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They include 711,336 other individuals, 80,159 high-net-worth individuals and 21 other investment advisers.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Vanguard Advisers offer?","answer":"Vanguard Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Vanguard Advisers use?","answer":"Vanguard Advisers’ separately managed account assets are held at Vanguard Marketing Corporation (Malvern, PA), with $255,604,619,370 and Vanguard Fiduciary Trust Company (Malvern, PA), with $73,719,226,750. The filing also lists The Vanguard Group Inc with no separately managed account assets.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Vanguard Advisers have?","answer":"Vanguard Advisers has 1,941 investment adviser representatives registered with state securities authorities, out of 2,208 employees, and 1,903 perform investment advisory functions. 1,938 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Vanguard Advisers invest in?","answer":"At the end of its last fiscal year, Vanguard Advisers’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs) and 18% pooled vehicles (private funds and similar). It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Vanguard Advisers?","answer":"Vanguard Advisers is owned through a chain of holding companies by Vanguard Index Funds. Its direct owner is Goliath, Inc, A Wholly Owned Subsidiary of the Vanguard Group Inc (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Vanguard Advisers get paid?","answer":"Vanguard Advisers is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}