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Frequent Contributor

Vanguard Active Funds Under the Radar

https://investor.vanguard.com/mutual-funds/actively-managed?cmpgn=RIG:EM:CMPNG:RMPCMP:08012019:BTL:I...

Shhhh "Over the past 10 years, 88% of our actively managed funds performed better than their peer-group averages."

YBB
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Re: Vanguard Active Funds Under the Radar


@yogibearbull wrote:

https://investor.vanguard.com/mutual-funds/actively-managed?cmpgn=RIG:EM:CMPNG:RMPCMP:08012019:BTL:I...

Shhhh "Over the past 10 years, 88% of our actively managed funds performed better than their peer-group averages."


Yogi,

It seems that Vanguard does not list all their funds and ETFs on their personal investor page.  If I remember correctly you had mentioned a fund or ETF Vanguard not listed on their personal investor page and how to reach it.  

Can you direct me to that page on their website?

helmut

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Re: Vanguard Active Funds Under the Radar


@helmut wrote:


.....

Yogi,

It seems that Vanguard does not list all their funds and ETFs on their personal investor page.  If I remember correctly you had mentioned a fund or ETF Vanguard not listed on their personal investor page and how to reach it.  

Can you direct me to that page on their website?

helmut


Some advisor/institutional funds are found only on this website   https://institutional.vanguard.com/VGApp/iip/institutional/csa/investments/aggregateviews/all?vt=per...

YBB
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Re: Vanguard Active Funds Under the Radar


@yogibearbull wrote:

@helmut wrote:


.....

Yogi,

It seems that Vanguard does not list all their funds and ETFs on their personal investor page.  If I remember correctly you had mentioned a fund or ETF Vanguard not listed on their personal investor page and how to reach it.  

Can you direct me to that page on their website?

helmut


Some advisor/institutional funds are found only on this website   https://institutional.vanguard.com/VGApp/iip/institutional/csa/investments/aggregateviews/all?vt=per...


Thanks Yogi!

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Frequent Contributor

Re: Vanguard Active Funds Under the Radar

Yogi

USMV seems to have performed better than the actively managed primecap funds. I started both early January after your suggestion on USMV. So far, USMV has done better - at least in my case.

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Re: Vanguard Active Funds Under the Radar

 

Low fees and talented management teams (e.g. Wellington, Primecap, Baillie Gifford)
provide a considerable advantage. The problem with some actively managed Vanguard
funds is that they have too many investment advisors. If capacity is an issue, Vanguard
should just close active funds instead of adding additional advisors.

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Re: Vanguard Active Funds Under the Radar


@yogibearbull wrote:


Some advisor/institutional funds are found only on this website   https://institutional.vanguard.com/VGApp/iip/institutional/csa/investments/aggregateviews/all?vt=per...


I looked at most of the categories, but saw mainly the same funds as in the Investor/Admiral offerings but with incremental (tiny) improvements in ER - and $5m entry limits. Maybe I missed something interesting with an accessible entry point?

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Re: Vanguard Active Funds Under the Radar


@chang wrote:

@yogibearbull wrote:


Some advisor/institutional funds are found only on this website   https://institutional.vanguard.com/VGApp/iip/institutional/csa/investments/aggregateviews/all?vt=per...


I looked at most of the categories, but saw mainly the same funds as in the Investor/Admiral offerings but with incremental (tiny) improvements in ER - and $5m entry limits. Maybe I missed something interesting with an accessible entry point?


These are just high/v-high min classes of funds not visible in VG Investor sites. 

For example, people see some ETFs on Investor sites, but cannot find their corresponding VG funds because some VG ETFs are tied to VG institutional funds only [i.e. there are no Investor or Admiral classes]. Note that in the US, VG ETFs are patented classes of VG funds; overseas, VG has self-standing ETFs and may move in that direction in the US too.

Also, VG mutual funds and CITs available in retirement plans are seen here.

YBB
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Re: Vanguard Active Funds Under the Radar


@ECEPROF wrote:

Yogi

USMV seems to have performed better than the actively managed primecap funds. I started both early January after your suggestion on USMV. So far, USMV has done better - at least in my case.


I think there was a discussion whether min-volatility funds are gimmicky or offer some advantage. Using Sharpe Ratio, U/D CR, etc, I showed that min-volatility does offer advantages. For domestic space, USMV is better than SPLV in design and that may be why you chose USMV. FWIW, I have global min-volatility and currency-hedged VMVFX.

YBB
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