RBS 187: SEC Fines Vanguard $106.41 Million Over Target Date Fund Snafu

from The Rob Berger Show · host Rob Berger

Today, the SEC announced a $106.41 million settlement with Vanguard following moves Vanguard made in 2020 that resulted in excessive capital gains distributions to retail investors. In this video, I'll walk through the settlement order and what it means to investors.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

What this episode covers

Today, the SEC announced a $106.41 million settlement with Vanguard following moves Vanguard made in 2020 that resulted in excessive capital gains distributions to retail investors. In this video, I'll walk through the settlement order and what it means to investors. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

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RBS 187: SEC Fines Vanguard $106.41 Million Over Target Date Fund Snafu

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This episode was published on January 24, 2025.

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