The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: Vanguard Funds and ETFs
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Vanguard Group, The
100 Vanguard Blvd
Malvern, PA  19355
Google Maps

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

  • Background:
    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.
    Vanguard Group, The logo

    Sponsored Opportunities

    Key People:
    Tim Buckley
    Exiting Chairman, CEO, The Vanguard Group
    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
    Story Archive for Vanguard Group, The
    Published On Story Headline Publication
    5/20/2024 Passive Flows Plunge By $70B MFWire.com
    5/15/2024 Despite a $13B Drop, Vanguard Fourpeats MFWire.com
    5/15/2024 For Bogle's 4th Successor, the Board Picks a Non-Crew Member, And ... MFWire.com
    4/26/2024 Despite a $33B Drop, Fidelity Still Leads MFWire.com
    4/24/2024 Despite a $12B Drop, Active Inflows Continue MFWire.com
    4/22/2024 Vanguard Regains the Lead With a $70B Q1 MFWire.com
    4/18/2024 DFA, Van Eck, and 11 More AMs Win Big In Gotham MFWire.com
    3/27/2024 Schwab Pulls Ahead With $10.4B MFWire.com
    3/26/2024 Active Inflows Return After a 28-Month Gap MFWire.com
    3/20/2024 Vanguard Stays In Front, Despite an $8B Drop MFWire.com
    2/29/2024 Who Will Take Over the Low-Cost Leviathan? MFWire.com
    2/27/2024 Active Outflows Shrink By 96 Percent, And ... MFWire.com
    2/27/2024 With $840MM Per Fund, a New Fam Leads MFWire.com
    2/22/2024 With a $15B Spike, Vanguard Regains the Lead MFWire.com
    1/30/2024 These Funds Made a $1.025T 2023 Comeback MFWire.com
    1/26/2024 December Was a $118B Passive Month MFWire.com
    1/24/2024 SSGA Takes the 2023 Crown After a Massive December MFWire.com
    12/19/2023 Money Funds Bounce Back With $185B MFWire.com
    12/18/2023 Passive Inflows Jump Fivefold MFWire.com
    12/13/2023 SSGA Wins With a $15.684B Inflows Jump MFWire.com
    11/29/2023 $31.6B In Outflows Break a 12-Month Streak MFWire.com
    11/28/2023 Active Outflows Grow By $23.4B, But ... MFWire.com
    11/20/2023 Schwab Pulls Ahead With $1.71B MFWire.com
    10/31/2023 $1.126T In a Year MFWire.com
    10/26/2023 Vanguard and JPM Repeat Their Flows Victories MFWire.com
    10/23/2023 $62.622B and Counting MFWire.com
    9/28/2023 These Inflows Jumped $94B In a Month MFWire.com
    9/27/2023 Active Outflows Climb 41 Percent In a Month, And ... MFWire.com
    9/26/2023 Five of the Most Trusted Fund Firms In 2023 MFWire.com
    9/19/2023 Fido Wins With $8B As Passive Flows Fall 83 percent MFWire.com
    8/31/2023 15 of the Best Employers For Women Fundsters In 2023 MFWire.com
    8/24/2023 JPMAM Flows Jump $27B MFWire.com
    8/23/2023 JPMAM Threepeats, and BlackRock Repeats MFWire.com
    8/15/2023 BlackRock Repeats, Netting $17B MFWire.com
    7/28/2023 The $597B Half-Year MFWire.com
    7/27/2023 90 Percent of Passive June Inflows Went to Five Firms MFWire.com
    7/19/2023 Vanguard Leads With $43B MFWire.com
    6/29/2023 JPMAM Leads a $145B Rebound MFWire.com
    6/28/2023 JPMAM Takes the Active Inflows Lead With $5.5B MFWire.com
    6/20/2023 SSGA Takes the Lead With $15.6B MFWire.com
    5/24/2023 These Flows Fell By $354B In April MFWire.com
    5/23/2023 With $1.4B, Fido Takes the Active Inflows Lead MFWire.com
    5/15/2023 Vanguard Leads a $20.5B Recovery MFWire.com
    4/28/2023 One Month, $362B In Inflows MFWire.com
