Vanguard Global Advisers, LLC
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 164593
- Website
- www.vanguardoffshore.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Vanguard Global Advisers, LLC operates as an institutional registered investment adviser focused on serving institutional clients. The firm charges fees based on a percentage of assets under management and is flagged as an active ESG investor. Its regulatory/business footprint includes commodity pool operator/commodity trading adviser activity, and it has relationships across several industry silos (broker-dealer, other investment advisers, registered municipal advisor, banking/thrift, trust company, insurance company, and roles as sponsor/GP/managing member 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
Owners & executives
2 of 2
Gregory Davis
President, Chief Investment OfficerCRD 2416369
Carrie Simons
Chief Financial OfficerCRD 2827235
Contacts
3 of 3Katherine Pope
CCOCRD 5772339
Sujatha Srinivasan
PrincipalCRD 4435862
Laura Merianos
ManagerCRD 7470787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$54.1B in ETFs
95%
$51.5B
0%
$2.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $28.3B | 41,269,848 | 52.41% |
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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