FAQs
Vanguard Group 13F filings and top holdings and stakes? ›
Largest shareholders include Bank Of America Corp /de/, Wellspring Financial Advisors, LLC, Beacon Capital Management, Inc., Morgan Stanley, LPL Financial LLC, Envestnet Asset Management Inc, Compass Financial Group, INC/SD, Morningstar Investment Management LLC, MSTQX - Morningstar U.S. Equity Fund, and UBS Group AG .
Who are the top 10 shareholders of Vanguard Group? ›Largest shareholders include Bank Of America Corp /de/, Wellspring Financial Advisors, LLC, Beacon Capital Management, Inc., Morgan Stanley, LPL Financial LLC, Envestnet Asset Management Inc, Compass Financial Group, INC/SD, Morningstar Investment Management LLC, MSTQX - Morningstar U.S. Equity Fund, and UBS Group AG .
Who are the investors behind Vanguard Group? ›Vanguard set out in 1975 under a radical ownership structure that remains unique in the asset management industry. Our company is owned by its member funds, which in turn are owned by fund shareholders. With no outside owners to satisfy, we focus squarely on meeting the investment needs of our clients.
Is Vanguard Group Israeli? ›The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor founded on May 1, 1975 and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024.
What are the top 5 holdings in Vanguard? ›- Top 5 stock holdings are MSFT, AAPL, NVDA, AMZN, META, and represent 20.94% of Vanguard Group's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$239B), CMG (+$7.3B), XOM (+$5.7B), APH (+$5.1B), GEV (+$4.6B), MSFT (+$3.5B), CRWD (+$2.0B), LH (+$2.0B), CNQ (+$1.6B), KKR (+$1.4B).
Bogle attended his wife's Presbyterian church, but maintained his faith as an Episcopalian. At age 31, Bogle suffered from his first of several heart attacks, and at age 38, he was diagnosed with the rare heart disease arrhythmogenic right ventricular dysplasia. He received a heart transplant in 1996 at age 66.
What bank owns Vanguard? ›Vanguard is owned by its member funds, which in turn are owned by fund shareholders. With no outside owners to satisfy, this structure ensures business and portfolio management decision focuses squarely on meeting the investment needs of our investors.
What religion is Vanguard? ›Vanguard is an “evangelistic” Christian School.
What is the best investment company for retirement? ›- Charles Schwab. Headquarter: Westlake, Texas, United States. ...
- Transamerica. Headquarter: Baltimore, Maryland, United States. ...
- Principal Financial Group. Headquarter: Des Moines, Iowa, United States. ...
- Tiaa. ...
- American Funds. ...
- New York Life. ...
- Captrust. ...
- Fidelity Investments.
Vanguard ended 2022 with $5.02 trillion in institutional assets globally, down 7.1% from $5.41 trillion in 2021, while BlackRock ended 2022 with $4.83 trillion in institutional assets, down 15.1% from $5.69 trillion in 2021.
Who is the real owner of BlackRock? ›
Larry Fink is the founder, CEO and chairman of powerhouse investment management firm BlackRock, one of the world's largest asset managers. He and seven partners founded BlackRock in 1988. Originally it was part of The Blackstone Group. BlackRock was spun off from Blackstone in 1994 and went public in 1999.
Does Soros own BlackRock? ›George Soros Blackrock Inc.
The first Blackrock trade was made in Q4 2009. Since then George Soros bought shares seven more times and sold shares on ten occasions. The investor completely sold their stake between Q3 2018 and Q1 2020.
Name | Equities | % |
---|---|---|
Vanguard Fiduciary Trust Co. 8.922 % | 13,215,837 | 8.922 % |
BlackRock Advisors LLC 5.090 % | 7,539,331 | 5.090 % |
STATE STREET CORPORATION 4.011 % | 5,940,826 | 4.011 % |
Merrill Lynch International 3.490 % | 5,169,677 | 3.490 % |
Gregory Davis is Vanguard's president and chief investment officer, responsible for all aspects of the firm's investment management, retirement business, and services for financial advisor clients, overseeing the majority of Vanguard's fund and ETF distribution.
How much does CEO of Vanguard make? ›Total salary range for Vanguard Chief Executive Officer
The estimated total pay range for a Chief Executive Officer at Vanguard is $370K–$690K per year, which includes base salary and additional pay. The average Chief Executive Officer base salary at Vanguard is $233K per year.
Vanguard founder John C. Bogle (CEO from 1975 to 1995) John J. Brennan (CEO from 1996 to 2008)