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- Custodian
- Fiduciary Trust · Security Benefit · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-1995
- Office Locations
- 21
Office Locations
About Vanguard Advisers, Inc.
Vanguard Advisers, Inc. supports individual investors with goal-based planning via advisor and robo-advisor options, plus cash management through its sweep program. Investors can build portfolios using Vanguard mutual funds and ETFs, guided by an approach emphasizing goals, balance, costs, and discipline, with frequent market and economic updates. Vanguard ranked #1 and “Most Trusted” in the J.D. Power 2025 U.S. Investor Satisfaction Study.
Reported data analysis
What the numbers show
Between December 22, 2025 and May 27, 2026, reported AUM increased 14.7%, from $300.4B to $344.6B.
Across 5 reported observations, AUM increased 1.7% between November 16, 2022 and May 27, 2026, from $338.9B to $344.6B.
Of the latest reported AUM, 35.0% is discretionary and 65.0% is non-discretionary.
The firm reports 1,903 advisory representatives and 880,958 clients, or 462.9 clients per representative. That equates to $391.2K in reported AUM per client.
The profile lists 21 reported office locations and 31 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
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- Platform
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The full Vanguard Advisers, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN WESLEY BENDL
Chief Financial Officer, DIRECTOR, MANAGING DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
AMMA ACHEAMPOMAA BOATENG
DIRECTOR, MANAGING DIRECTOR, President
- CRD
- #4677078
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
Unlock allContacts
PENELOPE KARP ABAD
--
- CRD
- #5480560
JULIE GRACE ABBATE
--
- CRD
- #7782660
Showing 2 of 2387 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,702,382,632 | $203,670 |
| Non-Discretionary | $223,917,195,582 | $1,125,823 |
| Total | $344,619,578,214 | $435,385 |
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Separately Managed Accounts
SMA allocation detail is available
Vanguard Advisers, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Vanguard Advisers, Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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