Tuesday, December 11, 2012

Vanguard's Absolutely Fabulous $130 Billion Year




The $5 footlong. The $340 laptop. Free two-day shipping. All hallmarks of our economic times.  Vanguard, the 38-year-old low-cost investing pioneer, brings you the Great Deflation.

According to Bloomberg/Businessweek the fund company is not just having its best year ever. (It shattered that record in September.) The $130.4 billion in deposits in mutual funds and exchange-traded funds that Vanguard has taken in through November is the most ever for the industry, according to data from Strategic Insight. That beats the $129.6 billion that JPMorgan (JPM) clocked, mostly for money market funds, in 2008. This year’s not over.

You’ve no doubt heard of the “Wal-Mart effect.” Now the market is watching—with equal parts gratitude and trepidation—the rapid escalation of the “Vanguard effect.” It’s asymmetric warfare, as Vanguard’s sole ownership and constituency is its fundholders, the savings it wrings from its buying power are passed on to them, not to shareholders or partners. BlackRock, Charles Schwab, Fidelity, State Street  and Northern Trust cannot say the same....

Read all about it at http://www.businessweek.com/articles/2012-12-11/the-year-of-the-vanguard-effect#r=rss

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