VANGUARD ASSET MANAGEMENT, LIMITED
Latest filing: Jul 17, 2024 (105 days ago)
AUM
$403,340,708,985
27% change vs. 1 year ago
23% change vs. 3 years ago
99% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
862
8% change vs. 1 year ago
139% change vs. 3 years ago
161% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
LONDON,
THE WALBROOK BUILDING, LONDON, , UNITED KINGDOM, EC4N 8AF
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $403.3 |
| Non-Discretionary | $0.0 |
| Total | $403.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $403.3 |
| Institutional | $0.0 |
| Total | $403.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| THE VANGUARD GROUP, INC. | $7,909.8 | 105958 | |
| VANGUARD GLOBAL ADVISERS, LLC | $432.7 | 164593 | |
| VANGUARD INVESTMENTS AUSTRALIA LIMITED | $83.8 | 282933 | |
| VGIM, S.A. DE C.V., ASESOR EN INVERSIONES INDEPENDIENTE | $0.0 | - | |
| VANGUARD MARKETING CORPORATION | $0.0 | broker-dealer | 7452 |
| VANGUARD GROUP EUROPE GMBH | $0.0 | broker-dealer | - |
| VANGUARD SUPER PTY LTD. | $0.0 | trust company | - |
| VANGUARD INVESTMENTS CANADA INC. | $0.0 | broker-dealer | 283519 |
| VGI INSURANCE, INC. | $0.0 | - | |
| VANGUARD INVESTMENTS UK, LIMITED | $0.0 | 283775 | |
| VANGUARD GROUP (IRELAND) LIMITED | $0.0 | 285297 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| HAGERTY, SEAN, PATRICK | EXECUTIVE DIRECTOR |
| BOCK, KATHLEEN, C | NON-EXECUTIVE DIRECTOR |
| MCISAAC, CHRISTOPHER, DAVIS | NON-EXECUTIVE DIRECTOR |
| ABDALLA, LAMIECE, ABDELGADIR | EXECUTIVE DIRECTOR |
| FANNING, BLAIR, JOHN | EXECUTIVE DIRECTOR |
| COFFER, PHILIP, GRAHAM | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $403.3 | $0.0 | 0% | 862 | 0 | 0% |
| 2024-04-02 | $403.3 | $0.0 | 0% | 862 | 0 | 0% |
| 2023-04-04 | $318.5 | $84.8 | 27% | 799 | 63 | 8% |
| 2022-04-01 | $68.7 | $334.6 | 487% | 385 | 477 | 124% |
| 2021-04-05 | $328.2 | $75.2 | 23% | 360 | 502 | 139% |
| 2020-04-01 | $296.1 | $107.2 | 36% | 328 | 534 | 163% |
| 2019-04-01 | $203.0 | $200.3 | 99% | 330 | 532 | 161% |
| 2018-04-02 | $173.0 | $230.3 | 133% | 269 | 593 | 220% |
| 2017-04-01 | $120.2 | $283.2 | 236% | 197 | 665 | 338% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV