Vanguard Group Inc

RIASEC RegisteredEst. 1976
Total AUM
$11.1T
Discretionary
$11.1T
100% of AUM
Avg account
$48.7B
Accounts
228
Employees
1,702
Advisory reps
27

Firm details

Headquarters
Malvern, Pennsylvania
CRD number
105958
Registered since
August 23, 1976
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Vanguard Group Inc is a large, diversified fund provider and multifaceted asset manager that operates primarily for institutional clients. Founded and SEC-registered in 1976, the firm combines traditional fund management with activities such as portfolio management for investment companies, the selection of other advisers, and the publication of investment periodicals. Vanguard also engages in commodity pool operator/commodity trading adviser (CPO/CTA) activities and maintains a broad set of industry affiliations that include broker-dealer, trust company, banking, insurance, municipal advisory, pension consulting, and roles as sponsor or GP of pooled vehicles. The firm is classified as a corporation owned by domestic entities and individuals and charges fees on a percentage-of-assets basis (alongside other fee arrangements). Vanguard is not identified as an active ESG investor and is not characterized as a capital allocator in the provided data. Its client base is principally institutional.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 8
  • Andre Perold

    Andre Perold

    CIOCRD 4660204

  • Salim Ramji

    Salim Ramji

    CEOCRD 4797124

  • David Hunt

    David Hunt

    President, CEOCRD 4938400

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Contacts

3 of 19
  • Lubos Pastor

    Board of DirectorsCRD 7847932

  • John Murphy

    Operations SpecialistCRD 7942313

  • John Bendl

    John Bendl

    PrincipalCRD 6931980

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 177

Active vs passive

$74.6B in ETFs

Passive

97%

$72.2B

Active

0%

$2.4B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$24.5B39,068,50832.85%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth