THE VANGUARD GROUP, INC.

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	105958	105958	—	1.0
cik	0000102909	102909	—	—
lei	5493002789CX3L0CJP65	5493002789CX3L0CJP65	—	—
sec_file_number	801-11953	801-11953	—	—

Profile

WebsiteHTTPS://WWW.INSTAGRAM.COM/LIFEATVANGUARD

HQ CityMALVERN

HQ StatePA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

VANGUARD GROUP INC adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)10,246,596,045,633.0
RAUM (discretionary)10,246,596,045,633.0
Actionable assets10,246,596,045,633.0
Accounts212.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM0.0
HNW AUM0.0

As of 2025-07-31 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ANGELL, JACQUELINE, MARY	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017767", "owner_id": "5606776", "source": "adv_part1", "table": "Schedule_A_B"}
BENCHENER, MATTHEW, JOHN	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "5569805", "source": "adv_part1", "table": "Schedule_A_B"}
BENDL, JOHN, WESLEY	MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2017767", "owner_id": "6931980", "source": "adv_part1", "table": "Schedule_A_B"}
BOATENG, AMMA, ACHEAMPOMAA	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "4677078", "source": "adv_part1", "table": "Schedule_A_B"}
BRENNAN, JOSEPH, PATRICK	MANAGING DIRECTOR AND CHIEF RISK OFFICER	OFFICER	—	{"filing_id": "2017767", "owner_id": "2193881", "source": "adv_part1", "table": "Schedule_A_B"}
BUNCH, TARA, LYNN	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "7470785", "source": "adv_part1", "table": "Schedule_A_B"}
Couture, Jon, Nicholas	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "8020879", "source": "adv_part1", "table": "Schedule_A_B"}
DAVIS, GREGORY	MANAGING DIRECTOR, PRESIDENT, DIRECTOR AND CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2017767", "owner_id": "2416369", "source": "adv_part1", "table": "Schedule_A_B"}
JAMES, JOHN, MARK	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "5594356", "source": "adv_part1", "table": "Schedule_A_B"}
LOUGHRIDGE, MARK	LEAD INDEPENDENT DIRECTOR AND CHAIRMAN OF THE BOARD	OFFICER	—	{"filing_id": "2017767", "owner_id": "6048361", "source": "adv_part1", "table": "Schedule_A_B"}
MALPASS, SCOTT, CHARLES	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "2532347", "source": "adv_part1", "table": "Schedule_A_B"}
MCISAAC, CHRISTOPHER, DAVIS	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "2928259", "source": "adv_part1", "table": "Schedule_A_B"}
MURPHY, JOHN	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "7942313", "source": "adv_part1", "table": "Schedule_A_B"}
PASTOR, LUBOS	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "7847932", "source": "adv_part1", "table": "Schedule_A_B"}
PATTERSON, REBECCA, HOPE	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "5480298", "source": "adv_part1", "table": "Schedule_A_B"}
PEROLD, ANDRE, FRANCOIS	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "4660204", "source": "adv_part1", "table": "Schedule_A_B"}
RAMJI, SALIM	CHIEF EXECUTIVE OFFICER AND DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "4797124", "source": "adv_part1", "table": "Schedule_A_B"}
RASKIN, SARAH, BLOOM	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "6844984", "source": "adv_part1", "table": "Schedule_A_B"}
Reid, Grant, Fergus	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "7790086", "source": "adv_part1", "table": "Schedule_A_B"}
ROTENBERG, JOANNA, MICHELLE	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "7559067", "source": "adv_part1", "table": "Schedule_A_B"}
Tandon, Nitin	MANAGING DIRECTOR AND CHIEF INFORMATION OFFICER	OFFICER	—	{"filing_id": "2017767", "owner_id": "7482798", "source": "adv_part1", "table": "Schedule_A_B"}
Thomas, David, Anthony	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "7423571", "source": "adv_part1", "table": "Schedule_A_B"}
VALENTE, LAUREN, MARIE	MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "6119944", "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD INDEX FUNDS	STOCKHOLDER	OFFICER	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VENNEMAN, BARBARA	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "8058733", "source": "adv_part1", "table": "Schedule_A_B"}
VOLANAKIS, PETER, FREDERICK	DIRECTOR	OFFICER	—	{"filing_id": "2017767", "owner_id": "5648569", "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD ADMIRAL FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD BOND INDEX FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD CALIFORNIA TAX-FREE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD CHARLOTTE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD CHESTER FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD EXPLORER FUND	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD FENWAY FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD FIXED INCOME SECURITIES FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD HORIZON FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD INSTITUTIONAL INDEX FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD MALVERN FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD MASSACHUSETTS TAX-EXEMPT FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD MONEY MARKET RESERVES	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD MONTGOMERY FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD MUNICIPAL BOND FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD NEW JERSEY TAX-FREE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD NEW YORK TAX-FREE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD OHIO TAX-FREE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD PENNSYLVANIA TAX-FREE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD QUANTITATIVE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD SCOTTSDALE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD SPECIALIZED FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD STAR FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD TAX-MANAGED FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD TRUSTEES' EQUITY FUND	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD VALLEY FORGE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD VARIABLE INSURANCE FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD WELLESLEY INCOME FUND	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD WELLINGTON FUND	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD WHITEHALL FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD WINDSOR FUNDS	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VANGUARD WORLD FUND	STOCKHOLDER	EMPLOYEE	—	{"filing_id": "2017767", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/29/2025 03:36:48 PM",
  "filing_id": "2017767",
  "reg_type": "IA"
}
```

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1