asset manager

Vanguard Group

MALVERN, PA

CRD: 105958

In network coverage since October 20, 2026 · 16+ stories

$11.1TRegulatory AUMSEC Form ADV · Oct 24

1,702EmployeesForm ADV

15Deals on our tracker

1Moves on the wire · 12 months

Regulatory AUM · Aug 16 – Oct 24

Observed recruiting events · 12 monthsOn the wire →

Jessica Rickert

Sep 8 · advisor move

Deal recordFull tracker →

Dec 30, 26Fund launchTransamerica

Oct 21, 26Fund launchWellington Management · Blackstone — coverage

Oct 20, 26Fund launchVanguard Target Retirement Growth Trusts — coverage

Oct 7, 26Fund launchHANetf · Simplify · VanEck · Direxion · Dimensional · T. Rowe Price · AllianzIM · NYLIM MacKay · Logan Capital · FT Vest · Oakmark · Nomura · ICBC UBS AM · Synera Funds · Amplify · Fidelity International · Russell Investments — coverage

Oct 7, 26Fund launchVanguard USD High Yield Corporate Bond UCITS ETF — coverage

Oct 5, 26Deal talkAltruist — coverage

Oct 1, 26Fund launchNBI · Global X — coverage

Sep 29, 26Fund launch — coverage

Sep 21, 26Deal announcedDynasty Financial Partners · Charles Schwab · Anthropic — coverage

Sep 20, 26Deal closedAltruist — coverage

Sep 8, 26Fund launchSchwab · Candidly · Merrill Lynch · Bank of America · Empower — coverage

Sep 1, 26Deal announcedAltruist — coverage

Network coverage

Features

Client cash moving to T-bills is a custody contract fight

Clients put $6.2 billion into the muni ETF and $5 billion into three-month bills in 30 days. That is a sweep-yield decision, and it gets priced at custody renewal, not on the fund menu.

The Close · Oct 26Fidelity's $100 million floor meets Anthropic's $4,800 minimum

The Wrap · Oct 23Capital Group publishes 4%–5.5% range; Vanguard plans CITs

Practice management · Oct 22Vanguard auto-enrolls $1 million–$10 million clients in Flagship

Data · Oct 22Blackstone private wealth AUM hits record $330 billion as distributable earnings fall 9%

The Tape · Oct 22Options-based ETFs near $400bn as derivative income takes two-thirds of flows

Products & portfolios · Oct 22Morningstar backs Vanguard VXUS on low fee and 8,500-stock index

The Tape · Oct 22Calamos sets Oct. 26 launch for least-of autocallable ETF CAYN

The Close · Oct 22WealthManagement.com column says Vanguard-Altruist deal raises the bar for human advice

Tax & estate planning · Oct 22Slott Report: HSA contributions fall to self-only limit when one spouse enrolls in Medicare

The Wrap · Oct 22Capital Group adds retirement income to target-date funds; HSA invested balances top $100 billion

Tax & estate planning · Oct 21Tax-loss selling pushes record $5 billion into muni ETFs in week ended Oct. 14

Plans & Sponsors · Oct 21Vanguard to launch Target Retirement Growth Trusts with higher equity allocations