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VANGUARD PORTFOLIO MANAGEMENT, LLC
CRD 338003File 801-134587
APPROVED
Disclosure events
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.7T
Top 10% of cohort (national)
Discretionary AUM
$2.7T
Clients
101
101 accounts
Employees
105
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 19, 2025
- Principal office
- 100 VANGUARD BLVD, MALVERN, PA, 19355
- Phone
- 610-669-1000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.7T
- Discretionary AUM
- $2.7T
- Non-discretionary AUM
- $0
- Discretionary accounts
- 101
- Non-discretionary accounts
- 0
- Total accounts
- 101
- AUM per client
- $26.30B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 101 | $2.7T |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11H1C
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 105 | increased by98 |
| Apr 1, 2026 | Clients | 98 | 101 | increased by3 |
| Apr 1, 2026 | AUM | $0 | $2,656,483,509,980 | increased by$2,656,483,509,980 |
| Apr 1, 2026 | Accounts | 0 | 101 | increased by101 |
| Dec 1, 2025 | 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 PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VANGUARD PORTFOLIO” 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.