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 with the SEC since 1995 that advises both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and larger business or institutional investors, and it also performs manager selection for outside advisers. Vanguard Advisers charges fees as a percentage of assets under management and through fixed-fee arrangements. It is designated as a registered municipal advisor and identifies as an active ESG investor.
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 8Stephen Martin
Chief Operating OfficerCRD 4992896
Lance Perry
Chief of StaffCRD 6422650
Nannette Sabo
CEO & FounderCRD 2208766
Contacts
3 of 2394
Sean Mcglinchey
Sr. Financial AdvisorCRD 5640135
Candace Delaney
Financial PlannerCRD 5644307
Matthew Peters
Financial PlannerCRD 5651162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,343Active vs passive
$58.8B in ETFs
100%
$58.7B
0%
$58.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $10.9B | 29,389,176 | 18.50% |
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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