Who is behind the Vanguard group?

Vanguard isn't owned by shareholders. It's owned by the people who invest in our funds . Our owners have access to personalized financial advice, high-quality investments, retirement tools, and relevant market insights that help them build a future for those they love. That's the Value of Ownership.

How powerful is the Vanguard group?

The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor founded on May 1, 1975 and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024 .

Who owns most of Vanguard Group?

Vanguard is owned by its member funds , which in turn are owned by fund shareholders. With no outside owners to satisfy, this structure ensures business and portfolio management decision focuses squarely on meeting the investment needs of our investors.

What is the 3 portfolio strategy Vanguard?

A three-fund portfolio is an investment strategy that involves holding mutual funds or ETFs that invest in U.S. stocks, international stocks and bonds . The strategy is popular with followers of the late Vanguard founder John Bogle, who valued simplicity in investing and keeping investment costs low.

What religion is John C. Bogle?

Bogle attended his wife's Presbyterian church, but maintained his faith as an Episcopalian . At age 31, Bogle suffered from his first of several heart attacks, and at age 38, he was diagnosed with the rare heart disease arrhythmogenic right ventricular dysplasia. He received a heart transplant in 1996 at age 66.

Is Vanguard a good company?

Leader in low-cost funds: The company has a solid reputation for the well-below-average expense ratios on its index funds and exchange-traded funds . For long-term investors looking to pair a buy-and-hold strategy with the lowest-cost offerings, it's hard to beat the service and selection found with Vanguard.

What happens if Vanguard goes bust?

The securities that underlie the funds are held by a custodian, not by Vanguard. Vanguard is paid by the funds to provide administration and other services. If Vanguard ever did go bankrupt, the funds would not be affected and would simply hire another firm to provide these services .

Who is the CEO of the Vanguard Group?

VALLEY FORGE, PA (July 8, 2024) —Vanguard today announced that Salim Ramji has assumed the role of chief executive officer and joined Vanguard's Board of Directors.

Who is bigger, BlackRock or Vanguard?

The company has no other owners than its shareholders, which sets it apart from most publicly traded investment firms. Vanguard Group is the second-largest investment firm in the world after BlackRock . It is the biggest issuer of mutual funds worldwide and the second-biggest ETF issuer.

How much does CEO of Vanguard make?

Total salary range for Vanguard Chief Executive Officer The estimated total pay range for a Chief Executive Officer at Vanguard is $370K–$690K per year , which includes base salary and additional pay. The average Chief Executive Officer base salary at Vanguard is $233K per year.

Who controls BlackRock?

BlackRock, which has offered shares to the public since its 1999 IPO, is mostly owned by institutional investors, including the Vanguard Group, State Street Corp. (STT -1.51%), Bank of America (BAC -1.96%), and Temasek Holdings, a Singapore state-owned conglomerate .

How does Vanguard make money?

Expense ratios: Vanguard earns money from the expense ratios of its own mutual funds and EFTs . Expense ratios are the fees paid by investors for investing in the fund.

What is the best retirement portfolio for a 70 year old?

At age 60–69, consider a moderate portfolio (60% stock, 35% bonds, 5% cash/cash investments); 70–79, moderately conservative ( 40% stock, 50% bonds, 10% cash/cash investments ); 80 and above, conservative (20% stock, 50% bonds, 30% cash/cash investments).

What should a 60 year old asset allocation be?

According to this principle, individuals should hold a percentage of stocks equal to 100 minus their age. So, for a typical 60-year-old, 40% of the portfolio should be equities . The rest would comprise high-grade bonds, government debt, and other relatively safe assets.

What is the 60 20 20 portfolio?

As of the Trust's initial date of deposit (the “Inception Date”), the asset classes represented in the portfolio will be approximately weighted as follows: common stock funds, 60%; commodities notes, 20%; and fixed-income funds, 20% .

Topic: The Vanguard Group (2024)

Table of Contents

What services does the Vanguard Group offer? Who are Vanguards' main competitors? Key insights Editor’s Picks Current statistics on this topic Further recommended statistics Overview Overview Key metrics Key metrics Asset allocation of leading investment funds Asset allocation of leading investment funds Forecast security perfromace Forecast security perfromace Competing firms Competing firms Get the best reports to understand your industry Contact FAQs

