VANGUARD ADVISERS INC

Malvern, PA · CIK 947529 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 1995 · corporation

Assets managed$344.6bn
Staff2,208 · 1,903 in investment roles
Main clients (by assets)Individuals 48%, High net worth individuals 48%, Private funds 4%
Form ADV · 2026-09-24SEC adviser record

Kindmutual funds, futures, FCA fund manager, wealth
Others nearbyMalvern, PA, Oakland, CA, London, Charlotte, NC, Scottsdale, AZ, Newtown Square, PA
FamilyVANGUARD GROUP INC · 8 related pages · largest: VANGUARD GROUP INC

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Malvern, PA (main office)United States	United States	about 517
Charlotte, NCUnited States	United States	472
Scottsdale, AZUnited States	United States	429
Newtown Square, PAUnited States	United States	355
Plano, TXUnited States	United States	130

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$29.4bn reported value +15.2% vs Q1 2026

715positions

96.2%in top 10

142 new 227 added 156 reduced 95 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	29,389,176	$10.9bn37.00%	37.00%	Added +898.6k	+898,561 3.1%
2	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	89,614,585	$7.7bn26.07%	26.07%	Added +2.1m	+2,099,106 2.4%
3	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	62,713,498	$4.6bn15.66%	15.66%	Added +6.6m	+6,578,881 11.7%
4	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	58,846,335	$2.8bn9.70%	9.70%	Added +4.8m	+4,839,199 9.0%
5	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	3,842,055	$508.1m1.73%	1.73%	Added +142.0k	+141,981 3.8%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	731,870	$502.7m1.71%	1.71%	Added +22.6k	+22,638 3.2%
7	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	4,128,548	$339.9m1.16%	1.16%	Added +105.8k	+105,807 2.6%
8	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,356,739	$334.0m1.14%	1.14%	Added +30.4k	+30,379 2.3%
9	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	4,372,783	$311.6m1.06%	1.06%	Added +383.1k	+383,134 9.6%
10	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,482,258	$291.6m0.99%	0.99%	Reduced -30.1k	-30,097 -0.9%
11	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	4,362,459	$220.7m0.75%	0.75%	Added +510.2k	+510,250 13.2%
12	VANGUARD WORLD FD ESG US CORP BD VCEB	VCEB	2,251,429	$141.3m0.48%	0.48%	Added +245.5k	+245,533 12.2%
13	VANGUARD INDEX FDS VALUE ETF VTV	VTV	452,824	$98.7m0.34%	0.34%	Added +22.4k	+22,365 5.2%
14	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,069,677	$92.1m0.31%	0.31%	Added +26.2k	+26,187 2.5%
15	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	974,442	$74.7m0.25%	0.25%	Added +93.5k	+93,493 10.6%
16	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	873,886	$68.1m0.23%	0.23%	Added +85.3k	+85,332 10.8%
17	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	908,764	$53.6m0.18%	0.18%	Added +101.2k	+101,171 12.5%
18	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	867,508	$51.8m0.18%	0.18%	Added +53.0k	+53,011 6.5%
19	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	819,197	$47.7m0.16%	0.16%	Added +86.6k	+86,624 11.8%
20	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	112,042	$38.0m0.13%	0.13%	Reduced -775	-775 -0.7%
21	VANGUARD BD INDEX FDS LONG TERM BOND BLV	BLV	539,045	$37.2m0.13%	0.13%	Added +50.3k	+50,302 10.3%
22	VANGUARD INDEX FDS SMALL CP ETF VB	VB	114,139	$34.6m0.12%	0.12%	Reduced -1.4k	-1,404 -1.2%
23	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	43,094	$10.2m0.03%	0.03%	Added +755	+755 1.8%
24	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	91,153	$8.0m0.03%	0.03%	Added +4.7k	+4,698 5.4%
25	ISHARES TR CORE S&P500 ETF IVV	IVV	10,333	$7.7m0.03%	0.03%	Added +223	+223 2.2%
26	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	9,961	$7.4m0.03%	0.03%	Added +378	+378 3.9%
27	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	43,064	$6.8m0.02%	0.02%	Added +1.9k	+1,922 4.7%
28	VANGUARD INDEX FDS MID CAP ETF VO	VO	83,608	$6.7m0.02%	0.02%	Added +340	+340 0.4%
29	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	57,810	$5.1m0.02%	0.02%	Reduced -368	-368 -0.6%
