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Vanguard - preliminary cap gains estimates are out
11-11-2014, 02:04 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Jul 2006
Location: Denver
Posts: 3,518
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Vanguard - preliminary cap gains estimates are out
For my funds, the estimates are way higher than last year!
https://personal.vanguard.com/us/ins...l-gains-112014
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11-11-2014, 02:13 PM
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#2
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Thinks s/he gets paid by the post
Join Date: Jan 2008
Posts: 1,671
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I only have one fund left that is active. And I'm still sitting on a load of losses that I harvested in 2009 so I think I'm good.
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11-11-2014, 02:19 PM
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#3
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,363
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None of my funds are on the list. Includes Total Stock, 500 index, FTSE All-World ex-US Index. Not that I care, but a bit strange.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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11-11-2014, 02:19 PM
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#4
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Full time employment: Posting here.
Join Date: Jan 2014
Location: Austin
Posts: 661
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Wow, those are some large numbers!
For my four funds (Energy, Health, Wellesley, Wellington) it looks like the CG distribution and final quarter dividends will pretty much fund my entire expense budget for 2015.
I suppose that's a good thing? 
__________________
ER'd 6/1/2014 @ age 53. Wow, is it already 2022?
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11-11-2014, 02:43 PM
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#5
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,708
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 Quote:
Originally Posted by pb4uski
None of my funds are on the list. Includes Total Stock, 500 index, FTSE All-World ex-US Index. Not that I care, but a bit strange.
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Those funds all have ETF asset classes, so the capital gains are all washed through the ETF. One of the real advantages of an ETF.
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11-11-2014, 02:58 PM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,363
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But they are not on the ETF list either. Not sure I understand what you mean.
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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11-11-2014, 03:10 PM
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#7
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,708
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Quote:
Originally Posted by pb4uski
But they are not on the ETF list either. Not sure I understand what you mean.
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All three of the funds you referenced have mutual fund and ETF asset classes. An ETF is able to exchange shares without recognizing capital gains, so most ETFs never realize capital gains, which is one of their key attractions. Vanguard is the only company that has ETFs that are also mutual funds, so the mutual fund doesn't register cap gains because the ETF class was able to eliminate them. You get the same increase in NAV and fund value but only record capital gains when you sell, not when the fund transacts.
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11-11-2014, 04:29 PM
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#8
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2005
Posts: 10,252
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^Yep, I like that I am not getting any capital gains in my taxable accounts that I did not realize myself.
But what about the breakdown of qualified versus non-qualified dividends? Rumor has it that some funds in the past that were 100% qualified dividends might only be 70% qualified in 2014.
Dividends are so pesky. I hate them. (And before you ask: No, I am not giving them to you.)
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11-11-2014, 05:47 PM
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#9
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,139
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Wow! I already noticed that cap gains paid out through 10/31 were 85% higher than same period last year!
__________________
Retired since summer 1999.
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11-12-2014, 05:06 AM
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#10
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2006
Location: Washington, DC
Posts: 11,327
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I don't see anything leading to a table in the linked page. Just a bunch of other Insight articles. When I search VG I get a link to the same page but no data.
__________________
Idleness is fatal only to the mediocre -- Albert Camus
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11-12-2014, 05:09 AM
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#11
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2006
Location: Washington, DC
Posts: 11,327
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When I click the link all I get is a page full of Insight article but none lead to preliminary capital gains. What am I missing. A search at VG returns the same link but, again, no data.
__________________
Idleness is fatal only to the mediocre -- Albert Camus
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11-12-2014, 05:17 AM
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#12
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,708
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The link works for me, opening up to a page titled "Preliminary capital gains estimates"
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11-12-2014, 05:17 AM
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#13
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 50,021
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The link gives me a page listing a substantial number of funds with their cap gains estimate. Maybe you need to be logged in to see it?
__________________
Numbers is hard
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11-12-2014, 05:23 AM
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#14
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2006
Location: Washington, DC
Posts: 11,327
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Hum, tried logged in. Tried Firefox and IE. No dice. Maybe VG is mad at me.
__________________
Idleness is fatal only to the mediocre -- Albert Camus
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11-12-2014, 05:34 AM
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#15
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Full time employment: Posting here.
Join Date: Jan 2013
Posts: 681
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The link works for me too. For the members having problems, I suggest you simply go to vanguard.com. Vanguard's home screen has a link to the preliminary capital gains estimate..
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11-12-2014, 05:39 AM
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#16
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,708
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Quote:
Originally Posted by donheff
Hum, tried logged in. Tried Firefox and IE. No dice. Maybe VG is mad at me.
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Maybe clear your cache?
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11-12-2014, 06:03 AM
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#17
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2008
Posts: 12,655
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As the Brits would say, it's early days yet. Maybe those funds don't have enough data to declare gains yet.
Amethst
Quote:
Originally Posted by pb4uski
None of my funds are on the list. Includes Total Stock, 500 index, FTSE All-World ex-US Index. Not that I care, but a bit strange.
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__________________
If you understood everything I say, you'd be me ~ Miles Davis
'There is only one success – to be able to spend your life in your own way.’ Christopher Morley.
Even a blind clock finds an acorn twice a day.
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11-12-2014, 06:56 AM
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#18
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 1,183
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Quote:
Originally Posted by Amethyst
As the Brits would say, it's early days yet. Maybe those funds don't have enough data to declare gains yet.
Amethst
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I own the main Vanguard index ETFs for domestic and international and I don't think any of them have issued a single capital gain in even the last decade. There might have been a small exception or two that I forgot about.
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11-12-2014, 09:42 AM
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#19
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2006
Location: Washington, DC
Posts: 11,327
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There must have been a temporary glitch. I returned after a few hours and the link is working fine. No cache clearing or anything.
__________________
Idleness is fatal only to the mediocre -- Albert Camus
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11-12-2014, 10:51 AM
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#20
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Thinks s/he gets paid by the post
Join Date: Jul 2012
Location: Texas
Posts: 3,024
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Quote:
Originally Posted by kramer
I own the main Vanguard index ETFs for domestic and international and I don't think any of them have issued a single capital gain in even the last decade. There might have been a small exception or two that I forgot about.
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I know this is a good thing, but I always have this irrational feeling of being short-sheeted.
__________________
Retired at 52 in July 2013. On to better things...
AA: 85/15 WR: 2.7% SI: 2 pensions, SS later
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