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- Custodian
- Fiduciary Trust · Security Benefit · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-1995
- Office Locations
- 20
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.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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PENELOPE KARP ABAD
--
- CRD
- #5480560
JULIE GRACE ABBATE
--
- CRD
- #7782660
Showing 2 of 2372 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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