Vanguard Portfolio Management, LLC

RIASEC RegisteredEst. 2025

Total AUM

$2.7T

Discretionary

$2.7T

100% of AUM

Avg account

$26.3B

Accounts

101

Employees

105

Advisory reps

Firm details

Headquarters: Malvern, Pennsylvania
CRD number: 338003
Registered since: November 19, 2025
Fee structure: Percentage of AUM, Other
Client types: Investment Companies100%
Services: Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Vanguard Portfolio Management, LLC is a limited liability company that functions as a capital allocator to institutional clients. Its regulatory footprint shows SEC registration in 2025 and it operates under fee arrangements that include percentage-of-AUM billing and other fee structures. The firm’s advisory capabilities emphasize portfolio management for investment companies and the selection of sub‑advisers, indicating a role in managing pooled investment vehicles and outsourcing where appropriate. Regulatory and business classifications list the firm as a CPO/CTA and include affiliations across broker‑dealer, trust, banking, insurance, and pension consultant activity. Vanguard Portfolio Management is not identified as an active ESG investor and does not present itself as a multi‑state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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 4

John Ameriks
CIOCRD 3068014
Jacqueline Angell
Chief Compliance OfficerCRD 5606776
John Schadl
Principal, Deputy General Counsel and Chief Compliance OfficerCRD 6931790