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CRD 164593
MALVERN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| VANGUARD GLOBAL BOND INDEX FUND | Other Private Fund | $23B | Dec 8, 2022 | 916 | Mar 30, 2016 | dropped | n/a |
| VANGUARD FTSE UK ALL SHARE INDEX UNIT TRUST | Other Private Fund | $16B | Mar 1, 2022 | 133 | Jul 21, 2016 | dropped | n/a |
| VANGUARD FTSE DEVELOPED WORLD EX-UK EQUITY INDEX FUND | Other Private Fund | $12B | Mar 1, 2022 | 109 | Jul 21, 2016 | dropped | n/a |
| VANGUARD GLOBAL STOCK INDEX FUND | Other Private Fund | $11B | Mar 1, 2022 | 286 | Mar 29, 2018 | dropped | n/a |
| VANGUARD US GOVERNMENT BOND INDEX FUND | Other Private Fund | $8.3B | Dec 18, 2024 | 864 | Mar 30, 2016 | reported | n/a |
| VANGUARD ESG DEVELOPED WORLD ALL CAP INDEX FUND | Other Private Fund | $5.8B | Dec 18, 2024 | 260 | Mar 31, 2022 | reported | n/a |
| VANGUARD EURO GOVERNMENT BOND INDEX FUND | Other Private Fund | $5.8B | Dec 18, 2024 | 314 | Mar 30, 2016 | reported | n/a |
| VANGUARD EUROPEAN STOCK INDEX FUND | Other Private Fund | $5.1B | Mar 1, 2022 | 189 | Mar 30, 2016 | dropped | n/a |
| VANGUARD GLOBAL CORPORATE BOND INDEX FD | Other Private Fund | $4.6B | Dec 18, 2024 | 222 | Mar 31, 2023 | reported | n/a |
| VANGUARD GLOBAL SHORT TERM BOND INDEX FUND | Other Private Fund | $4.3B | Dec 18, 2024 | 312 | Mar 30, 2016 | reported | n/a |
| VANGUARD JAPAN STOCK INDEX FUND | Other Private Fund | $4.2B | Mar 1, 2022 | 206 | Mar 30, 2016 | dropped | n/a |
| VANGUARD U.K. GOVERNMENT BOND INDEX FUND | Other Private Fund | $3.9B | Aug 15, 2023 | 264 | Mar 31, 2022 | dropped | n/a |
| VANGUARD PACIFIC EX-JAPAN STOCK INDEX FUND | Other Private Fund | $3.7B | Mar 1, 2022 | 163 | Mar 30, 2016 | dropped | n/a |
| VANGUARD FTSE DEVELOPED EUROPE EX-UK EQUITY INDEX FUND | Other Private Fund | $3.6B | Mar 1, 2022 | 101 | Jul 21, 2016 | dropped | n/a |
| VANGUARD GLOBAL SHORT-TERM CORPORATE BOND INDEX FUND | Other Private Fund | $3.4B | Dec 8, 2022 | 129 | Mar 29, 2018 | dropped | n/a |
| VANGUARD GLOBAL SMALL CAP INDEX FUND | Other Private Fund | $3.1B | Mar 1, 2022 | 181 | Mar 30, 2016 | dropped | n/a |
| VANGUARD GLOBAL CORPORATE BOND INDEX FUND | Other Private Fund | $2.5B | Mar 1, 2022 | 59 | Mar 29, 2018 | dropped | n/a |
| VANGUARD EUROZONE STOCK INDEX FUND | Other Private Fund | $2.3B | Mar 1, 2022 | 104 | Mar 30, 2016 | dropped | n/a |
| VANGUARD US INVESTMENT GRADE CREDIT INDEX FUND | Other Private Fund | $2.0B | Mar 1, 2022 | 125 | Mar 30, 2016 | dropped | n/a |
| VANGUARD UK INFLATION-LINKED GILT INDEX FUND | Other Private Fund | $1.8B | Jul 24, 2019 | 171 | Jul 21, 2016 | dropped | n/a |
| VANGUARD EZ INFLATION-LINKED BD INDEX FD | Other Private Fund | $1.4B | Aug 15, 2023 | 131 | Mar 31, 2023 | dropped | n/a |
| VANGUARD EMERGING MARKETS BOND FUND | Other Private Fund | $1.3B | Dec 18, 2024 | 218 | Mar 30, 2020 | reported | n/a |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | Other Private Fund | $1.2B | Dec 8, 2022 | 1,007 | Mar 30, 2016 | dropped | n/a |
| VANGUARD GLOBAL CREDIT BOND FUND | Other Private Fund | $943M | Dec 18, 2024 | 212 | Mar 29, 2018 | reported | n/a |