30	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	12,575	$4.3m0.01%	0.01%	Added +1.1k	+1,100 9.6%
31	ISHARES TR CORE S&P TTL STK ITOT	ITOT	24,934	$4.1m0.01%	0.01%	Reduced -214	-214 -0.8%
32	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	24,089	$3.9m0.01%	0.01%	Reduced -823	-823 -3.3%
33	VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF VPL	VPL	32,253	$3.7m0.01%	0.01%	Added +1.3k	+1,257 4.1%
34	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	44,717	$3.7m0.01%	0.01%	Added +4.3k	+4,313 10.7%
35	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,395	$3.2m0.01%	0.01%	Added +282	+282 6.9%
36	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	107,053	$3.0m0.01%	0.01%	Added +8.8k	+8,800 9.0%
37	ISHARES TR CORE MSCI EAFE IEFA	IEFA	28,953	$2.8m0.01%	0.01%	Reduced -467	-467 -1.6%
38	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	7,375	$2.7m0.01%	0.01%	Reduced -153	-153 -2.0%
39	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	10,220	$2.5m0.01%	0.01%	Added +377	+377 3.8%
40	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	18,087	$2.3m0.01%	0.01%	Added +3.6k	+3,585 24.7%
41	ISHARES INC CORE MSCI EMKT IEMG	IEMG	25,629	$2.1m0.01%	0.01%	Added +712	+712 2.9%
42	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	23,932	$2.1m0.01%	0.01%	Reduced -56	-56 -0.2%
43	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	12,949	$2.0m0.01%	0.01%	Reduced -869	-869 -6.3%
44	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	6,551	$2.0m0.01%	0.01%	Added +133	+133 2.1%
45	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	67,676	$2.0m0.01%	0.01%	Reduced -1.2k	-1,155 -1.7%
46	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	9,884	$2.0m0.01%	0.01%	Reduced -532	-532 -5.1%
47	ISHARES TR RUS 1000 GRW ETF IWF	IWF	14,705	$1.8m0.01%	0.01%	Reduced -467	-467 -3.1%
48	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	52,148	$1.5m0.01%	0.01%	Added +1.4k	+1,379 2.7%
49	ISHARES TR CORE S&P MCP ETF IJH	IJH	17,891	$1.4m0.00%	0.00%	Added +1.3k	+1,256 7.5%
50	ISHARES TR CORE S&P SCP ETF IJR	IJR	8,899	$1.3m0.00%	0.00%	Added +849	+849 10.6%
51	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	8,691	$1.2m0.00%	0.00%	Reduced -316	-316 -3.5%
52	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	38,516	$1.2m0.00%	0.00%	Reduced -527	-527 -1.4%
53	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,867	$1.2m0.00%	0.00%	Added +221	+221 6.1%
54	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	6,651	$1.1m0.00%	0.00%	Added +390	+390 6.2%
55	ISHARES TR RUS 1000 VAL ETF IWD	IWD	4,359	$1.1m0.00%	0.00%	Added +1	+1 0.0%
56	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	29,144	$1.1m0.00%	0.00%	Added +1.1k	+1,062 3.8%
57	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	18,730	$1.0m0.00%	0.00%	Added +2.2k	+2,161 13.0%
58	ISHARES TR S&P 500 GRWT ETF IVW	IVW	7,243	$996.1k0.00%	0.00%	Reduced -17	-17 -0.2%
59	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	3,379	$924.7k0.00%	0.00%	Added +341	+341 11.2%
60	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	19,972	$886.0k0.00%	0.00%	Reduced -1.4k	-1,396 -6.5%
61	ISHARES TR CORE S&P US GWT IUSG	IUSG	4,577	$860.8k0.00%	0.00%	Added +298	+298 7.0%
62	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	6,347	$855.1k0.00%	0.00%	Reduced -55	-55 -0.9%
63	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	26,842	$851.2k0.00%	0.00%	Added +3.3k	+3,261 13.8%
64	ISHARES TR RUS 1000 ETF IWB	IWB	2,027	$830.1k0.00%	0.00%	Reduced -286	-286 -12.4%
65	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,617	$793.6k0.00%	0.00%	Reduced -148	-148 -3.9%
66	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	13,416	$707.8k0.00%	0.00%	Added +1.9k	+1,878 16.3%
67	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	3,193	$700.0k0.00%	0.00%	Added +423	+423 15.3%
68	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	20,313	$687.4k0.00%	0.00%	Added +1.8k	+1,769 9.5%
69	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	10,711	$651.1k0.00%	0.00%	Added +53	+53 0.5%
70	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,864	$650.3k0.00%	0.00%	Added +137	+137 5.0%
