Vanguard Advisers Inc

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Assets, Funds, Holdings

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Vanguard Advisers Inc
CRD #106715
SEC #801-49601
CIK #0000947529
AUM $333.1 BB (2024-08-19)
Employees 2,107 (74% Investors, 94% Brokers)
Phone610-669-1000
Address100 Vanguard Blvd
Malvern, PA 19355
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
3502802101407002001200920172025
Sector Form 13F Holdings Cap ($TT) Value ($TT)
MSFT 1.9 0.3
AAPL 2.4 0.3
NVDA 0.4 0.3
AMZN 1.1 0.1
META 0.4 0.1
GOOGL 1.5 0.1
GOOG 1.5 0.1
AVGO 0.2 0.1
LLY 0.3 0.1
JPM 0.3 0.1
View All
Holdings by Sector ($TT)
6.04.83.62.41.20.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 748,343 148.8
(b) Individuals (high net worth individuals) 54,878 106.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 12 13.3
(g) Pension and profit sharing plans 115 13.6
(h) Charitable organizations 908 40.2
(i) State or municipal government entities 4 0.1
(j) Other investment advisers 21 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 139 9.2
(n) Other 7 1.0
Total 804,462 333.1
By Discretionary
Discretionary 551,090 143.8
Non-Discretionary 253,372 189.3
Total 804,462 333.1
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 332.9
Total 804,462 333.1
EDGAR Form CIK 2011 - 2024
13F-NT [0000947529]
Related Firms State AUM ($BB)
The Vanguard Group Inc
PA 7,909.8
Vanguard Global Advisers LLC
PA 432.7
Vanguard Asset Management Limited
403.3
Vanguard Advisers Inc
PA 333.1
Vanguard Investments Australia Limited
83.8
Vanguard Capital Wealth Advisors LLC
CO 0.2
Comparable Firms State AUM ($BB)
Vanguard Asset Management Limited
403.3
Dodge & Cox
CA 363.0
NISA Investment Advisors LLC
MO 306.2
Fisher Asset Management LLC
TX 276.9
Lord Abbett & Co LLC
NJ 200.7
TRowe Price Investment Management Inc
MD 193.1
John Hancock Investment Management LLC
MA 189.6
US Bancorp Asset Management Inc
MN 176.1
SBI Funds Management Limited
156.6
Wells Fargo Advisors Financial Network LLC
MO 154.2
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