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Vanguard Advisers Inc
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CRD # | 106715 |
SEC # | 801-49601 |
CIK # | 0000947529 |
AUM | $333.1 BB (2024-08-19) |
Employees | 2,107 (74% Investors, 94% Brokers) |
Phone | 610-669-1000 |
Address | 100 Vanguard Blvd Malvern, PA 19355 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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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 ($TT) |
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AUM Breakdown | Accounts | AUM ($BB) |
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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 |
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13F-NT | [0000947529] |
Related Firms | State | AUM ($BB) |
---|---|---|
The Vanguard Group Inc
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|
PA | 7,909.8 |
Vanguard Global Advisers LLC
✚
|
PA | 432.7 |
Vanguard Asset Management Limited
✚
|
403.3 | |
Vanguard Advisers Inc
✚
|
PA | 333.1 |
Vanguard Investments Australia Limited
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|
83.8 | |
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
Comparable Firms | State | AUM ($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
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|
MO | 154.2 |