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MFWire: Vanguard Funds and ETFs
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Vanguard Group, The
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100 Vanguard Blvd
Malvern, PA 19355
Google Maps
Contact
Main Phone: 800-523-1036
Web Site:
http://vanguard.com/
Mutual Fund Brand(s)
Vanguard Funds and ETFs
Research Links
SEC Fund Filings by CIK
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Background:
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In fall 2021, Vanguard acquired Just Invest, an ally in the direct indexing space.
The only mutually-owned mutual fund firm, the Vanguard Group of Mutual Funds is known for its index funds and low-cost actively managed funds. Typically, its actively managed funds rely on subadvisors for their portfolio management. Its ownership structure, use of subadvisors and scale as an indexer have enabled Vanguard to build a reputation as the lowest cost mutual fund provider while propelling it to become (by 2015, if not earlier), in the words of one industry watcher, "the most dominant fund company in history." As of the end of 2016, that dominance shows now signs of slowing down.
That low-cost philosophy has dictated aspects of Vanguard's strategic evolution. Because its funds carry no distribution fees or 12b-1 charges, it does not pay revenue sharing to distribution partners. In the 401(k) market, Vanguard traditionally limited offering its recordkeeping services to the large plan market where plans are sold directly. Yet Vanguard now also partners with Ascensus to reach small market 401(k) plans via TPAs and advisors.
On the retail side of its business, its funds carry larger-than-average minimum purchase requirements as its low revenue per dollar of AUM make very small accounts unprofitable.
Vanguard's roots date to 1928 when Walter L. Morgan founded the Wellington Fund. Vanguard itself was founded by John "Jack" Bogle in September 1974 to act as the advisor to the Wellington Fund. In January of that year Wellington Management had fired Bogle as its CEO and president. However, the independent board of the Wellington Funds had voted to retain Bogle as the mutual funds chairman.
Bogle brought his vision of low cost investing and indexing along with an innovative ownership structure to what he called his "Vanguard experiment". Since its founding Vanguard has been mutually owned by the shareholders in the mutual funds that it sponsors. That ownership structure remains unique among major fund firms.
Its first mutual fund was the Vanguard Wellington Fund for which Wellington served as the subadvisor.
Vanguard did not launch its first index fund -- First Index Investment Trust (now Index 500) -- until 1976, nearly two years after its founding.
Vanguard hires subadvisors to manage its non-indexed funds.
In 1977 Vanguard dropped sales-loads on its funds and adopted a direct-sold distribution strategy. That year it also adopted a "defined maturity" structure for its bond funds, dividing its funds into short, intermediate and long-term portfolios. A year later it began managing a portion of its fixed income investments in-house rather than through a subadvisor.
In 2000, Vanguard created the Admiral share class to pass on the lower costs of administering large balance accounts to those shareholders.
Jack Brennan took the CEO reins from Bogle in 1999. William McNabb succeeded Brennan as CEO at the end of August 2008.
Employees at Vanguard are known as "crew" members and the fund firm's headquarters is known as the "shipyard" and even the dining rooms are known as "galleys". The motif and Vanguard's name derives from Lord Horatio Nelson's fleet at the battle of the Nile. Nelson's flagship at the battle was theHMS Vanguard.
The low-cost juggernaut now manages over $3.5 trillion as of June 30, 2016.
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Sponsored Opportunities
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Key People:
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Salim Ramji
CEO, Board Member, Vanguard | Greg Davis
President, Chief Investment Officer, Vanguard | Tom Rampulla
Managing Director, Head of U.S. Financial Intermediaries Business, Vanguard | Martha King
Managing Director, Head of Institutional Investor Group, Vanguard | Chris McIsaac
Managing Director, Planning and Development Group, Vanguard Group, The | Karin Risi
Managing Director, Retail Investor Group, Vanguard Group, The | Anne Robinson
General Counsel, Vanguard Group, The | Mike Rollings
Chief Financial Officer, Managing Director of the Finance Division, Vanguard Group, The | Jim Norris
Managing Director of International Operations, The Vanguard Group | Glenn Reed
Managing Director, Strategy Division, The Vanguard Group | Kathy Gubanich
Managing Director, Human Resources, The Vanguard Group | Pauline Scalvino
Principal, Global Risk & Security Division, Vanguard | Melissa Nassar
Principal, Retail Investor Services: Business Development Group, Vanguard | John Marcante
Head of Information Technology, Vanguard Group, The |
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Story Archive for Vanguard Group, The
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Published On
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Story Headline
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Publication |
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10/31/2024
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Passive Flows Are Still Up 4X, Despite a $46B Drop
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SSGA Pulls Ahead With $18B
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7/24/2024
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BlackRock Won Two-Thirds of Passive Inflows Last Month
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7/18/2024
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7/8/2024
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Week In Preview, July 8 - July 14
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6/28/2024
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6/27/2024
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Active Outflows Fall By $10B
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6/26/2024
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Vanguard Wins Again Amid a $34B Reversal
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5/20/2024
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Passive Flows Plunge By $70B
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5/15/2024
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Despite a $13B Drop, Vanguard Fourpeats
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5/15/2024
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For Bogle's 4th Successor, the Board Picks a Non-Crew Member, And ...
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4/26/2024
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Despite a $33B Drop, Fidelity Still Leads
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4/24/2024
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Despite a $12B Drop, Active Inflows Continue
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4/22/2024
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Vanguard Regains the Lead With a $70B Q1
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4/18/2024
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DFA, Van Eck, and 11 More AMs Win Big In Gotham
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3/27/2024
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Schwab Pulls Ahead With $10.4B
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3/26/2024
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Active Inflows Return After a 28-Month Gap
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3/20/2024
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Vanguard Stays In Front, Despite an $8B Drop
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2/29/2024
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Who Will Take Over the Low-Cost Leviathan?
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2/27/2024
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Active Outflows Shrink By 96 Percent, And ...
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2/27/2024
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With $840MM Per Fund, a New Fam Leads
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2/22/2024
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With a $15B Spike, Vanguard Regains the Lead
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1/30/2024
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These Funds Made a $1.025T 2023 Comeback
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1/26/2024
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December Was a $118B Passive Month
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1/24/2024
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SSGA Takes the 2023 Crown After a Massive December
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12/19/2023
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Money Funds Bounce Back With $185B
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12/18/2023
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Passive Inflows Jump Fivefold
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12/13/2023
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SSGA Wins With a $15.684B Inflows Jump
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11/29/2023
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$31.6B In Outflows Break a 12-Month Streak
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11/28/2023
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Active Outflows Grow By $23.4B, But ...
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11/20/2023
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Schwab Pulls Ahead With $1.71B
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10/31/2023
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$1.126T In a Year
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10/26/2023
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Vanguard and JPM Repeat Their Flows Victories
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10/23/2023
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$62.622B and Counting
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9/28/2023
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These Inflows Jumped $94B In a Month
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9/27/2023
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Active Outflows Climb 41 Percent In a Month, And ...
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Five of the Most Trusted Fund Firms In 2023
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9/19/2023
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Fido Wins With $8B As Passive Flows Fall 83 percent
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8/31/2023
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15 of the Best Employers For Women Fundsters In 2023
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8/24/2023
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JPMAM Flows Jump $27B
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8/23/2023
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JPMAM Threepeats, and BlackRock Repeats
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8/15/2023
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BlackRock Repeats, Netting $17B
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7/28/2023
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The $597B Half-Year
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7/27/2023
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90 Percent of Passive June Inflows Went to Five Firms
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7/19/2023
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Vanguard Leads With $43B
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6/29/2023
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JPMAM Leads a $145B Rebound
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6/28/2023
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JPMAM Takes the Active Inflows Lead With $5.5B
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6/20/2023
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SSGA Takes the Lead With $15.6B
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5/24/2023
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These Flows Fell By $354B In April
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5/23/2023
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With $1.4B, Fido Takes the Active Inflows Lead
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5/15/2023
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Vanguard Leads a $20.5B Recovery
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4/28/2023
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One Month, $362B In Inflows
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4/27/2023
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Active Outflows Jump By $51B, But ...
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4/19/2023
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With $7B, BlackRock Regains the Lead
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3/28/2023
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Fidelity Repeats With $31B
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3/27/2023
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Passive Inflows Drop $76B, and ...
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3/22/2023
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31 of the Most Influential Female Fundsters In 2023
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3/16/2023
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Titans' Flows Fall By $38B
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3/14/2023
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A $7.2T-AUM Firm Adds a 7-Bps Fund
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2/28/2023
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Fidelity's Inflows Rise to $27B
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2/28/2023
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15 of the Best Fund Firms to Work For In 2023
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2/27/2023
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JPMAM Threepeats With $6B
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2/15/2023
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A $1.434-Trillion Month
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2/9/2023
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Joe Neuberger and a Vanguard Vet Take Over a Fund Firm
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1/31/2023
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A $151B Quarter Almost Reverses a Rough Year
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1/30/2023
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Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What?
