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Vanguard Advisers Inc
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CRD # | 106715 |
SEC # | 801-49601 |
CIK # | 0000947529 |
AUM | $299.2 BB (2023-03-31) |
Employees | 1,932 (68% Investors, 98% Brokers) |
Phone | 610-669-1000 |
Address | 100 Vanguard Blvd Malvern, PA 19355 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
---|---|---|---|
AAPL | 2.4 | 0.2 | |
MSFT | 1.9 | 0.2 | |
AMZN | 1.1 | 0.1 | |
NVDA | 0.4 | 0.1 | |
GOOGL | 1.5 | 0.1 | |
TSLA | 0.7 | 0.0 | |
GOOG | 1.5 | 0.0 | |
XOM | 0.4 | 0.0 | |
UNH | 0.5 | 0.0 | |
JNJ | 0.5 | 0.0 | |
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) | 720,917 | 143.5 |
(b) Individuals (high net worth individuals) | 54,958 | 110.4 |
(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 | 10.3 |
(g) Pension and profit sharing plans | 127 | 18.6 |
(h) Charitable organizations | 1,006 | 43.8 |
(i) State or municipal government entities | 4 | 0.1 |
(j) Other investment advisers | 19 | 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 | 166 | 11.6 |
(n) Other | 12 | 0.8 |
Total | 602,258 | 338.9 |
By Discretionary | ||
Discretionary | 336,244 | 140.7 |
Non-Discretionary | 266,014 | 198.2 |
Total | 602,258 | 338.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 338.7 | |
Total | 602,258 | 338.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0000947529] |
Related Firms | State | AUM ($BB) |
---|---|---|
The Vanguard Group Inc
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|
PA | 6,649.2 |
Vanguard Global Advisers LLC
✚
|
PA | 337.5 |
Vanguard Asset Management Limited
✚
|
318.5 | |
Vanguard Advisers Inc
✚
|
PA | 299.2 |
Vanguard Investments Australia Limited
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|
74.5 | |
Vanguard Capital Wealth Advisors LLC
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|
CO | 0.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Dodge & Cox
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|
CA | 322.9 |
Lord Abbett & Co LLC
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|
NJ | 211.2 |
John Hancock Investment Management LLC
✚
|
MA | 181.8 |
Fisher Asset Management LLC
✚
|
TX | 173.4 |
Schroder Investment Management North America Inc
✚
|
NY | 171.3 |
TRowe Price Investment Management Inc
✚
|
MD | 165.5 |
US Bancorp Asset Management Inc
✚
|
MN | 146.7 |
Payden & Rygel
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|
CA | 126.9 |
Global Retirement Partners LLC
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|
CA | 119.8 |
Insight North America LLC
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|
NY | 119.2 |