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Both individual and joint Vanguard brokerage accounts may apply for options trading. Managed and Cash Plus accounts aren't eligible for margin or options trading, however.
If you have a qualifying account, you can add margin trading to this account by completing a Margin Account Application with Vanguard. You can find the application form on their general service ...
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Vanguard has had a relationship with Pzena since 2005 where Pzena was selected to manage several of its funds. [9] These include the Emerging Markets Select Stock Fund, Windsor Fund and Selected Value Fund. [9] [10] In October 2007, Pzena filed an initial public offering to trade on the New York Stock Exchange (NYSE). [11]
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Columbia Threadneedle was formed in 2015 as the result of a merger between Columbia Management Group (an investment advisor and sponsor of mutual funds) and Threadneedle Asset Management (a non-US focused asset management firm based in the United Kingdom).
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In July 2016, FinCEN enacted new rules regarding beneficial ownership: [2] Financial institutions must collect from the legal entity customer the name, date of birth, address, and social security number or other government identification number (passport number or other similar information in the case of foreign persons) for individuals who own ...