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Vanguard

Vanguard is a fund manager in Malvern with $6.67T 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 ?
$6.67T (as of 31 Mar 21)
Accounts
273 (as of 31 Mar 21)
Employees
590 (375 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
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 10-25%
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%
Gutmann, Amy Director 06/2006 < 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%
Marcante, John, Thomas Managing Director and Chief Information Officer 03/2013 < 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%
Fund structure AUM Fund type
the Vanguard Group, Inc. $6.67T
Asf Private Fund $24.13M Hedge Fund
CSF Private Fund $120.67M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 4203 long holdings
End of quarter 31 Dec 20
Value
 
#Shares
 
$166.55B 1.26B
$136.59B 614.1M
$105.64B 32.44M
$49.95B 182.86M
$40.8B 57.81M
$40.03B 22.84M
$37.9B 21.63M
$35.87B 227.95M
$31.52B 144.09M
$31.34B 135.15M
$30.93B 243.41M
$30.33B 217.96M
$27.74B 79.09M
$26.41B 145.76M
$25.16B 70.49M
$25.06B 47.99M
$23.83B 89.73M
$21.8B 93.07M
$20.36B 388.64M
$19.15B 325.95M
$19.15B 38.28M
$19.07B 132.26M
$18.63B 614.74M
$18B 121.41M
$17.95B 33.2M
$17.14B 312.56M
$17.05B 208.41M
$16.9B 339.14M
$16.49B 447.96M
$16.12B 147.27M
$16.01B 556.7M
$15.78B 103.62M
$15.71B 70.61M
$15.28B 142.56M
$14.8B 330.74M
$14.79B 33.77M
$14.71B 103.95M
$14.58B 62.66M
$14.44B 31M
$14.41B 55.15M
$14.2B 344.39M
$13.93B 64.94M
$13.92B 36.95M
$13.89B 84.63M
$13.59B 176.1M
$13.33B 157.79M
$13.04B 111.29M
$12.6B 56.12M
$12.37B 199.34M
$11.68B 56.11M
Holdings list only includes long positions. Only includes long positions.

Calendar

18 Apr 21
31 Dec 21
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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