@rjs @mas1998 - not an expert but one position is identified as a mutual fund and one is identified as an ETF... that in of itself may not be "substaintionally identical". in one case you are buying a basket of securities (mutual fund) and in the other the security you are buying is an ETF (which is technically not the basket of securities)
Last year I sold a mutual fund at a loss (at Vanguard) and then immediately purchased an ETF representing effectively the same basket of securities. In certain situations, Vanguard sells both a ETF version and a mutual fund version. Example: BND and VBLTX. This was in my non-qualified account. Vanguard did NOT report this as a wash-sale.
So if these are two Vanguard securities and one is a mutual fund and one is an ETF, it may not be 'substaintially identical'. What are the two ticker symbols?
