Vanguard

Valley Forge, United States Founded: 1975 • Age: 51 yrs
Diversified investment management services are offered to investors worldwide.

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.

Operational Areas
Key Metrics

Products & Services of Vanguard

Vanguard offers a comprehensive portfolio of products and services, including Mutual Funds, ETFs, Retirement Plans, and Financial Advice.

Mutual Funds
Investment Products

Mutual funds are offered for diversified investment portfolios.

ETFs
Investment Products

Exchange-traded funds are provided for flexible investment options.

Retirement Plans
Financial Services

Retirement plans are designed for long-term financial security.

Financial Advice
Advisory Services

Personalized financial advice is delivered to individual clients.

Apps and channels of Vanguard

Vanguard publishes 1 mobile app with over 1M+ downloads.

Vanguard: Save, Invest, Retire
Google Play Finance Everyone Free 1M+ downloads
Developer: The Vanguard Group, Inc.
View on Google Play

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.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jan 2022Series B–Raymond James
–
Mar 2020Series B––
Feb 2018$31.68MSeries B––
–
Valuation history

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.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
M&A advisory, capital markets, and wealth management services are offered.
1962raymondjames.comSt. Petersburg, United States
African gold producer, developer, and explorer
2003perseusmining.comSubiaco, Australia
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Investor details for Vanguard

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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  • Round participation
  • Investor portfolios
  • Co-investor network

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People of Vanguard

816 people are tracked at Vanguard (220 in leadership, 11 in board & advisors, 585 in team).

NameRoleGroup
Tim Buckley
CEOLeadership
Roland Folz
Managing DirectorLeadership
Mortimer Buckley
CEO & PresidentLeadership
F. William McNabb
Leadership
Dylan Eldridge
Senior Director, Investor ChoiceLeadership
Joseph P. Brennan
Chief Risk OfficerLeadership
Sasikala Ramachandrula
Senior Director, Investment SystemsLeadership
Fernando Levy
Chief Data Officer - Risk, Fraud, Legal And ComplianceLeadership
Arash Sadati
Senior Director - Investment ModelingLeadership
Alissa van Volkom
Chief Marketing Officer - Retail Investor GroupLeadership
Kelly Patel
Head Of Personal Advisor Services TechnologyLeadership
Shawnte Cox Holland
Head Of Executive Talent ManagementLeadership
Maxim Tambling
Head Of Global Talent ManagementLeadership
Matt Tretter
Principal, Head Of Brokerage Operations, Personal InvestorLeadership
Geoff Parrish
European Head Of Investment Management & Global Head Of Bond IndexingLeadership
Kim Petersen
Chief Information Officer - International DivisionLeadership
Brittany Quinn
Head Of Workforce Strategy Enablement | Data And TechnologyLeadership
Eileen O'Malley
Head Of Data And Analytics Governance And RiskLeadership
Katy Righi
Senior Investment DirectorLeadership
Shayna M. Beck
Head Of Retail Advertising And CommunicationsLeadership

796 more people are available in the full profile.

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  • Team structure
  • Board tenure
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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.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Investment management services are provided by Just Invest.
justinvest.comOakland, United States2016Jul 2021β€’β€’β€’β€’
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Complete acquisition details for Vanguard

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  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Vanguard

4 dated milestones of Vanguard across 47 years, from founding to its latest funding, stage changes and deals.

  1. Founded Vanguard is founded.
  2. Funding First funding round of $31.7M.
  3. Acquisition Acquires Just Invest.
  4. 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 NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of Vanguard

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  • Full competitor set
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Verified entity values are shown only after access is granted.

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 visits
    31.2M

    ▲ 16.4% vs previous month

  • Unique visitors
    6.1M

    per month

  • Global rank
    #968

    among all websites

  • Category rank
    #47

    Finance · Investing

Similar websites

Websites whose visitors overlap most with Vanguard. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
morningstar.com
100%
12.9M#4,951View details
schwab.com
99%
94M#365View details
fidelity.com
96%
129.5M#275View details
bogleheads.org
bogleheads.org
87%
#22,578–
troweprice.com
74%
4.2M#11,061View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for Vanguard

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  • 40 similar websites
  • Audience overlap
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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.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about 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.

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