Statista Logo

- Business Solutions
- Academia and Government
Statistics
All Industries
E-Commerce
Internet
Most-viewed Statistics
Recent Statistics Popular Statistics
Most used social networks 2024, by number of users
Big Mac index worldwide 2024
Global retail e-commerce sales 2014-2027
Car brand market share worldwide 2023
Quarterly Netflix subscribers count worldwide 2013-2024
Topics
Topic Overview
Top Report
View Report
Industry Overview
Reports
Report Shop
Search our report database
Find your information in our database containing over 20,000 reports
Market Insights
Market forecast and expert KPIs for 1000+ markets in 190+ countries & territories
- Explore Market Insights
- Consumer
- Digital
- Mobility
Consumer Insights
Insights on consumer attitudes and behavior worldwide
2,000,000+ interviews
15,000+ brands
Explore Consumer Insights
Company Insights
Business information on 100m+ public and private companies
- 100+ industries
- 200+ countries and territories
Explore Company Insights
eCommerce Insights
Detailed information for 39,000+ online stores and marketplaces
70+ KPIs per store
Revenue analytics and forecasts
Explore eCommerce Insights
Research AI New
Daily Data
Services
The Statistics Portal
Statista Logo
Directly accessible data for 170 industries from 150+ countries and over 1Mio. facts.
More about Statista
- About Statista
- Why trust Statista
- Success stories
- First steps and help center
Tools
- Business Plan Export
Services
Statista+ offers additional, data-driven services, tailored to your specific needs. As your partner for data-driven success, we combine expertise in research, strategy, and marketing communications to deliver comprehensive solutions. Contact us directly for your individual offer.
Research
Full-service market research and analytics
Customized market research
Data analytics
Ad hoc research "askStatista"
Statista Q
Strategy
Strategy and business building for the data-driven economy
Build strategies
Create data value
Realize business opportunities
nxt statista
See Also
How Vanguard stacks up against BlackRock in ETFs as new CEO Salim Ramji steps in Who Was John Bogle? Vanguard Founder, Father of Indexing Meaning, Origin & Family History Vanguard Group Inc/The - Company Profile and News
Design
Transforming data into content marketing and design
Data storytelling
Creative assets
Distribution
Statista Content & Design
Statista R identifies and awards industry leaders, top providers, and exceptional brands through exclusive rankings and top lists in collaboration with renowned media brands worldwide. For more details, visit our website.

Popular Statistics

Topics

Markets

Reports

Market Insights

Consumer Insights

Company Insights

eCommerce Insights

Daily Data

About Statista

Statista+

Statista Q

askStatista

nxt statista

Content & Design

Statista R

›
Financial Institutions

Vanguard is home to the original index mutual fund, back in the 1970s Vanguard introduced index investing allowing investors to buy mutual funds that track the broader market. Today Vanguard is home to a wide range of passive and actively managed funds.

Founded in 1975, the Pennsylvania-based and U.S.-registered investment advisor, the Vanguard Group, has grown to manage assets worth roughly 8.6 trillion U.S. dollars. The Vanguard Group has operated many leading investment funds worldwide, while also maintaining steady levels of revenue per employee throughout recent years. Successful business practices have enabled the total assets under management (AUM) of the Vanguard Group to have increased by more than eight times in value since 2005.

What services does the Vanguard Group offer?

Vanguard offers investment and advice services relating to retirement plans and financial insights for retail and institutional clients. An essential part of Vanguard's success is the number of investment funds Vanguard operates. Many of Vanguard's index mutual funds, such as the , have corresponding ETFs listed under a similar title. These financial securities allow clients' pooled funds to be invested in a basket of securities via one financial product. Investing in a basket of securities allows for simple portfolio diversification, spreading risk of annualized average volatility rates among U.S. and global equities.

Who are Vanguards' main competitors?

The investment management industry is a competitive market with many established players each offering similar core products, including mutual funds and financial advice. Similar to the Vanguard Group, Fidelity has operated some of the markets' top investment funds. However, despite rigid competition, the Vanguard Group has been ahead of many leading asset management firms worldwide in terms of AUM. New York-based Blackrock is the largest competitor of the Vanguard Group, and held the title of the largest investment management firm globally by AUM. Recently, Blackrock managed assets of almost two billion U.S. dollars more than the Vanguard Group.
The Vanguard Group has remained one of the most relevant investment companies worldwide, staying competitive in the fast-paced industry of financial services.

This text provides general information. Statista assumes no liability for the information given being complete or correct. Due to varying update cycles, statistics can display more up-to-date data than referenced in the text.