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1/18/2023
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Titans' Inflows Fell By $793B
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12/28/2022
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With $18B, a Fund Firm Repeats Its Money Fund Win
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12/27/2022
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Passive Inflows Fall $40B As Active Outflows Rise 47-Fold
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12/15/2022
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Titans' Inflows Collapse, Despite a $938B AUM Boost
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11/22/2022
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One Month, $102B In Net Outflows
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11/14/2022
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A $45B Reversal
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10/26/2022
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With $17B, Schwab Leads Again
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10/25/2022
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Net Active Flows Worsen By $67B
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10/17/2022
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Only One Titan Wins As Industry Outflows Jump
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10/5/2022
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20 Fund Firms Win Big With FAs
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9/28/2022
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Schwab Leads With $19.9B
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9/26/2022
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Net Active Flows Improve By $26B
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9/23/2022
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A Midwestern Startup Wins Its First Month
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9/16/2022
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Long-Term Funds Take a $3.7T Hit
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8/30/2022
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8/29/2022
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17 of the Best Employers For Women Fundsters
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8/23/2022
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Three Researchers Join a DC Giant's Think Tank
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8/22/2022
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Active Outflows Surpass Passive Inflows By $13B
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8/12/2022
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Outflows Fall By $48B
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7/27/2022
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Passive Inflows Fall By $42B; Active Outflows Fall By $19B
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7/19/2022
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Down $2.737T In a Year
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7/5/2022
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Vanguard Hires an 18-Year ICI Vet
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6/24/2022
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In One Month, an $80B Reversal
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6/23/2022
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Passive Funds Bounce Back By $74B
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6/13/2022
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Outflows Continue, Despite a $74B Passive Flows Reversal
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5/31/2022
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Money Fund Outflows Octuple In a Month
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5/19/2022
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A $104B Fall
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5/5/2022
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4/26/2022
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These Funds' $159B Pain Dominated Q1
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4/25/2022
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A $113B Active Flows Collapse
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4/22/2022
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Inflows Per Fund Fall 81 Percent
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4/13/2022
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Industry Flows Fall 36 Percent, Despite a 21-Percent Jump For Titans
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4/11/2022
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This Year, There Are Four Firms Contending ...
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3/22/2022
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Inflows Fall $97B, Mostly Due to Active Funds
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3/14/2022
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Industry Flows Rebound Fivefold to $48B, But ...
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2/28/2022
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One Month, $119B In Outflows
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2/25/2022
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Passive Inflows Plunge By $74B, And ...
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2/14/2022
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AUM Slips Five Percent As Inflows Fall 90 Percent
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2/8/2022
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1/31/2022
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Money Market Flows Fell 23 Percent Last Year, But ...
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1/27/2022
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SSGA Leads As Passive Inflows Rise 60 percent
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1/26/2022
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Inflows Per Fund Fall 10 Percent, But ...
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1/20/2022
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Vanguard Will Adopt a $178MM Fund
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1/10/2022
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A TDF Titan Targets 2070, And ...
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11/30/2021
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The Low-Cost Leviathan Preps Its First One-Country Fund
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11/4/2021
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10/13/2021
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A Titan Adds a Core-Plus Bond Fund
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10/8/2021
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Four Big Fund Firms Wrap Up Deals
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9/22/2021
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The Six Most Trusted Fund Firms Are ...
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8/27/2021
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Active Inflows Fall 40 Percent, and Passive Falls, Too, But ...
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8/5/2021
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Sans Mandate, an MF Titan Offers Vaccine Bonuses
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7/14/2021
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Vanguard and BlackRock Bet On a Pair of Startups
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5/19/2021
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The Low-Cost Leviathan Brings PE to Retail
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4/23/2021
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A $2T-AUM Investing Chief Passes the Reins
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4/19/2021
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Passive Inflows Rise 25 Percent, But ...
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4/15/2021
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Some Fundsters and Fund Firms Sign a Voting Rights Ad
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3/23/2021
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Fidelity and Vanguard Led the Way In February
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3/15/2021
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MF and ETF Inflows Quintuple
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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2/17/2021
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Despite a January Dip, Inflows Rise YOY
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1/19/2021
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2020 Inflows Fell, But Giants' Dominance Grew
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12/23/2020
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Vanguard Brings a Large Plan Offering Downmarket
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12/4/2020
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New Retail and Planning Chiefs Rise At Vanguard
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11/2/2020
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A $13.8B-AUM Shop Teams Up With the Low-Cost Leviathan
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10/15/2020
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33 Years In, a Top Vanguard Stock Indexer Retires
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9/15/2020
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JPMAM Takes the Lead As Titans' Inflows Slip Again
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9/4/2020
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$1T Versus $13.94B
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8/21/2020
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Active Inflows Fall 58 Percent
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8/14/2020
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Inflows Fall 41 Percent
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8/6/2020
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Fundster CEOs Get Out the Vote, and One Hosts a Fundraiser
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7/16/2020
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Titans' Inflows Climb Another 85 Percent
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MFWire.com
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7/9/2020
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An ETF Vet Guides a $606B-AUM Giant In
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5/6/2020
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Vanguard's Profit-Sharing Growth Slows a Bit
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4/3/2020
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iShares and the Godfather of ETFs Win Big
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