VANGUARD GLOBAL ADVISERS, LLC
Firm details
- Headquarters
- MALVERN, Pennsylvania
- CRD number
- 164593
- Registered since
- July 23, 2012
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Vanguard Global Advisers, LLC is an LLC that acts as a capital allocator for institutional clients and is SEC-registered since 2012. The firm charges fees as a percentage of assets under management and lists CPO/CTA among its business activities. Its advisory work emphasizes portfolio management for pooled investment vehicles and the selection of other advisers. Vanguard Global Advisers is identified as an active ESG investor and maintains a range of institutional affiliations across broker-dealers, banking, trust, insurance and municipal advisory channels.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1GREGORY DAVIS
President, Chief Investment OfficerCRD 2416369
Contacts
3 of 4KATHERINE POPE
CCOCRD 5772339
SUJATHA SRINIVASAN
PrincipalCRD 4435862
CARRIE SIMONS
CRD 2827235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$45.6B in ETFs
95%
$43.3B
0%
$2.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $23.7B | 39,600,312 | 51.90% |
Location
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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