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| Happy Holidays!! thanks for using AUM13F!! |
| Vanguard Advisers Inc
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|---|---|
| CRD # | 106715 |
| SEC # | 801-49601 |
| CIK # | 0000947529 |
| AUM | $300.4 B (2025-07-31) |
| Employees | 2,225 (70% Investors, 92% Brokers) |
| Phone | 610-669-1000 |
| Address | 100 Vanguard Blvd Malvern, PA 19355 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Nvidia Corp | 0.4 | ||
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($T) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 743,587 | 159.8 |
| (b) Individuals (high net worth individuals) | 73,708 | 126.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 13.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 21 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 698,843 | 300.4 |
| By Discretionary | ||
| Discretionary | 496,767 | 107.7 |
| Non-Discretionary | 202,076 | 192.7 |
| Total | 698,843 | 300.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.4 | |
| Total | 698,843 | 300.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000947529] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
The Vanguard Group Inc
✚
|
PA | 10,246.6 |
|
Vanguard Global Advisers LLC
✚
|
PA | 491.4 |
|
Vanguard Asset Management Limited
✚
|
483.0 | |
|
Vanguard Advisers Inc
✚
|
PA | 300.4 |
|
Vanguard Investments Australia Limited
✚
|
92.4 | |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
US Bancorp Asset Management Inc
✚
|
MN | 402.8 |
|
Dodge & Cox
✚
|
CA | 400.3 |
|
NISA Investment Advisors LLC
✚
|
MO | 315.3 |
|
Fisher Asset Management LLC
✚
|
TX | 298.7 |
|
TRowe Price Investment Management Inc
✚
|
MD | 207.1 |
|
John Hancock Investment Management LLC
✚
|
MA | 202.2 |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 197.4 |
|
Gallagher Fiduciary Advisors LLC
✚
|
IL | 180.6 |
|
SBI Funds Management Limited
✚
|
174.9 | |
|
Payden & Rygel
✚
|
CA | 150.9 |