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 corporation established in 1976 that operates as a multifaceted fund manager and provider of pooled investment vehicles, with an institutional client base. The firm performs portfolio management for investment companies, selects sub‑advisers, and publishes periodicals or newsletters as part of its advisory activities. It also registers as a CPO/CTA, and its reported business affiliations span broker‑dealer activity, registered municipal advisory, trust and banking relationships, insurance company functions, and roles as sponsor or general partner of pooled vehicles. Vanguard reports a fee model tied to a percentage of assets under management alongside other fee arrangements. The firm is not identified as an active ESG investor in the provided data and is not characterized as a capital allocator.

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 8
  • ANDRE PEROLD

    CIOCRD 4660204

  • SALIM RAMJI

    CEOCRD 4797124

  • 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

    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