Vanguard

ETF

Sustainability ETFs Still Shining Despite Investor Pullback. Here are the 4 Largest

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Despite White House policy changes, some ESG exchange-traded funds are generating outsized returns, and analysts have an optimistic outlook.

3 min read

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ETF Upside

Vanguard Climbs the Bond Ladder With Latest Launch

The bond ladder ETFs come with a target date and can help advisors build income for clients’ major life events.

2 min read
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ETF

6 Affordable ETFS for Dividend Aristocrats

Company dividends are a crucial part of a stock’s total return. These ETFs track firms with strong records of quarterly payouts.

2 min read
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Advisor Upside

Stocks Hit Record Highs Every Three Days on Average in Q3

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

2 min read

Advisor Upside

What the Government Shutdown Means for Clients

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

2 min read

ETF Upside

Vanguard Adds Long-Overdue Junk Bond ETF at Tricky Time

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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
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Advisor Upside

VOO Becomes First ETF to Top $700 Billion in Assets

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

1 min read

ETF Upside

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

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

2 min read

Photo via Thomas Fuller/ZUMAPRESS/Newscom

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
Photo illustration by Connor Lin / The Daily Upside

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
Photo via Rafael Henrique/ZUMAPRESS/Newscom

Advisor Upside

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

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

2 min read

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