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Vanguard wash sale

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  • Vanguard wash sale

    vanguard sent out a notification about a new feature with PAS. It looks like that if you sell stock and in the next 30 days you are set to be rebalanced they will substitute a fund.

    I don’t think it means much for me. But I found their surrogate list quite helpful and wanted to pass it along to you all.

    https://www.vanguard.com/pdf/washfund.pdf


  • #2
    Interesting. Not a bad starting point. Gets more complicated if you need a 2nd or 3rd TLH

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    • #3
      I thought Bogleheads also had a similar list but I'm too lazy to confirm.

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      • #4
        also missing the surrogate LC mutual funds- ive used Vlcax in the past

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        • #5
          Originally posted by billy View Post
          also missing the surrogate LC mutual funds- ive used Vlcax in the past
          Still, it looks like a useful resource for people using Vanguard funds who want to TLH and want to put their funds from the sale into a fund that isn't wildly different from the fund that they sold (the way domestic stock into international stock, or small cap value into large cap growth would be) without triggering a wash sale.

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          • #6
            Originally posted by artemis View Post

            Still, it looks like a useful resource for people using Vanguard funds who want to TLH and want to put their funds from the sale into a fund that isn't wildly different from the fund that they sold (the way domestic stock into international stock, or small cap value into large cap growth would be) without triggering a wash sale.
            its a start sure. I think POF has a better list on his website somewhere. Maybe he'll pipe in and connect a link to it.

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            • #7
              Originally posted by billy View Post

              its a start sure. I think POF has a better list on his website somewhere. Maybe he'll pipe in and connect a link to it.
              It's not mine, but this is a thorough list of TLH partners: https://physicianfinancebasics.com/t...ting-partners/
              FacebookTweetLinkedInEmailPrint Sometimes, it’s a Tax Loss Harvesting bonanza out there! You harvest and then it falls again, significantly enough that you want to harvest some more losses. March Madness In March 2020, thanks to the COVID-19 pandemic, markets crashed from their lofty gains of 11 years and slid into bear territory. I tax loss harvested […]

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