Published by Statista Research Department, Jun 6, 2024

Key insights

Total AUM of Vanguards` leading investment fund: 1.5tr USD

Detailed statistics

Largest Vanguard investment funds worldwide in June 2024, by net assets

Vanguards` top global mutual fund by AUM: Vanguard Total Stock Mkt idx inv (VTSMX)

Detailed statistics

Largest mutual funds worldwide in June 2024, by net assets

Vanguards` highest ranking U.S. listed ETF by AUM

Detailed statistics

Leading ETFs by AUM listed in the U.S. 2024

Get more insights

Editor’s Picks Current statistics on this topic

Investment FundsU.S. listed ETF asset size worldwide, by region 2023

Financial InstitutionsTotal net assets of open-ended funds worldwide Q4 2023 by fund type

Financial InstitutionsProjected importance of financial products and solutions in Europe 2022-2025

Further recommended statistics

Overview

Premium Statistic Largest Vanguard investment funds worldwide in June 2024, by net assets
Premium Statistic Number of Vanguard investment funds worldwide in May 8, 2024, by region
Basic Statistic Assets under management of Vanguard 1975-2024
Premium Statistic Top performing investment funds owned by Vanguard worldwide 2024, by one-year return

Overview

Premium Statistic Largest Vanguard investment funds worldwide in June 2024, by net assets
Largest Vanguard investment funds worldwide in June 2024, by net assets
Leading investment funds owned by Vanguard globally as of June 19, 2024, by net assets under management (in billion U.S. dollars)
Premium Statistic Number of Vanguard investment funds worldwide in May 8, 2024, by region
Number of Vanguard investment funds worldwide in May 8, 2024, by region
Number of investment funds owned by Vanguard globally as of May 8, 2024, by region
Basic Statistic Assets under management of Vanguard 1975-2024
Assets under management of Vanguard 1975-2024
Assets under management (AUM) of Vanguard in selected years from 1975 to 2024 (in billion U.S. dollars)
Premium Statistic Top performing investment funds owned by Vanguard worldwide 2024, by one-year return
Top performing investment funds owned by Vanguard worldwide 2024, by one-year return
Top performing investment funds owned by Vanguard worldwide in June 2024, by one-year return rate

Key metrics

Basic Statistic Annual revenue of the Vanguard Group 2017-2021
Basic Statistic Year over year revenue growth of the Vanguard Group 2018-2021
Basic Statistic Annual revenue per employee of the Vanguard Group 2017-2021
Basic Statistic Annual number of employees of the Vanguard Group 2017-2023

Key metrics

Basic Statistic Annual revenue of the Vanguard Group 2017-2021
Annual revenue of the Vanguard Group 2017-2021
Annual revenue of the Vanguard Group from 2017 to 2021 (in billion U.S. dollars)
Basic Statistic Year over year revenue growth of the Vanguard Group 2018-2021
Year over year revenue growth of the Vanguard Group 2018-2021
Year over year (YoY) revenue growth of the Vanguard Group from 2018 to 2021
Basic Statistic Annual revenue per employee of the Vanguard Group 2017-2021
Annual revenue per employee of the Vanguard Group 2017-2021
Annual revenue per employee of the Vanguard Group from 2017 to 2021 (in 1,000 U.S. dollars)
Basic Statistic Annual number of employees of the Vanguard Group 2017-2023
Annual number of employees of the Vanguard Group 2017-2023
Annual number of employees of the Vanguard Group from 2017 to 2023

Asset allocation of leading investment funds

Premium Statistic Vanguards growth index fund (VUG) asset allocation breakdown in the U.S. 2023
Premium Statistic Vanguards total stock market index fund (VTI) asset allocation breakdown U.S. 2023
Premium Statistic Vanguards value index fund (VTV) asset allocation breakdown in the U.S. 2023
Premium Statistic Vanguards high dividend yield index fund (VYM) asset allocation breakdown U.S. 2023

Asset allocation of leading investment funds

Vanguards S&P 500 index fund (VOO) asset allocation U.S. 2023, by security type
Vanguards S&P 500 index fund (VOO) asset allocation breakdown in the United States as of 31st December 2023, by security type
Premium Statistic Vanguards growth index fund (VUG) asset allocation breakdown in the U.S. 2023
Vanguards growth index fund (VUG) asset allocation breakdown in the U.S. 2023
Vanguards growth index fund (VUG) asset allocation breakdown in the United States as of 31st December 2023, by security type
Premium Statistic Vanguards total stock market index fund (VTI) asset allocation breakdown U.S. 2023
Vanguards total stock market index fund (VTI) asset allocation breakdown U.S. 2023
Vanguards total stock market index fund (VTI) asset allocation breakdown in the United States as of 31st December 2023, by security type
Premium Statistic Vanguards value index fund (VTV) asset allocation breakdown in the U.S. 2023
Vanguards value index fund (VTV) asset allocation breakdown in the U.S. 2023
Vanguards value index fund (VTV) asset allocation breakdown in the United States as of 31st December 2023, by security type
Premium Statistic Vanguards high dividend yield index fund (VYM) asset allocation breakdown U.S. 2023
Vanguards high dividend yield index fund (VYM) asset allocation breakdown U.S. 2023
Vanguards high dividend yield index fund (VYM) asset allocation breakdown in the United States as of 31st October 2023, by security type

