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
26

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 corporation established in 1976 that functions as a multifaceted fund manager and an alternative fund provider for institutional clients. The firm conducts portfolio management for investment companies, selects and allocates to other advisers, and publishes periodicals or newsletters tied to its investment activities. Vanguard Group Inc. is also identified as operating in a commodities pool operator/commodity trading advisor (CPO/CTA) capacity and maintains a fee structure that includes percentage-of-assets arrangements alongside other fee models. The firm is not flagged as an active ESG investor and is classified with domestic ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 7
  • David Hunt

    David Hunt

    President, CEOCRD 4938400

  • Gregory Davis

    Gregory Davis

    President, Chief Investment OfficerCRD 2416369

  • Natalie Lamarque

    Natalie Lamarque

    Chief Legal OfficerCRD 6719424

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Contacts

3 of 19
  • Peter Volanakis

    Peter Volanakis

    Board of DirectorsCRD 5648569

  • Christopher Mcisaac

    Christopher Mcisaac

    Managing DirectorCRD 2928259

  • Scott Malpass

    Scott Malpass

    Co-Founder & Managing PartnerCRD 2532347

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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 354

Active vs passive

$149B in ETFs

Passive

97%

$144B

Active

0%

$4.8B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$24.5B39,068,50816.42%

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