firm profile

Vanguard Portfolio Management, LLC

RIA Malvern, PA CRD 338003 Last verified October 2026

Overview

Vanguard Portfolio Management, LLC is an SEC registered investment adviser based in Malvern, PA, registered since 2025. It reports $2.7T in assets under management across 101 accounts, with 105 employees.

Reported AUM: $2.7T
Discretionary: 100%
Accounts: 101
Average account: $26.3B
Employees: 105
Registered since: 2025

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services: Management for Investment Companies
Selection of Other Advisors
Client types: Investment Companies
Fee structure: Other Fees and Percentage of Assets

Executive officers 3 of 7

Carrie Ann Simons Chief Financial Officer CRD 2827235
Jacqueline Mary Angell Chief Compliance Officer CRD 5606776
John Arthur Ameriks Manager, Chief Investment Officer CRD 3068014

4 more executive officers, with direct contact details

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Location

Headquarters: 100 Vanguard Blvd
Malvern, PA 19355
County: Chester
Metro area: Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
Region: Northeast

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