Forecast security perfromace

Premium Statistic Vanguard’s forecast 10-year return on U.S. and global fixed income securities 2023
Premium Statistic Vanguard’s forecast 10-year volatility rate on U.S. and global fixed-income 2023
Premium Statistic Vanguard’s forecast 10-year average volatility rate U.S. and global equities 2024
Premium Statistic Vanguard’s forecast 10-year annualized return spread on U.S. and global equities 2024
Premium Statistic Vanguard’s forecast 10-year annualized return spread in the U.S. and worldwide 2024

Forecast security perfromace

Premium Statistic Vanguard’s forecast 10-year return on U.S. and global fixed income securities 2023
Vanguard’s forecast 10-year return on U.S. and global fixed income securities 2023
Vanguard’s forecast 10-year annualized return spread on U.S. and global fixed income securities in 2023, by type
Premium Statistic Vanguard’s forecast 10-year volatility rate on U.S. and global fixed-income 2023
Vanguard’s forecast 10-year volatility rate on U.S. and global fixed-income 2023
Vanguard’s forecast 10-year annualized average volatility rate on U.S. and global fixed income securities in 2023, by type
Premium Statistic Vanguard’s forecast 10-year average volatility rate U.S. and global equities 2024
Vanguard’s forecast 10-year average volatility rate U.S. and global equities 2024
Vanguard’s forecast 10-year annualized average volatility rate on U.S. and global equities in 2024, by securities type
Premium Statistic Vanguard’s forecast 10-year annualized return spread on U.S. and global equities 2024
Vanguard’s forecast 10-year annualized return spread on U.S. and global equities 2024
Vanguard’s forecast 10-year annualized return spread on U.S. and global equity securities in 2024, by equity type
Premium Statistic Vanguard’s forecast 10-year annualized return spread in the U.S. and worldwide 2024
Vanguard’s forecast 10-year annualized return spread in the U.S. and worldwide 2024
Vanguard’s forecast 10-year annualized return spread in the United States and worldwide in 2024, by security type

Competing firms

Premium Statistic Leading fund managers worldwide 2024, by AUM
Premium Statistic Largest asset managers worldwide 2024, by value of assets
Premium Statistic Largest mutual funds worldwide in June 2024, by net assets
Premium Statistic Largest Fidelity investment funds worldwide in June 2024, by net assets
Basic Statistic Total assets under management of State Street, 2010-2024
Premium Statistic Total assets under management of BlackRock 2008-2024
Premium Statistic Number of BlackRock funds worldwide in May 2024, by fund type and asset class
Premium Statistic Largest State Street investment funds worldwide 2024, by net AUM

Competing firms

Premium Statistic Leading fund managers worldwide 2024, by AUM
Leading fund managers worldwide 2024, by AUM
Leading fund managers worldwide in 2024, by assets under management (in trillion U.S. dollars)
Premium Statistic Largest asset managers worldwide 2024, by value of assets
Largest asset managers worldwide 2024, by value of assets
Largest asset managers worldwide as of September 2024, by value of managed assets (in trillion U.S. dollars)
Premium Statistic Largest mutual funds worldwide in June 2024, by net assets
Largest mutual funds worldwide in June 2024, by net assets
Leading mutual funds globally as of June 19, 2024, by net assets under management (in billion U.S. dollars)
Premium Statistic Largest Fidelity investment funds worldwide in June 2024, by net assets
Largest Fidelity investment funds worldwide in June 2024, by net assets
Leading investment funds owned by Fidelity Investments globally as of June 19, 2024, by net assets (in billion U.S. dollars)
Basic Statistic Total assets under management of State Street, 2010-2024
Total assets under management of State Street, 2010-2024
Total assets under management (AUM) of State Street Corporation from 4th quarter 2010 to 1st quarter 2024 (in trillion U.S. dollars)
Premium Statistic Total assets under management of BlackRock 2008-2024
Total assets under management of BlackRock 2008-2024
Total assets under management (AUM) of BlackRock from 2008 to 2024 (in trillion U.S. dollars)
Premium Statistic Number of BlackRock funds worldwide in May 2024, by fund type and asset class
Number of BlackRock funds worldwide in May 2024, by fund type and asset class
Number of funds owned by BlackRock globally as of May 13, 2024, by fund type and asset class
Premium Statistic Largest State Street investment funds worldwide 2024, by net AUM
Largest State Street investment funds worldwide 2024, by net AUM
Leading investment funds owned by State Street Global Advisors worldwide in 2024, by net assets under management (in billion U.S. dollars)