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 corporation that operates as an other fund provider and multifaceted fund manager serving primarily institutional clients. The firm is registered with the SEC (registered in 1976) and runs a mix of product- and manager-focused activities, including portfolio management for investment companies, selecting other advisers, and publishing investment periodicals. Business activities also include CPO/CTA functions. Vanguard charges fees based on a percentage of assets under management and other fee arrangements and does not present itself as a capital allocator. ESG is not listed as an active focus in the profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

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Contacts

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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 176

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