Vanguard Dividend Growth's Kilbride Effect, in a Chart

Barron's | June 10, 2014

Dan Wiener's chart shows the outperformance of one of the few single-manager funds left at Vanguard compared to indexed funds. More...

Can Vanguard's Active Funds Beat the Market?

Barron's | May 30, 2014

Dan Wiener talks to Jack Otter from Barron's, and makes the case for 'buying the manager' with Vanguard's actively managed funds. More...

This is the real issue with leveraged ETFs

CNBC | May 28, 2014

Dan Wiener talks about the problems with leveraged ETFs, how to interpret the latest economic news, and why boring companies can make great investments. More...

Taking Stock with Pimm Fox

Bloomberg TV | December 28, 2011

Dan offers his outlook and favorite funds for 2012 on Bloomberg's Taking Stock with Pimm Fox. More...

The Ugly Math of a Bear's Bite

The Wall Street Journal | November 7, 2011

Vanguard's September article about recoveries after a bear market had just one problem: It wasn't quite accurate. The Wall Street Journal takes a closer look after Dan pointed this out in the October issue of his Independent Adviser for Vanguard Investors. More...

What's Vanguard to Do About Money Funds?

Mutual Fund Wire | October 27, 2011

Will Vanguard run out of ammo to keep its money funds above water? Dan doesn't think so. More...

Money funds look for yield boost from Fed action

Reuters | September 21, 2011

Dan thinks the Fed's rebalancing of its bond portfolio could lead to higher yields for money market funds. More...

Newsletter Vets Vet the Fund Giants

Barrons | April 12, 2011

The two biggest U.S. mutual-fund companies, Fidelity and Vanguard, each have about $1.7 trillion of assets, when categories like exchange-traded and money-market funds are included. For some perspective on these two industry giants, Barron's spoke recently with Daniel Wiener and James Lowell III. More...

E*Trade sells investment advisory to Fidelity/Vanguard specialist

Fortune | March 18, 2011

Adviser Investments, Dan Wiener's money management firm, has acquired Kobren Insight Management (KIM) from E*Trade Financial. More...

In closing two funds, Vanguard shows why new isn't always improved

The Seattle Times | March 12, 2011

The failure of Vanguard's Structured Large-Cap funds has some important lesson for investors. Dan offers some advice on what to do when fund companies launch new products like these. More...

Mutual fund review: Weighing stocks vs. bonds in 2011

Los Angeles Times | January 10, 2011

Investors must decide whether to invest their money in stocks or bonds in 2011. Dan warns against a likely mistake. More...

Am Boden zerstörte Investmentfonds

Die Welt | January 7, 2011

Some funds, such as Vanguard U.S. Growth, never recovered from the burst dot-com bubble. Dan comments. (Note: Article is in German.) More...

ETF investors win as fund firms fight to cut fees

MarketWatch | January 5, 2011

Fund companies' fight over the ETF market means lower expense ratios and fees for investors. More...

Funds to Fine Tune Your Portfolio

CNBC | December 30, 2010

Jim Lowell and Dan Wiener of Adviser Investments talk about their favorite funds for 2011. More...

Interview with Dan Wiener About U.S. Stocks

Bloomberg | December 28, 2010

Dan discusses his predictions for 2011 with Bloomberg Television's Pimm Fox. More...

Vanguard fights to stay out in front

Investment News | December 13, 2010

The company banks on low fund fees, superior ETF tracking to sustain momentum. More...

Former Vanguard, T. Rowe execs stand to gain from LPL's going public

Investment News | November 11, 2010

Brennan, Riepe built businesses on no-load investing, but sit on broker-dealer's board and hold stakes in the company. More...

Vanguard slammed for 'delayed' firing of AllianceBernstein

Investment News | November 1, 2010

Dan Wiener skewers Vanguard's handling of U.S. Growth Fund. More...

Know when to dump a losing fund

MarketWatch | October 11, 2010

One of the big questions mutual fund shareholders can face is how long to put up with a struggling manager. More...

Vanguard is now largest mutual fund company

USA Today | October 5, 2010

The Vanguard Group is now the largest mutual fund company in the nation. More...

Vanguard Unveils a Line of S&P-Based ETFs

Barron's | September 13, 2010

The fund company bids to gain market share in a challenge to index-based ETFs from BlackRock's iShares and State Street's Global Advisors' SPDRS. More...

After a Plunge, Balanced Funds Can Lift You Up

The Street | September 3, 2010

With the economic outlook uncertain, any setback could send investors running. If stocks plummet, should you buy? Dan's research says yes. More...

Hey, SEC: Mandate more on funds' potential losses

Chicago Tribune | July 1, 2010

Many workers/investors thought target-date funds were 'safe' but were shellshocked during the market's decline. More...

Target-Date-Fund Risks Hard to Rate

The Wall Street Journal | June 25, 2010

Plans to force 'target date' mutual funds to disclose their investment strategies don't do enough to tell investors the risks involved. More...

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"America's leading expert on investing in Vanguard funds"

Daniel P. Wiener is editor of The Independent Adviser for Vanguard Investors, a monthly newsletter that keeps abreast of recent developments at Vanguard, and the annual FFSA Independent Guide to the Vanguard Funds. Through his newsletter and guide book, Dan helps tens of thousands of Vanguard investors choose wisely among more than 100 Vanguard mutual funds. The Adviser is a five-time winner of the Newsletter Publishers Foundation's Editorial Excellence Award. View More »

Vanguard Funds Correlation
What's This?
Model Portfolio Performance
Models January 2016
Growth -6.5% -6.5%
Conservative Growth -5.8% -5.8%
Income -3.4% -3.4%
Growth Index -5.0% -5.0%
The average
Vanguard investor
-3.6% -3.6%
Past Performance »