How mutual funds and ETFs are taxed | Forefront (2024)

This information is of a general and educational nature and should not be regarded as tax and/or legal advice. We recommend that you consult a tax or financial advisor about your individual situation.

Vanguard advisory services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered limited purpose trust company.\r\n

The services provided to clients vary depending on the service selected, including management, fees, eligibility and access to an advisor. Find the VAI form CRS and the advice brochure for each programherefor an overview.

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VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and subsidiaries of Vanguard Marketing Corporation. Neither VAI, VNTC nor its affiliates guarantee profits or protection against losses.

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Vanguard advisory services are provided by Vanguard Advisers, Inc. (“VAI”), a registered investment advisor, or by Vanguard National Trust Company (“VNTC”), a federally chartered limited purpose trust company.

The services provided to clients vary depending on the service chosen, including administration, fees, eligibility and access to an advisor. Find the VAI form CRS and the advice brochure for each programherfor an overview.

VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and subsidiaries of Vanguard Marketing Corporation. Neither VAI, VNTC nor its affiliates guarantee profits or protection against loss.

How mutual funds and ETFs are taxed | Forefront (2024)
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