Notable Vanguard Funds

[acksurf]

I am a Fidelity customer and considering opening up a taxable account at Vanguard. My primary interest is for Vanguards muni funds as well as access to other stalwarts such as Wellesley.  Are there any other funds that Vanguard has - either directly or through their supermarket - with equivalents not available through Fido?  I hate to complicate things but it feels like Vanguard has some options that Fidelity doesn't have.  Thoughts?

[chang]

Jun 23, 2021 0:58:15 GMT acksurf said:

I am a Fidelity customer and considering opening up a taxable account at Vanguard. My primary interest is for Vanguards muni funds as well as access to other stalwarts such as Wellesley.  Are there any other funds that Vanguard has - either directly or through their supermarket - with equivalents not available through Fido?  I hate to complicate things but it feels like Vanguard has some options that Fidelity doesn't have.  Thoughts?

I also expanded from Fido to VG a few years ago to tap some of their funds. My VG acct is for VG funds only; everything else is at Fido (Fido funds + other funds + ETFs, stocks, etc.).

There are too many "favorite" VG funds to list. You mentioned muni bond funds; yes VG's offerings are excellent. They also have dozens of fine, actively managed OEFs. Their index funds are no longer the cheapest and Fido's are just as good.

VG outsources management to third party subadvisors on many of their funds. Be sure to read the "Management" details on the "Portfolio" tab on the VG web page for any fund of interest.

[win1177]

Jun 23, 2021 0:58:15 GMT acksurf said:

I am a Fidelity customer and considering opening up a taxable account at Vanguard. My primary interest is for Vanguards muni funds as well as access to other stalwarts such as Wellesley.  Are there any other funds that Vanguard has - either directly or through their supermarket - with equivalents not available through Fido?  I hate to complicate things but it feels like Vanguard has some options that Fidelity doesn't have.  Thoughts?

Vanguard muni funds are nice (conservative) bond funds if you find yourself in higher tax brackets (like me). I really like their hi yield muni fund (VWALX). Also, their large cap value fund (VEIRX) has done very well over the years, it is the core fund in my wife’s trust account. Tends to buy wide moat dividend payers, slow and steady wins the race. Their index funds are also very solid. I you have “enough” at Vanguard, they give you free trades, etc. Not the “flashiest” website with all the bells and whistles, but a good place to have a brokerage account IMHO.

Win

[yogibearbull]

Vanguard bond funds are basic.

In muni bonds, there are inv-grade muni and HY-muni (really core-plus muni).

Vanguard has several good allocation/balanced funds - in various flavors.

Of course, the VG index funds and related ETF classes. You may find some index funds with lower ERs at Fido, Schwab, etc, but overall, VG has a wide selection of index funds (OEFs, ETFs) at very low ERs. That is almost 2/3 rd of VG business. Rest 1/3 rd is active funds - huge in absolute $s.

[nromsted]

I think that the Vanguard Tax-Managed Balanced Fund (VTMFX) is pretty unique and worthy of consideration for a taxable account.

[acksurf]

Thanks for the feedback everyone! I agree VTMFX seems compelling and one reason why I am looking to open a Vanguard account.