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 corporate registered investment adviser that provides fee-based and fixed-fee portfolio management and financial planning across individual, family and institutional client segments. The firm is registered as a municipal advisor and lists advisory services that include portfolio management for individuals and small businesses, pooled vehicles and institutions, plus selection of other advisers. Vanguard Advisers, Inc. is identified as an active ESG investor and engages with several industry counterparties including broker-dealers, trust companies, banks, insurance firms and sponsors or managers of pooled 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 5MARC STEWART
Chief Compliance OfficerCRD 2688699
ALLISON REDDING
Communications CoordinatorCRD 6552716
MICHAEL WARD
CEOCRD 4395459
Contacts
3 of 2314JENNY 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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