Vanguard Advisers, Inc.
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 106715
- Registered since
- July 28, 1995
- Website
- investor.vanguard.com
- Custodians
- THE VANGUARD GROUP, INC., THE VANGUARD GROUP, INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals47.82%
- HNWI47.74%
- Pooled Investment Vehicles4.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Vanguard Advisers, Inc. is a corporation registered as an investment adviser since 1995 that provides fee-based portfolio and financial planning services to both individual/family and institutional clients. The firm acts as a registered municipal advisor and offers portfolio management for individuals, small businesses, pooled investment vehicles and institutions, including the selection of other advisers. Its fee model combines percentage-of-AUM billing with fixed fees. Vanguard Advisers identifies as an active ESG investor and maintains industry affiliations that include broker-dealer relationships, trust and banking connections, insurance firms, and roles as sponsor or manager of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Private Funds18%
Owners & executives
3 of 8
Marc Stewart
Chief Compliance OfficerCRD 2688699
John Schadl
Principal, Deputy General Counsel and Chief Compliance OfficerCRD 6931790
Michael Ward
CEOCRD 4395459
Contacts
3 of 2361
Jenny Leek
EmployeeCRD 7056792
Sonali Kumar
Investment ServicesCRD 6987440
Bryan Raithel
Registered RepresentativeCRD 2854296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 684Active vs passive
$25.5B in ETFs
100%
$25.5B
0%
$25.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $9.1B | 28,490,615 | 35.82% |
Location
Malvern, PA
Chester
Location
Malvern, PA
Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 100 Vanguard Blvd
- Time zone
- ET (UTC-5)
- Office locations
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