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
25

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, corporate fund manager that operates across multiple product and service lines. The firm is classified as an other fund provider and multifaceted fund manager with an institutional client base. Its activities include serving as a commodity pool operator/commodity trading advisor (CPO/CTA), managing portfolios for investment companies, selecting and overseeing other advisers, and publishing periodicals or newsletters for investors. The firm’s fee model includes percentage-of-AUM pricing among other arrangements. Regulatory information in the snapshot shows Vanguard has been SEC-registered since 1976 and maintains a range of industry affiliations, including broker-dealer relationships, trust and banking links, and roles as sponsor or managing member of pooled investment vehicles.

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 18
  • 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 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