    4/27/2023 Active Outflows Jump By $51B, But ... MFWire.com
    4/19/2023 With $7B, BlackRock Regains the Lead MFWire.com
    3/28/2023 Fidelity Repeats With $31B MFWire.com
    3/27/2023 Passive Inflows Drop $76B, and ... MFWire.com
    3/22/2023 31 of the Most Influential Female Fundsters In 2023 MFWire.com
    3/16/2023 Titans' Flows Fall By $38B MFWire.com
    3/14/2023 A $7.2T-AUM Firm Adds a 7-Bps Fund MFWire.com
    2/28/2023 Fidelity's Inflows Rise to $27B MFWire.com
    2/28/2023 15 of the Best Fund Firms to Work For In 2023 MFWire.com
    2/27/2023 JPMAM Threepeats With $6B MFWire.com
    2/15/2023 A $1.434-Trillion Month MFWire.com
    2/9/2023 Joe Neuberger and a Vanguard Vet Take Over a Fund Firm MFWire.com
    1/31/2023 A $151B Quarter Almost Reverses a Rough Year MFWire.com
    1/30/2023 Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What? MFWire.com
    1/18/2023 Titans' Inflows Fell By $793B MFWire.com
    12/28/2022 With $18B, a Fund Firm Repeats Its Money Fund Win MFWire.com
    12/27/2022 Passive Inflows Fall $40B As Active Outflows Rise 47-Fold MFWire.com
    12/15/2022 Titans' Inflows Collapse, Despite a $938B AUM Boost MFWire.com
    11/22/2022 One Month, $102B In Net Outflows MFWire.com
    11/14/2022 A $45B Reversal MFWire.com
    10/26/2022 With $17B, Schwab Leads Again MFWire.com
    10/25/2022 Net Active Flows Worsen By $67B MFWire.com
    10/17/2022 Only One Titan Wins As Industry Outflows Jump MFWire.com
    10/5/2022 20 Fund Firms Win Big With FAs MFWire.com
    9/28/2022 Schwab Leads With $19.9B MFWire.com
    9/26/2022 Net Active Flows Improve By $26B MFWire.com
    9/23/2022 A Midwestern Startup Wins Its First Month MFWire.com
    9/16/2022 Long-Term Funds Take a $3.7T Hit MFWire.com
    8/30/2022 The 7 Most Trusted Fund Firms of 2022 MFWire.com
    8/29/2022 17 of the Best Employers For Women Fundsters MFWire.com
    8/23/2022 Three Researchers Join a DC Giant's Think Tank 401kWire.com
    8/22/2022 Active Outflows Surpass Passive Inflows By $13B MFWire.com
    8/12/2022 Outflows Fall By $48B MFWire.com
    7/27/2022 Passive Inflows Fall By $42B; Active Outflows Fall By $19B MFWire.com
    7/19/2022 Down $2.737T In a Year MFWire.com
    7/5/2022 Vanguard Hires an 18-Year ICI Vet MFWire.com
    6/24/2022 In One Month, an $80B Reversal MFWire.com
    6/23/2022 Passive Funds Bounce Back By $74B MFWire.com
    6/13/2022 Outflows Continue, Despite a $74B Passive Flows Reversal MFWire.com
    5/31/2022 Money Fund Outflows Octuple In a Month MFWire.com
    5/19/2022 A $104B Fall MFWire.com
    5/5/2022 The 17 Best Fund Firms For Diversity MFWire.com
    4/26/2022 These Funds' $159B Pain Dominated Q1 MFWire.com
    4/25/2022 A $113B Active Flows Collapse MFWire.com
    4/22/2022 Inflows Per Fund Fall 81 Percent MFWire.com
    4/13/2022 Industry Flows Fall 36 Percent, Despite a 21-Percent Jump For Titans MFWire.com
    4/11/2022 This Year, There Are Four Firms Contending ... MFWire.com
    3/22/2022 Inflows Fall $97B, Mostly Due to Active Funds MFWire.com
    3/14/2022 Industry Flows Rebound Fivefold to $48B, But ... MFWire.com
    2/28/2022 One Month, $119B In Outflows MFWire.com
    2/25/2022 Passive Inflows Plunge By $74B, And ... MFWire.com
    2/14/2022 AUM Slips Five Percent As Inflows Fall 90 Percent MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/31/2022 Money Market Flows Fell 23 Percent Last Year, But ... MFWire.com
