Vanguard Marketing Corporation
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 7452
- Registered since
- April 21, 1977
- Website
- vanguard.com
Firm profile
FINTRXOverview
Vanguard Marketing Corporation is organized as a domestic corporation that registered with the SEC in 1977. The FINTRX snapshot classifies the firm as unclassified and identifies its owner type as both a domestic entity and an individual. The profile indicates the entity does not function as a capital allocator and is not listed as an active ESG investor, multi-state adviser, pension consultant, newly formed adviser, or related adviser under the provided fields. Publicly provided fields for client types, fee arrangements, business lines, and advisory activities are empty in the source, so there is little on how the organization positions itself commercially or whether it operates in a traditional advisory capacity versus a non-advisory corporate role.
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
3 of 49
Scott Senseney
Chief Client OfficerCRD 5576609

Stuart Green
Business Project CoordinatorCRD 6390229

Emily Lemmon
Chief of StaffCRD 6997312
Contacts
3 of 8549Judith Foster
Senior ManagementCRD 5913787

Tina Ornelas
Senior Financial AdvisorCRD 6080238
Melissa Chrischel Olarte
Registered RepresentativeCRD 7244459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$39.1M in ETFs
0%
$0
0%
$39.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE-PLUS BOND INDEX ETF (BNDP) | Vanguard | $39.1M | 525,000 | 100.00% |
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
Similar firms
Heritage Financial Systems, LLC
Broker-DealerMalvern, PA
Pacer Financial, Inc.
Broker-DealerMalvern, PA
SLD America Equities, Inc.
Broker-DealerWest Chester, PA
Trustmont Financial Group, Inc.
Broker-DealerGreensburg, PA
Griffin Financial Group, LLC
Broker-DealerReading, PA
Nestlerode & Loy, Inc.
Broker-DealerState College, PA