Is it possible that Portfolio Watch (PW) "works" for people who use Vanguard's Personal Advisory Services (PAS)? We don't use PAS, but if the Vanguard Advisors use and rely on PW in the non-fuctioning state that is available to me, someone is going to have a lot of explaining to do.
Since PW now only properly deals with Vanguard funds and not outside funds, maybe this is another method for Vanguard to build its "moat' and limit outside fund holdings.
Solution: Jump the "moat" and move to a fund company that has a portfolio analysis that deals with outside holdings.
It is clear from other comments that Vanguard's response to these problems is to write "tickets," and nothing ever gets resolved. Our conclusion is that Vanguard does not mind losing clients that don't use PAS.
Since PW now only properly deals with Vanguard funds and not outside funds, maybe this is another method for Vanguard to build its "moat' and limit outside fund holdings.
Solution: Jump the "moat" and move to a fund company that has a portfolio analysis that deals with outside holdings.
It is clear from other comments that Vanguard's response to these problems is to write "tickets," and nothing ever gets resolved. Our conclusion is that Vanguard does not mind losing clients that don't use PAS.
Statistics: Posted by Beckeresq — Wed Nov 13, 2024 5:32 am