71	ISHARES TR CORE DIV GRWTH DGRO	DGRO	8,481	$642.8k0.00%	0.00%	Added +1.2k	+1,158 15.8%
72	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	5,087	$605.2k0.00%	0.00%	Unchanged
73	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	15,777	$600.5k0.00%	0.00%	Added +585	+585 3.9%
74	ISHARES TR CORE S&P US VLU IUSV	IUSV	5,434	$598.6k0.00%	0.00%	Added +670	+670 14.1%
75	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	11,418	$575.3k0.00%	0.00%	Added +746	+746 7.0%
76	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	5,093	$523.6k0.00%	0.00%	Added +85	+85 1.7%
77	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	3,835	$465.7k0.00%	0.00%	Added +15	+15 0.4%
78	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	2,971	$458.3k0.00%	0.00%	Added +95	+95 3.3%
79	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	1,490	$451.5k0.00%	0.00%	Added +158	+158 11.9%
80	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	4,451	$437.1k0.00%	0.00%	Added +723	+723 19.4%
81	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	814	$425.4k0.00%	0.00%	Added +73	+73 9.8%
82	ISHARES TR RUS MDCP VAL ETF IWS	IWS	2,406	$396.1k0.00%	0.00%	Reduced -140	-140 -5.5%
83	ISHARES TR RUS MID CAP ETF IWR	IWR	3,484	$384.4k0.00%	0.00%	Reduced -9	-9 -0.3%
84	ISHARES TR MSCI USA MIN VOL USMV	USMV	3,921	$378.2k0.00%	0.00%	Added +81	+81 2.1%
85	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	4,447	$351.4k0.00%	0.00%	Added +419	+419 10.4%
86	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	3,713	$346.7k0.00%	0.00%	Reduced -278	-278 -7.0%
87	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	3,221	$342.4k0.00%	0.00%	Added +232	+232 7.8%
88	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	4,921	$332.5k0.00%	0.00%	Added +220	+220 4.7%
89	SPDR SER TR S&P DIVID ETF SDY	SDY	2,170	$330.3k0.00%	0.00%	Added +144	+144 7.1%
90	ISHARES TR EAFE VALUE ETF EFV	EFV	4,258	$326.0k0.00%	0.00%	Added +310	+310 7.8%
91	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	3,556	$322.8k0.00%	0.00%	Added +180	+180 5.3%
92	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	8,970	$312.2k0.00%	0.00%	Added +83	+83 0.9%
93	ISHARES TR MSCI EAFE ETF EFA	EFA	2,918	$303.1k0.00%	0.00%	Reduced -175	-175 -5.7%
94	ISHARES TR MSCI USA MMENTM MTUM	MTUM	855	$293.2k0.00%	0.00%	Added +27	+27 3.3%
95	TIDAL TRUST I SOFI SELECT 500 SFY	SFY	1,898	$282.6k0.00%	0.00%	Added +623	+623 48.9%
96	ISHARES TR RUSSELL 3000 ETF IWV	IWV	662	$282.3k0.00%	0.00%	Reduced -3	-3 -0.5%
97	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,310	$278.7k0.00%	0.00%	Added +250	+250 23.6%
98	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	3,178	$262.7k0.00%	0.00%	Added +238	+238 8.1%
99	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	5,712	$261.1k0.00%	0.00%	Reduced -99	-99 -1.7%
100	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	2,729	$260.5k0.00%	0.00%	Added +226	+226 9.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BERKSHIRE HATHAWAY INC DEL BRK.A	BRK.A	0	$239.4k0 shares
BLACKSTONE INC BX	BX	378	$43.5k378 shares
FIRST TR EXCHANGE TRADED FD TDIV	TDIV	266	$24.9k266 shares
SPDR SER TR QUS	QUS	135	$23.1k135 shares
SPDR SER TR BIL	BIL	221	$20.2k221 shares
VANGUARD WORLD FD VFH	VFH	100	$12.1k100 shares
FIDELITY COVINGTON TRUST FMAG	FMAG	280	$8.9k280 shares
ISHARES SILVER TR SLV	SLV	100	$6.8k100 shares
MOTOROLA SOLUTIONS INC MSI	MSI	15	$6.5k15 shares
AMERICAN CENTY ETF TR QGRO	QGRO	59	$6.2k59 shares
AMPLIFY ETF TR SILJ	SILJ	200	$5.9k200 shares
MCDONALDS CORP MCD	MCD	18	$5.6k18 shares
MERCK & CO INC MRK	MRK	45	$5.4k45 shares
ROSS STORES INC ROST	ROST	25	$5.3k25 shares
FIRST TR EXCHANGE-TRADED FD FTSM	FTSM	87	$5.2k87 shares
BLACKROCK ENHANCED EQUITY DI BDJ	BDJ	601	$5.2k601 shares
CHUBB LIMITED CB	CB	14	$4.6k14 shares
ISHARES INC EWI	EWI	83	$4.5k83 shares
CISCO SYS INC CSCO	CSCO	55	$4.3k55 shares
TRINITY CAP INC TRIN	TRIN	277	$4.1k277 shares
CME GROUP INC CME	CME	13	$3.9k13 shares
ISHARES TR ARTY	ARTY	79	$3.7k79 shares
FLEXSHARES TR SKOR	SKOR	63	$3.1k63 shares
DILLARDS INC DDS	DDS	5	$2.9k5 shares
DEVON ENERGY CORP NEW DVN	DVN	55	$2.8k55 shares