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VANGUARD ADVISERS, INC.
CRD 106715File 801-49601
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$344.62B
Top 10% of cohort (national)
Discretionary AUM
$120.70B
Non-discretionary $223.92B
Clients
791,528
791,528 accounts
Employees
2,208
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 28, 1995
- Principal office
- 100 VANGUARD BLVD, MALVERN, PA, 19355
- Phone
- 610-669-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $344.62B
- Discretionary AUM
- $120.70B
- Non-discretionary AUM
- $223.92B
- Discretionary accounts
- 592,636
- Non-discretionary accounts
- 198,892
- Total accounts
- 791,528
- AUM per client
- $435K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 21 | $0 |
| High net worth individuals | 80,159 | $164.53B |
| Pooled investment vehicles | 12 | $15.30B |
| Individuals (other than high net worth individuals) | 711,336 | $164.80B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A1
- Q11A2
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 2,225 | 2,208 | decreased by17 |
| Apr 1, 2026 | Clients | 817,328 | 791,528 | decreased by25,800 |
| Apr 1, 2026 | AUM | $300,434,933,763 | $344,619,578,214 | increased by$44,184,644,451 |
| Apr 1, 2026 | Accounts | 698,843 | 791,528 | increased by92,685 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1,932 | 2,225 | increased by293 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 777,221 | 817,328 | increased by40,107 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $338,870,938,273 | $300,434,933,763 | decreased by$38,436,004,510 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 602,258 | 698,843 | increased by96,585 |
| Apr 1, 2022 | Employees | 1,866 | 1,932 | increased by66 |
| Apr 1, 2022 | Clients | 1,103,068 | 777,221 | decreased by325,847 |
| Apr 1, 2022 | AUM | $276,525,412,785 | $338,870,938,273 | increased by$62,345,525,488 |
| Apr 1, 2022 | Accounts | 518,715 | 602,258 | increased by83,543 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VANGUARD ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VANGUARD ADVISERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.