VANGUARD INVESTMENTS AUSTRALIA LIMITED
Latest filing: Oct 24, 2024 (28 days ago)
AUM
$83,779,087,200
12% change vs. 1 year ago
-39% change vs. 3 years ago
-20% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
136
-7% change vs. 1 year ago
-55% change vs. 3 years ago
-78% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MELBOURNE VIC,
LEVEL 13, MELBOURNE VIC, , AUSTRALIA, 3000
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $83.2 |
| Non-Discretionary | $0.6 |
| Total | $83.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $83.2 |
| Institutional | $0.6 |
| Total | $83.8 |
| 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 | $0.6 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 63% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 13% | $0.1 |
| IG Credit | 16% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.6 |
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 ASSET MANAGEMENT, LIMITED | $403.3 | 282598 | |
| VANGUARD INVESTMENTS UK, LIMITED | $0.0 | 283775 | |
| 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 GROUP (IRELAND) LIMITED | $0.0 | 285297 | |
| VANGUARD MARKETING CORPORATION | $0.0 | broker-dealer | 7452 |
| VGIM, S.A. DE C.V., ASESOR EN INVERSIONES INDEPENDIENTE | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| SHRIMSKI, DANIEL, RAYMOND | CHAIRMAN, DIRECTOR |
| BENDL, JOHN | DIRECTOR |
| JACQUES, CURTIS, ALAN | DIRECTOR |
| PETERSEN, KIM, LEANNE | DIRECTOR |
| OBERLIES, JOHN, JOSEPH | CHIEF FINANCIAL OFFICER |
| HUGHES, SEAN | 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 % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $83.8 | $0.0 | 0% | 136 | 0 | 0% |
| 2024-04-02 | $83.8 | $0.0 | 0% | 136 | 0 | 0% |
| 2023-04-04 | $74.5 | $9.3 | 12% | 146 | -10 | -7% |
| 2022-04-01 | $85.0 | -$1.2 | -1% | 300 | -164 | -55% |
| 2021-04-05 | $138.3 | -$54.5 | -39% | 300 | -164 | -55% |
| 2020-04-01 | $133.1 | -$49.3 | -37% | 673 | -537 | -80% |
| 2019-04-01 | $104.7 | -$20.9 | -20% | 613 | -477 | -78% |
| 2018-04-02 | $115.6 | -$31.8 | -28% | 520 | -384 | -74% |
| 2017-04-01 | $85.9 | -$2.2 | -3% | 406 | -270 | -67% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV