PGIA has filed to replicate Vanguard’s model, which if approved, could potentially apply to 20 products with about $100 billion spread across the mutual fund issuer's 5 US subsidiaries.

Pioneering quant investor Dimensional Fund Advisors has applied for a new fund structure that would give it a powerful tax advantage enjoyed exclusively by Vanguard Group for more than 20 years ...

Vanguard Group Inc., the investment giant famous for low-cost index funds, is seeking regulatory approval to expand its signature tax-saving fund structure — as anticipation grows that the ...

Vanguard Group Inc., the investment giant famous for low-cost index funds, is seeking regulatory approval to expand its signature tax-saving fund structure — as anticipation grows that the ...

Morgan Stanley Heats Up Race To Mimic Vanguard's Tax-Busting Funds. February 7, ... Mutual funds bled roughly $656 billion in 2023, while ETFs raked in $578 billion, ...

Vanguard even got a patent on the design, valid until 2023, so competitors can’t copy it. Rich Powers, Vanguard’s head of ETF product management, acknowledged the design’s tax advantages.

The Vanguard Long-Term Tax-Exempt Fund is designed specifically for these high-income investors. As of November 27, 2023, the fund has assets totaling almost $14.90 billion invested in 3,498 ...

Vanguard Group, the largest U.S. manager of mutual fund assets, agreed to pay $40 million to settle a lawsuit claiming it stuck ordinary investors in its popular target-date retirement funds with ...