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Vanguard

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

Company profile

Employees
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
Top 50 of 4621 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$174.64B 1.28B
$161.32B 628.11M
$73.19B 689.09M
$51.48B 23.62M
$46.51B 21.26M
$45.95B 68.24M
$43.05B 242.53M
$42.18B 82.12M
$36.99B 135.49M
$31.98B 222.37M
$31.54B 368.33M
$30.53B 201.42M
$30.36B 269.62M
$29.09B 180.4M
$28.42B 144.32M
$25.62B 93.43M
$25.61B 488.45M
$24.19B 76.69M
$23.73B 163.92M
$23.52B 153.58M
$23.21B 71.59M
$22.61B 359.39M
$21.2B 127.23M
$20.15B 221.05M
$18.65B 599.14M
$18.47B 38.54M
$18.19B 37.44M
$17.55B 345.73M
$17.25B 31.76M
$16.6B 67.24M
$16.57B 152.55M
$16.01B 57.66M
$15.87B 372.17M
$15.78B 402.08M
$15.6B 128.34M
$15.42B 60.31M
$15.16B 196.83M
$14.36B 185.38M
$14.29B 39.02M
$13.66B 106.94M
$13.39B 141.82M
$13.39B 357.8M
$13.37B 87M
$13.36B 52.69M
$13.32B 46.31M
$13.1B 79.35M
$12.94B 131.03M
$12.65B 322.9M
$12.51B 596.63M
$12.14B 66.5M
Holdings list only includes long positions. Only includes long positions.

Calendar

19 Aug 22
31 Dec 22
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Financial report summary

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Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings