Archive for February, 2007

Vanguard FTSE All-World ex USA Index

Wednesday, February 28th, 2007

According to this post on the “Diehards in the Vanguard” forum, the Vanguard FTSE All-World ex USA index funds and ETF will start trading soon. This information comes from the SEC filing here.
For the mutual fund version (ticker VFWIX), the expense ratio is 0.40%, with a purchase fee of 0.25%, and a redemption fee of […]

Review of Wells Fargo’s free trade account application

Tuesday, February 27th, 2007

I recently applied for Wells Fargo’s Portfolio Management Account (PMA) account in order to get in on their free trade program. The following is my application experience.

2/20. Applied online in the morning. Funded checking account with $500 from the Fidelity 529 credit card (this will be coded as a purchase and is eligible for your […]

The value of Vanguard Flagship status has diminished

Monday, February 26th, 2007

For many years, Vanguard’s Flagship status has been a target which I have strived to reach. Vanguard’s Flagship is supposed to reward investors who keep a seven-figure portfolio with Vanguard with “personal assistance, significant cost savings, and expert advice”.
For Vanguard investors who already have Voyager status (at least $250k invested with Vanguard), the benefits of […]