Clients
Vanguard Portfolio Management serves 101 clients. The average client has about $26.3 billion with the firm.
- Investment companies101 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 101 | $2,656,483,509,980 | 100.0% | $26.30B |
| Total | 101 | $2,656,483,509,980 | 100% | $26.30B |
- Clients
- 101
- Regulatory AUM
- $2,656,483,509,980
- Share
- 100.0%
- Avg. per client
- $26.30B
Total
- Clients
- 101
- Regulatory AUM
- $2,656,483,509,980
- Share
- 100%
- Avg. per client
- $26.30B
What it does
Vanguard Portfolio Management provides portfolio management for investment companies and selecting other managers. It is paid through a percentage of assets and other arrangements.
Vanguard Portfolio Management advises no private funds.
100.0% of assets ($2656.48B across 101 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Vanguard Portfolio Management does not have custody of client assets.
- All other custodians$2656.48B100%
Ownership and leadership
Vanguard Group Inc owns 75% or more of Vanguard Portfolio Management.
- Owns 75% or more of Vanguard Portfolio Management, LLC
Vanguard Group Inc
Control person · since June 2025
- Owns 25% to 50% of Vanguard Group Inc
Vanguard Index Funds
Control person · since June 2025
Leadership
- Carrie SimonsChief Financial Officer
- Jacqueline AngellChief Compliance Officer
- John AmeriksManager and Chief Investment Officer
- Carolyn CrossManager
- Brian DvorakManager
- Matthew McCarthyManager
- John SchadlManager
Staff
- 105 employees
- 105 in advisory functions
Reported holdings
Vanguard Portfolio Management’s reported 13F holdings total $2219.15B across 3,141 positions, and the ten largest make up 21.6% of it.
- $2219.15B
- Reported 13F value
- 3,141
- Positions
- 21.6%
- In the 10 largest
- +15.9%
- Value vs. prior quarter
- Nvidia Corporation4.7%
- Apple Inc.4.4%
- Microsoft Corp.2.8%
- Broadcom Inc.2.2%
- Alphabet Inc. · Cap Stk CL A1.6%
- Amazon Com Inc.1.3%
- Micron Technology Inc.1.3%
- Alphabet Inc. · Cap Stk CL C1.3%
- Eli Lilly & CO1.1%
- Advanced Micro Devices Inc.1.0%
Together, the ten largest are 21.6% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $2219.15B is not its $2656.48B in regulatory assets and does not represent any individual client's portfolio.
Fees
Vanguard Portfolio Management is paid through a percentage of assets under management and other.
Vanguard Portfolio Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Vanguard Portfolio Management has 2 offices, with 3 listed addresses across 3 states.
Arizona · 1 listed address
- 14321 N. Northsight BLVD, Scottsdale
District of Columbia · 1 listed address
- 801 Pennsylvania Avenue NW, Washington
Pennsylvania · 1 listed address
- 100 Vanguard BLVD, MalvernHQ
Registration details
- Legal name
- Vanguard Portfolio Management, LLC
- Headquarters
- 100 Vanguard BLVD, Malvern, PA 19355
- Phone
- 610-669-1000
- Website
- Not reported
- SEC file
- 801-134587
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Vanguard Portfolio Management have?
Vanguard Portfolio Management has 101 clients and manages $2656.5 billion for them, as of September 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Vanguard Portfolio Management offer?
Vanguard Portfolio Management provides portfolio management for investment companies and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Vanguard Portfolio Management have?
Vanguard Portfolio Management has 0 investment adviser representatives registered with state securities authorities, out of 105 employees, and 105 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Vanguard Portfolio Management?
Vanguard Portfolio Management is owned through a holding company by Vanguard Index Funds. Its direct owner is Vanguard Group Inc (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Vanguard Portfolio Management get paid?
Vanguard Portfolio Management is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
