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by FooBarBizBazz 496 days ago
> convert to my usual funds as ETFs

Do you mean that you sold mutual funds at Vanguard, and used the cash to buy ETFs at eTrade? This means you had to pay tax on capital gains, right? Or is there some trick I don't know about, vis-a-vis converting mutual funds into equivalent ETFs, without a taxable event?
2 comments
toast0 496 days ago
Many Vanguard mutual funds offer ETF as a share class of the fund. For those funds, shares in the traditional share classes can be exchanged for ETF shares, if you hold them at Vanguard.

But not all of the funds have an ETF share class. And if you hold Vanguard mutual funds elsewhere, you'd need to transfer them in-kind to Vanguard to convert.

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arielweisberg 496 days ago
The funds come from selling stock as it vests. Stuff already in Vanguard stays there until I feel annoyed enough to move it.
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