Funds W/O FAAMG - Investing -stocks, bonds, mutual funds, trading, market, brokers... - Page 2 - City-Data Forum

ccm123 · 06-21-2023, 10:05 AM

Typically, “value” tilted funds/ETF’s should hold fewer FAANG stocks. One would be VTV (Vanguard Value Index Fund.) VOOV, FEQTX or VONV might be others to look at. Your mileage will vary.

sitonmywhat · 06-23-2023, 12:29 AM

Quote:

Originally Posted by sammythebull

Thanks! This looks like what I'm after. Appreciate it!

Good find..... Except that Vanguard has become known for stinky, poopy customer service. For that reason, I won't touch them.

mathjak107 · 06-23-2023, 03:09 AM

Quote:

Originally Posted by sitonmywhat

Good find..... Except that Vanguard has become known for stinky, poopy customer service. For that reason, I won't touch them.

same here , i pulled out whatever i had with vanguard . the worst customer experience i have ever had with a financial company.

i will use their etfs , but i won’t have money directly with them

Florida2014 · 06-23-2023, 10:38 AM

You can own a Vanguard mutual fund through whatever broker you're with. Why would you need to use their customer service if you simply own their mutual fund as part of a portfolio of funds?

mathjak107 · 06-24-2023, 04:07 AM

i wanted a second brokerage beside fidelity …..

we had a security compromise and all our accounts were closed and had to be reopened , direct deposits reestablished , checks printed ,etc ..it took about 10 days

so a second account and source to trade is important.

so we kept about 10% with vanguard .

but their policies and service was so bad we gave that portion to chase and got private client status and lots of points .

we converted our s&p mutual fund to voo and moved voo to chase to baby sit.

fidelity can’t handle admiral shares so they couldn’t be transferred directly , originally i was going to move it to fidelity .

but chase had a nice promo going so we moved it to chase
we could convert our s&p fund to an etf and move it with no tax consequences.

i only own vti today from vanguard so just one vanguard etf remains ….…

Florida2014 · 06-30-2023, 05:50 PM

OK but again that really has nothing to do with owning a Vanguard fund at another brokerage and not having to deal with their customer service.

mathjak107 · 07-01-2023, 03:34 AM

like i said i own vti which is a vanguard etf but i own it through both my chase account and fidelity.

no problems there …it’s only dealing with vanguard as your brokerage that i found problematic