Vanguard

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Holdings
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Notes

Vanguard is a fund manager in Malvern with $7.8T assets under management.

Company profile

Website

Incorporated

Location

Fiscal year end

Industry

SEC CIK

IRS number

231945930

SEC advisor number

801-11953

FINRA CRD number

105958

AUM ?

$7.8T (as of 31 Mar 22)

Accounts

219 (as of 31 Mar 22)

Employees

520 (320 investment advisory or research)

Address

Vanguard
PO BOX 2600
V26
VALLEY FORGE
PA 19482-2600

Office hours

Monday - Friday, 8:30AM - 5:30PM

Phone

6106691000

Ownership

Owner	Title	From	%Ownership
Vanguard Admiral Funds	Stockholder	12/1992	< 5%
Vanguard Ohio Tax-free Funds	Stockholder	06/1990	< 5%
Vanguard Valley Forge Funds	Stockholder	11/1992	< 5%
Vanguard Tax-managed Funds	Stockholder	09/1994	< 5%
Vanguard Whitehall Funds	Stockholder	02/1996	< 5%
Vanguard Horizon Funds	Stockholder	06/1995	< 5%
Vanguard Scottsdale Funds	Stockholder	11/2009	< 5%
Vanguard New Jersey Tax-free Funds	Stockholder	09/1987	< 5%
Vanguard California Tax-free Funds	Stockholder	10/1985	< 5%
Vanguard New York Tax-free Funds	Stockholder	01/1986	< 5%
Vanguard Pennsylvania Tax-free Funds	Stockholder	01/1986	< 5%
Vanguard Convertible Securities Fund	Stockholder	04/1986	< 5%
Vanguard Quantitative Funds	Stockholder	08/1986	< 5%
Vanguard Variable Insurance Funds	Stockholder	04/1991	< 5%
Vanguard Massachusetts Tax-exempt Funds	Stockholder	07/1992	< 5%
Vanguard Wellington Fund	Stockholder	05/1975	< 5%
Vanguard Windsor Funds	Stockholder	05/1975	< 5%
Vanguard World Fund	Stockholder	05/1975	< 5%
Vanguard Trustees' Equity Fund	Stockholder	02/1980	< 5%
Vanguard Explorer Fund	Stockholder	12/1975	< 5%
Vanguard Wellesley Income Fund	Stockholder	05/1975	< 5%
Vanguard Index Funds	Stockholder	08/1976	25-50%
Vanguard Bond Index Funds	Stockholder	12/1986	5-10%
Vanguard Fenway Funds	Stockholder	11/1987	< 5%
Vanguard Malvern Funds	Stockholder	11/1988	< 5%
Vanguard International Equity Index Funds	Stockholder	04/1990	< 5%
Vanguard Fixed Income Securities Funds	Stockholder	05/1975	< 5%
Vanguard Money Market Reserves	Stockholder	05/1975	5-10%
Vanguard Municipal Bond Funds	Stockholder	09/1977	< 5%
Vanguard Specialized Funds	Stockholder	10/1983	< 5%
Vanguard Chester Funds	Stockholder	08/1984	< 5%
Buckley, Mortimer, Joseph	Chairman of the Board, Chief Executive Officer, and President	01/2019	< 5%
Perold, Andre, Francois	Director	12/2004	< 5%
Vanguard Montgomery Funds	Stockholder	11/2007	< 5%
Fullwood, Emerson, U	Director	01/2008	< 5%
Volanakis, Peter, Frederick	Director	12/2008	< 5%
Loughrey, Francis, Joseph	Director	10/2009	< 5%
Vanguard Star Funds	Stockholder	03/2009	5-10%
Vanguard Charlotte Funds	Stockholder	10/2011	< 5%
Mcisaac, Christopher, Davis	Managing Director	03/2012	< 5%
Malpass, Scott, Charles	Director	03/2012	< 5%
Loughridge, Mark	Director	03/2012	< 5%
Rampulla, Thomas, Mark	Managing Director	07/2015	< 5%
Risi, Karin, Ann	Managing Director	07/2015	< 5%
Rollings, Michael, Thomas	Managing Director and Chief Financial Officer	06/2016	< 5%
Robinson, Anne, Elizabeth	General Counsel, Managing Director, and Secretary	09/2016	< 5%
James, John, Mark	Managing Director	12/2016	< 5%
Mulligan, Deanna, Marie	Director	07/2017	< 5%
Raskin, Sarah, Bloom	Director	07/2017	< 5%
Davis, Gregory	Managing Director and Chief Investment Officer	07/2017	< 5%
Vanguard Institutional Index Funds	Stockholder	02/2018	5-10%
Schadl, John	Chief Compliance Officer	03/2019	< 5%
Brennan, Joseph, Patrick	Managing Director and Chief Risk Officer	09/2018	< 5%
Valente, Lauren, Marie	Managing Director	09/2020	< 5%
Benchener, Matthew, John	Managing Director	12/2020	< 5%
Thomas, David, Anthony	Director	07/2021	< 5%
Bunch, Tara, Lynn	Director	11/2021	< 5%
Tandon, Nitin	Managing Director and Chief Information Officer	11/2021	< 5%

Ownership

Fund structure	AUM	Fund type
Vanguard Group Inc	$7.8T
Asf Private Fund	$13.48M	Hedge Fund
CSF Private Fund	$13.48M	Hedge Fund

Investment data

Data from SEC filings

Regulatory AUM / Assets Under Management

Number of accounts

Number of employees

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