| VANGUARD SRI GLOBAL STOCK FUND | Other Private Fund | $909M | Mar 1, 2022 | 162 | Mar 30, 2016 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CAUGHLIN, KAITLYN | Manager | Na | yes | 05/2022 | Jul 26, 2022 | Dec 18, 2024 |
| DAVIS, GREGORY | CHAIRMAN OF THE BOARD, MANAGER AND CHIEF INVESTMENT OFFICER | Na | yes | 01/2018 | Aug 7, 2018 | Dec 18, 2024 |
| MERIANOS, LAURA, J. | Manager | Na | yes | 07/2021 | Jan 13, 2022 | Dec 18, 2024 |
| PETTY, DAVID, BRUCE | CHIEF FINANCIAL OFFICER | Na | yes | 12/2021 | Mar 27, 2024 | Dec 18, 2024 |
| POPE, KATHERINE, MARY LEGH | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2024 | Oct 7, 2024 | Dec 18, 2024 |
| VANGUARD GROUP INC | Active | E | yes | 09/1974 | Jun 14, 2012 | Dec 18, 2024 |
| VANGUARD INDEX FUNDS | Stockholder | C | no | 08/1976 | Jul 3, 2012 | Dec 18, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | n/a | Asset manager | $11093B | Y | no | n/a |
| VANGUARD ASSET MANAGEMENT, LIMITED | n/a | Former SEC adviser | $483B | N | yes | n/a |
| VANGUARD ADVISERS, INC. | n/a | Bd affiliated wealth | $345B | N | yes | n/a |
| VANGUARD INVESTMENTS AUSTRALIA LIMITED | n/a | Former SEC adviser | $92B | N | yes | n/a |
| VANGUARD PERSONALIZED INDEXING MANAGEMENT | n/a | Asset manager | $11B | N | yes | n/a |
| VANGUARD FIDUCIARY TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| VANGUARD GROUP (IRELAND) LIMITED | n/a | n/a | n/a | N | yes | n/a |
| VANGUARD GROUP EUROPE GMBH | n/a | n/a | n/a | N | yes | n/a |
| VANGUARD INVESTMENTS CANADA INC. | n/a | n/a | n/a | N | yes | n/a |
| VANGUARD INVESTMENTS UK, LIMITED | n/a | n/a | n/a | N | yes | n/a |
| VANGUARD MARKETING CORPORATION | n/a | n/a | n/a | N | yes | n/a |
| VANGUARD NATIONAL TRUST COMPANY, N.A. | n/a | n/a | n/a | N | yes | n/a |
| VANGUARD SUPER PTY LTD. | n/a | n/a | n/a | N | yes | n/a |
| VGI INSURANCE, INC. | n/a | n/a | n/a | N | yes | n/a |
| VGIM, S.A. DE C.V., ASESOR EN INVERSIONES INDEPENDIENTE | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Scottsdale | Az | United States | 26 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $250B | $250B | 315 | 314 | 2 | n/a | n/a |
| 2024 | Apr 30, 2025 | $491B | $491B | 192 | 84 | 1 | 7 | n/a |
| 2023 | Mar 27, 2024 | $433B | $433B | 262 | 105 | 1 | 15 | $34B |
| 2022 | Mar 31, 2023 | $338B | $338B | 201 | 77 | 1 | 24 | $31B |
| 2021 | Mar 31, 2022 | $395B | $395B | 220 | 145 | 1 | 20 | $50B |
| 2020 | Mar 31, 2021 | $254B | $254B | 439 | 311 | 1 | 35 | $111B |
| 2019 | Mar 30, 2020 | $239B | $239B | 550 | 360 | 3 | 31 | $104B |
| 2018 | Mar 31, 2019 | $224B | $224B | 490 | 369 | 0 | 32 | $94B |
| 2017 | Mar 28, 2018 | $735M | $735M | 314 | 206 | 0 | n/a | n/a |
| 2016 | Mar 31, 2017 | $560M | $560M | 269 | 170 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $328M | $328M | 147 | 89 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $387M | $387M | 131 | 95 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $194M | $194M | 142 | 51 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | n/a | n/a | 0 | 0 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $250B | $491B | -49.2% | $338B | -9.6% | 315 | 192 | 2 | 1 |