Vanguard's Big, Bad Surprise

The law of unintended consequences is clearly illustrated by a change that Vanguard made in an institutional fund that caused a cascade of capital gains distributions.

Our listeners want to know:

What are some good small-cap value ETFs?

What do we think of the New Mexico 529?

Should this institutional fund be swapped for "investor" shares?

What does it mean when a 401k states it will be rebalancing?