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Investing - Theory, News & General • Diamond Nestegg analysis of Vanguard

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Diamond Nestegg has done a pretty decent analysis of Vanguard. She previously done the same for Schwab and Fidelity

https://www.youtube.com/watch?v=JEvtnd0nfO8

Some highlights.
  • Vanguard like Fidelity is a privare company but is owned by the fund holders where Fidelity is owned by the family and emloyees.
  • Vanguard is the least transparent of the 3. It doesn't publish as much info. "Shareholders" don't actually get to vote and approve policies.
  • Despite having more asset than both Fidelity and Schwab, Vanguard has a lower profit margin. Their lower margin may be hindering their ability to upgrade and improve customer service.
  • One worrying trend is customer inflow has slowed. This might have prompted the change. in CEO.

Statistics: Posted by gavinsiu — Sat Aug 17, 2024 12:42 am — Replies 17 — Views 1211



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