    1/27/2022 SSGA Leads As Passive Inflows Rise 60 percent MFWire.com
    1/26/2022 Inflows Per Fund Fall 10 Percent, But ... MFWire.com
    1/20/2022 Vanguard Will Adopt a $178MM Fund MFWire.com
    1/10/2022 A TDF Titan Targets 2070, And ... 401kWire.com
    11/30/2021 The Low-Cost Leviathan Preps Its First One-Country Fund MFWire.com
    11/4/2021 The Four Best Fund Firms For Women MFWire.com
    10/13/2021 A Titan Adds a Core-Plus Bond Fund MFWire.com
    10/8/2021 Four Big Fund Firms Wrap Up Deals MFWire.com
    9/22/2021 The Six Most Trusted Fund Firms Are ... MFWire.com
    8/27/2021 Active Inflows Fall 40 Percent, and Passive Falls, Too, But ... MFWire.com
    8/5/2021 Sans Mandate, an MF Titan Offers Vaccine Bonuses MFWire.com
    7/14/2021 Vanguard and BlackRock Bet On a Pair of Startups MFWire.com
    5/19/2021 The Low-Cost Leviathan Brings PE to Retail MFWire.com
    4/23/2021 A $2T-AUM Investing Chief Passes the Reins MFWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    4/15/2021 Some Fundsters and Fund Firms Sign a Voting Rights Ad MFWire.com
    3/23/2021 Fidelity and Vanguard Led the Way In February MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    2/17/2021 Despite a January Dip, Inflows Rise YOY MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    12/23/2020 Vanguard Brings a Large Plan Offering Downmarket 401kWire.com
    12/4/2020 New Retail and Planning Chiefs Rise At Vanguard MFWire.com
    11/2/2020 A $13.8B-AUM Shop Teams Up With the Low-Cost Leviathan MFWire.com
    10/15/2020 33 Years In, a Top Vanguard Stock Indexer Retires MFWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    9/4/2020 $1T Versus $13.94B MFWire.com
    8/21/2020 Active Inflows Fall 58 Percent MFWire.com
    8/14/2020 Inflows Fall 41 Percent MFWire.com
    8/6/2020 Fundster CEOs Get Out the Vote, and One Hosts a Fundraiser MFWire.com
    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
    7/9/2020 An ETF Vet Guides a $606B-AUM Giant In MFWire.com
    5/6/2020 Vanguard's Profit-Sharing Growth Slows a Bit MFWire.com
    3/20/2020 Back On Top After Two Months MFWire.com
    3/16/2020 Inflows Plunge By 69 Percent MFWire.com
    3/10/2020 The 33 Most Influential Women In the U.S. Fund Biz MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/6/2020 A Trillion-Dollar Fund? MFWire.com
    1/23/2020 JPMAM Keeps Its Lead MFWire.com
    1/22/2020 Industry Inflows Proportionately Doubled In 2019 MFWire.com
    1/15/2020 The $183B Year MFWire.com
    1/13/2020 Fundsters Added $3.9T In AUM Last Year MFWire.com
    12/30/2019 Who Runs the Best Funds of the Year? MFWire.com
    12/19/2019 A Bank's Active Funds Lead MFWire.com
    12/12/2019 While Active Outflows Vanish, BlackRock Three-Peats MFWire.com
    11/12/2019 Passive Inflows and Active Outflows Both Fall MFWire.com
    10/21/2019 Passive Inflows Double In Two Months MFWire.com
    10/18/2019 A Focused Growth Shop Wins in September MFWire.com
    10/14/2019 BlackRock Retakes the Lead, But ... MFWire.com
    9/24/2019 Lord Abbett Takes the Active Lead MFWire.com
    9/17/2019 Active and Passive Both Suffered Billions In August Outflows MFWire.com
    8/26/2019 The Feds Sentence an Ex-Vanguard Vet MFWire.com
     News Archives
    2024: Q3Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly

    ©All rights reserved to InvestmentWires, Inc. 1997-2024
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use