Vanguard

Advisor Upside

Stocks Hit Record Highs Every Three Days on Average in Q3

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Advisors and clients haven’t been chasing returns, though, instead smartly choosing to stay diversified.

2 min read

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Advisor Upside

What the Government Shutdown Means for Clients

What’s one little government closure on top of tariffs, geopolitical conflicts, and AI disruptions.

2 min read
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Advisor Upside

SEC Ready to Let Fund Shops Explore Their Dual Share-Class Natures

ETF share classes of mutual funds (and vice versa) could be approved in just two weeks, according to an agency notice posted Monday.

2 min read
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ETF Upside

Is Vanguard Coming Around to Crypto ETFs?

The company is reportedly considering adding third-party products to its brokerage,, but Vanguard said it hasn’t made any decisions.

2 min read

Advisor Upside

Advisors and Clients Just Don’t See Eye-to-Eye on the Economy

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The gap reflects a growing divergence in experiences and strategies.

1 min read

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ETF Upside

Vanguard Adds Long-Overdue Junk Bond ETF at Tricky Time

The company filled a hole in its fixed-income ETF line — but the timing may not be ideal, given relatively low yields in junk bonds relative to Treasurys, one observer said.

2 min read
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ETF Upside

Vanguard Bets ETF Buyers Willing to Pay Extra for Active

A set of Vanguard funds subadvised by Wellington will mark the first active stock-picking ETFs in the company’s fleet.

1 min read
Joseph Davis, Vanguard’s global chief economist and global head of the Investment Strategy Group.

Advisor Upside

Vanguard’s Joe Davis on AI and the ‘Second Half of the Chessboard’

While predicting the future of the global economy is anybody’s guess, today’s normal is unlikely to continue.

3 min read

Advisor Upside

VOO Becomes First ETF to Top $700 Billion in Assets

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The development illustrates Vanguard’s ongoing dominance in ETFs as well as client demand for low-cost, passive strategies.

1 min read

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ETF Upside

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read
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Markets

Fine Print: ETFs Born in Banner Year May Lack Staying Power

Issuers are pumping out funds to meet investor demand, but there’s a growing risk that many of the new ETFs will have short shelf lives.

2 min read
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Advisor Upside

Playing the Benchmarking Game With Allan Roth

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

4 min read

Advisor Upside

Vanguard Made a Single Acquisition. Now, It’s Getting Sued

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The complaint alleges Vanguard acted in bad faith by thwarting certain business deals post-acquisition.

2 min read

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ETF Upside

Vanguard Expands Fixed-Income Menu with 3 Treasury ETFs

The firm has launched nine total fixed-income ETFs this year.

2 min read
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ETF Upside

Vanguard Changes Leadership on 44 Funds, Including World’s Largest

Most of the affected Vanguard index mutual funds and ETFs have co-managers, but several are now operating under single portfolio managers.

1 min read
Photo via Connor Lin / The Daily Upside

ETF Upside

Vanguard Files for ETF Share Class Approval

The company on Wednesday joined the ranks of fund managers that have filed for exemptive relief to offer ETF share classes of mutual funds.

2 min read

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