMFXX: Vanguard …
Sep 14, 2022 · When the prime money fund was changed to the current strategy for VMRXX, the word from Vanguard was that VMRXX would be a govt MM fund like VMFXX but with a longer target average maturity. The idea would be that having less turnover lowers costs, and a little longer maturity would increase yield slightly.
Likely expat, what to do with Vanguard? [update] [Moving from US …
Jul 9, 2021 · [2021 thread bumped in 2022 --admin LadyGeek] update: (7-14-2021): I sent an internal message to Vanguard about disposition of accounts when moving to a Canadian residence (and the response might vary depending on the expat's country of residence).
How to send secure message to Vanguard - Bogleheads.org
Aug 2, 2022 · Honestly all the low-cost brokerages are better than Vanguard, and most will give you a bonus for transferring in funds. Vanguard's just not that interested in the retail brokerage business unless you want to pay them 0.3% for VPAS. You can convert most Vanguard stock index funds to ETF equivalents at Vanguard before transferring.
What is the "best" cost basis method to choose (Vanguard funds)
May 17, 2011 · Also, the Vanguard statement that you quote is a bit misleading. You can elect Specific ID for your covered shares, and use the average basis that Vanguard tracks automatically for your non-covered shares. (Any "election" you make online at Vanguard concerns only your covered shares.)