
About Vanguard
Vanguard is a Financial Services company based in Valley Forge (United States) founded in 1975. Diversified investment management services are offered to investors worldwide. It operates on a Professional Services and Commission-Based model. Vanguard has raised $31.68 million across 3 funding rounds from investors including Raymond James and Perseus Mining. Vanguard has completed 1 acquisition, including Just Invest. Its chief executive, as recorded, is Tim Buckley. Its website vanguard.com draws about 31.2 million monthly visits. Vanguard offers products and services including Mutual Funds, ETFs, Retirement Plans, and Financial Advice. Its focus areas include Financials, Asset Management and Investment Management. Its legal entity is The Vanguard Group, Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Vanguard is engaged in providing a range of investment products such as mutual funds, ETFs, and retirement plans like 401(k) and IRAs. Services are extended to personal investors, retirement plan participants, and institutional clients. Financial advice and market insights are also offered to support clients in building secure financial futures. The company operates in the asset management sector, focusing on high-quality investments and personalized strategies for diverse client needs.
- Headquarters Valley Forge, United States
- SectorsFinancial Services
- Website category Finance · Investing
- Phoneβ’β’β’β’ β’β’β’β’
- Website investor.vanguard.com/corporate-portal
- Social LinkedIn X Facebook
- Legal Name The Vanguard Group, Inc.
- Total Equity Funding$31.68M (USD)
in 3 rounds
- InvestorsRaymond James
& 1 more
- Investments & Acquisitions
Products & Services of Vanguard
Vanguard offers a comprehensive portfolio of products and services, including Mutual Funds, ETFs, Retirement Plans, and Financial Advice.
Mutual funds are offered for diversified investment portfolios.
Exchange-traded funds are provided for flexible investment options.
Retirement plans are designed for long-term financial security.
Personalized financial advice is delivered to individual clients.
Apps and channels of Vanguard
Vanguard publishes 1 mobile app with over 1M+ downloads.
Funding Insights of Vanguard
Vanguard has successfully raised a total of $31.68M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $31.68M
- Total Rounds 3
- First Round $31.68M
(Feb 2018)
- Investors Count 2
All 3 funding rounds of Vanguard with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2022 | Series B | β | Raymond James | β | |
| Mar 2020 | Series B | β | β | ||
| Feb 2018 | $31.68M | Series B | β | β | β |
2 investors in total: 2 institutional.
Investors in Vanguard
Vanguard has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Raymond James and Perseus Mining.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
M&A advisory, capital markets, and wealth management services are offered. | 1962 | raymondjames.com | St. Petersburg, United States | |
African gold producer, developer, and explorer | 2003 | perseusmining.com | Subiaco, Australia |
Investor details for Vanguard
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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- Investor portfolios
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People of Vanguard
816 people are tracked at Vanguard (220 in leadership, 11 in board & advisors, 585 in team).
| Name | Role | Group |
|---|---|---|
Tim Buckley | CEO | Leadership |
Roland Folz | Managing Director | Leadership |
Mortimer Buckley | CEO & President | Leadership |
F. William McNabb | Leadership | |
Dylan Eldridge | Senior Director, Investor Choice | Leadership |
Joseph P. Brennan | Chief Risk Officer | Leadership |
Sasikala Ramachandrula | Senior Director, Investment Systems | Leadership |
Fernando Levy | Chief Data Officer - Risk, Fraud, Legal And Compliance | Leadership |
Arash Sadati | Senior Director - Investment Modeling | Leadership |
Alissa van Volkom | Chief Marketing Officer - Retail Investor Group | Leadership |
Kelly Patel | Head Of Personal Advisor Services Technology | Leadership |
Shawnte Cox Holland | Head Of Executive Talent Management | Leadership |
Maxim Tambling | Head Of Global Talent Management | Leadership |
Matt Tretter | Principal, Head Of Brokerage Operations, Personal Investor | Leadership |
Geoff Parrish | European Head Of Investment Management & Global Head Of Bond Indexing | Leadership |
Kim Petersen | Chief Information Officer - International Division | Leadership |
Brittany Quinn | Head Of Workforce Strategy Enablement | Data And Technology | Leadership |
Eileen O'Malley | Head Of Data And Analytics Governance And Risk | Leadership |
Katy Righi | Senior Investment Director | Leadership |
Shayna M. Beck | Head Of Retail Advertising And Communications | Leadership |
796 more people are available in the full profile.
Complete people profiles for Vanguard
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Vanguard
Vanguard has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Just Invest.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment management services are provided by Just Invest. | justinvest.com | Oakland, United States | 2016 | Jul 2021 | β’β’β’β’ |
Complete acquisition details for Vanguard
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- Acquired stakes
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- Complete history
- Exports
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Timeline of Vanguard
4 dated milestones of Vanguard across 47 years, from founding to its latest funding, stage changes and deals.
- Founded Vanguard is founded.
- Funding First funding round of $31.7M.
- Acquisition Acquires Just Invest.
- Funding Latest funding round, Series B,.
Competitors of Vanguard
Vanguard has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Vanguard
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Vanguard
The website of Vanguard (vanguard.com) receives about 31.2M visits a month and ranks #968 among all websites worldwide, #47 in Investing.
- Monthly visits31.2M
▲ 16.4% vs previous month
- Unique visitors6.1M
per month
- Global rank#968
among all websites
- Category rank#47
Finance · Investing
- Bounce rate20%
- Pages per visit11.3
- Average visit8 min 06 sec
- DevicesDesktop 66% Β· Mobile 34%
Websites whose visitors overlap most with Vanguard. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| morningstar.com | 100% | 12.9M | #4,951 | View details | |
| schwab.com | 99% | 94M | #365 | View details | |
| fidelity.com | 96% | 129.5M | #275 | View details | |
bogleheads.org | bogleheads.org | 87% | #22,578 | β | |
| troweprice.com | 74% | 4.2M | #11,061 | View details | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 40 similar websites and full traffic analytics for Vanguard
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Vanguard (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Vanguard
Complete news archive for Vanguard
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Frequently Asked Questions about Vanguard
Vanguard was founded in 1975 and raised its 1st funding round 43 years after it was founded.
Vanguard is headquartered in Valley Forge, United States. It is registered at Valley Forge, Pennsylvania, United States.
Tim Buckley is the CEO of Vanguard, as recorded in our data.
Vanguard is a funded company, having raised a total of $31.68M across 3 funding rounds to date. The company's 1st funding round was a Series B of $31.68M, raised on Feb 2018.
Vanguard is engaged in providing a range of investment products such as mutual funds, ETFs, and retirement plans like 401(k) and IRAs. Services are extended to personal investors, retirement plan participants, and institutional clients. Financial advice and market insights are also offered to support clients in building secure financial futures. The company operates in the asset management sector, focusing on high-quality investments and personalized strategies for diverse client needs.
Vanguard's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Vanguard offers Mutual Funds, ETFs, Retirement Plans, and Financial Advice.
Vanguard has made 1 acquisition, including Just Invest.
Vanguard has 2 investors. Key investors include Raymond James, and Perseus Mining.
Vanguard operates through The Vanguard Group, Inc..
Yes. Vanguard publishes Vanguard: Save, Invest, Retire, with over 1 million downloads.
The website of Vanguard receives about 31.2 million visits a month and ranks #968 among all websites worldwide.
