Vanguard Group Inc

RIASEC Registered
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
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%

Firm profile

FINTRX

Overview

Vanguard Group Inc. operates as a multifaceted fund manager and other fund provider focused on institutional clients. The firm reports ownership as a domestic entity/individual structure and charges fees on a percentage-of-AUM basis alongside other fee arrangements. Vanguard is reported to perform commodity pool operator/commodity trading advisor (CPO/CTA) activities and holds a range of industry roles that extend beyond traditional asset management, including broker-dealer functions, registered municipal advisory work, trust and banking or thrift activities, insurance-company services, pension consulting, and sponsorship or GP roles for pooled investment vehicles. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 7
  • Salim Ramji

    Salim Ramji

    CEOCRD 4797124

  • David Hunt

    David Hunt

    President, CEOCRD 4938400

  • Jacqueline Angell

    Jacqueline Angell

    Chief Compliance OfficerCRD 5606776

Unlock 4 more executives

Contacts

3 of 19
  • Lubos Pastor

    Board of DirectorsCRD 7847932

  • John Murphy

    Operations SpecialistCRD 7942313

  • John Bendl

    John Bendl

    PrincipalCRD 6931980

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth