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 $299.2 BB (2023-03-31)
Employees 1,932 (68% Investors, 98% Brokers)
Phone610-669-1000
Address100 Vanguard Blvd
Malvern, PA 19355
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
3502802101407001999200720152024
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 ($TT)
5.04.03.02.01.00.02011201520192024
AUM Breakdown Accounts AUM ($BB)
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
13F-NT [0000947529]
Related Firms State AUM ($BB)
The Vanguard Group Inc
PA 6,649.2
Vanguard Global Advisers LLC
PA 337.5
Vanguard Asset Management Limited
318.5
Vanguard Advisers Inc
PA 299.2
Vanguard Investments Australia Limited
74.5
Vanguard Capital Wealth Advisors LLC
CO 0.2
Comparable Firms State AUM ($BB)
Dodge & Cox
CA 322.9
Lord Abbett & Co LLC
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
CA 126.9
Global Retirement Partners LLC
CA 119.8
Insight North America LLC
NY 119.2
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