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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) |
|---|
| CIK | Period |
|---|---|
| 0000947529 | |
| / | |
| Sector | Form 13F Holdings | Cap ($TT) | Value ($TT) |
|---|---|---|---|
| Microsoft Corp | 1.9 | 0.3 | |
| Apple Inc | 2.4 | 0.3 | |
| Nvidia Corp | 0.4 | 0.3 | |
| Amazon Com Inc | 1.1 | 0.1 | |
| Facebook Inc | 0.4 | 0.1 | |
| Alphabet Inc | 1.5 | 0.1 | |
| Alphabet Inc | 1.5 | 0.1 | |
| Broadcom Inc | 0.2 | 0.1 | |
| Lilly Eli & Co | 0.3 | 0.1 | |
| J P Morgan Chase & Co | 0.3 | 0.1 | |
| Exxon Mobil Corp | 0.4 | 0.0 | |
| Tesla Motors Inc | 0.7 | 0.0 | |
| UnitedHealth Group Inc | 0.5 | 0.0 | |
| VISA Inc | 0.4 | 0.0 | |
| Procter & Gamble Co | 0.3 | 0.0 | |
| Costco Wholesale Corp /NEW | 0.2 | 0.0 | |
| Mastercard Inc | 0.3 | 0.0 | |
| Johnson & Johnson | 0.5 | 0.0 | |
| Home Depot Inc | 0.3 | 0.0 | |
| Merck & Co Inc | 0.2 | 0.0 | |
| AbbVie Inc | 0.3 | 0.0 | |
| Wal Mart Stores Inc | 0.3 | 0.0 | |
| Bank of America Corp /DE/ | 0.3 | 0.0 | |
| Netflix Inc | 0.1 | 0.0 | |
| Chevron Corp | 0.3 | 0.0 | |
| Advanced Micro Devices Inc | 0.1 | 0.0 | |
| Coca Cola Co | 0.3 | 0.0 | |
| Adobe Systems Inc | 0.2 | 0.0 | |
| Qualcomm Inc/DE | 0.1 | 0.0 | |
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| 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 |