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Asset/Investment Management
FINANCE | Asset/Financial Management
vanguard.com

Investments

13

Portfolio Exits

5

Funds

4

Partners & Customers

10

About Vanguard Group

Vanguard is an investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers.

Headquarters Location

100 Vanguard Boulevard

Malvern, Pennsylvania, 19355,

United States

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Latest Vanguard Group News

Form 8.3 - The Vanguard Group, Inc.: AVEVA Group plc

Jan 18, 2023

<table border="0" cellpadding="0" cellspacing="0"><tr><td> The Vanguard Group, Inc. ( ) <br/> Form 8.3 - The Vanguard Group, Inc.: <a href="/aktien/aveva_group-aktie">AVEVA Group</a> plc <br/><br/>18-Jan-2023 / 13:10 GMT/BST<br/> Dissemination of a Regulatory Announcement, transmitted by EQS Group.<br/> The issuer is solely...

Vanguard Group Investments

13 Investments

Vanguard Group has made 13 investments. Their latest investment was in Vanilla as part of their Series B on April 4, 2022.

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Vanguard Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

4/29/2022

Series B

Vanilla

$30.11M

Yes

3

11/5/2021

Private Equity

Paytm

$1,100M

Yes

57

11/1/2021

Series C

Altruist

$110M

Yes

1

11/18/2015

Series F - III

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$99M

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10

12/20/2014

Series H

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$99M

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10

Date

4/29/2022

11/5/2021

11/1/2021

11/18/2015

12/20/2014

Round

Series B

Private Equity

Series C

Series F - III

Series H

Company

Vanilla

Paytm

Altruist

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Amount

$30.11M

$1,100M

$110M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

3

57

1

10

10

Vanguard Group Portfolio Exits

5 Portfolio Exits

Vanguard Group has 5 portfolio exits. Their latest portfolio exit was Paytm on November 18, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

11/18/2021

IPO

$99M

Public

1

2/28/2020

Acquired

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$99M

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10

5/9/2018

Corporate Majority

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$99M

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10

8/16/2010

Acquired

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$99M

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10

7/13/2006

IPO

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$99M

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0

Date

11/18/2021

2/28/2020

5/9/2018

8/16/2010

7/13/2006

Exit

IPO

Acquired

Corporate Majority

Acquired

IPO

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Public

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Sources

1

10

10

10

0

Vanguard Group Acquisitions

2 Acquisitions

Vanguard Group acquired 2 companies. Their latest acquisition was Just Invest on July 13, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

7/13/2021

Other

$99M

$1.78M

Acquired

3

8/1/2015

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$99M

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10

Date

7/13/2021

8/1/2015

Investment Stage

Other

Companies

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Valuation

$99M

$99M

Total Funding

$1.78M

Note

Acquired

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Sources

3

10

Vanguard Group Fund History

4 Fund Histories

Vanguard Group has 4 funds, including Treasury Money Market Fund (VUSXX).

Closing Date

Fund

Fund Type

Status

Amount

Sources

4/16/2020

Treasury Money Market Fund (VUSXX)

$3,950M

1

Vanguard International Core Stock Fund

10

Vanguard Commodity Strategy Fund

10

Windsor Fund

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10

Closing Date

4/16/2020

Fund

Treasury Money Market Fund (VUSXX)

Vanguard International Core Stock Fund

Vanguard Commodity Strategy Fund

Windsor Fund

Fund Type

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Status

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Amount

$3,950M

Sources

1

10

10

10

Vanguard Group Partners & Customers

10 Partners and customers

Vanguard Group has 10 strategic partners and customers. Vanguard Group recently partnered with Certified Financial Planner Board of Standards on June 6, 2023.

Date

Type

Business Partner

Country

News Snippet

Sources

6/28/2023

Partner

United States

10:00 ET Vanguard Becomes Newest Founding Sponsor for CFP Board Center for Financial Planning

Vanguard has partnered with CFP Board over the last six years , where they have supported the Center 's initiatives and scholarships focused on creating a more diverse and sustainable financial planning profession .

1

4/18/2023

Partner

United States

Vanguard’s Distribution Expands with New Glantz Partnership

This partnership allows Vanguard , a manufacturer with a portfolio of wide-format UV-LED printers , to unite with Glantz 's driven , expansive team to further expand the accessibility of Vanguard printing solutions to Print Service Providers across the country .

1

4/12/2022

Partner

United States

09:28 EDT Vanguard Introduces New Financial Advice Service for American Express U.S. Consumer Card Members

`` As Vanguard seeks to make our advice more accessible , we are excited to team up with the distinguished brand of American Express to deliver on our mission to give investors the best chance for investment success . ''

2

3/18/2022

Partner

United States

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10

12/28/2021

Partner

China

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10

Date

6/28/2023

4/18/2023

4/12/2022

3/18/2022

12/28/2021

Type

Partner

Partner

Partner

Partner

Partner

Business Partner

Country

United States

United States

United States

United States

China

News Snippet

10:00 ET Vanguard Becomes Newest Founding Sponsor for CFP Board Center for Financial Planning

Vanguard has partnered with CFP Board over the last six years , where they have supported the Center 's initiatives and scholarships focused on creating a more diverse and sustainable financial planning profession .

Vanguard’s Distribution Expands with New Glantz Partnership

This partnership allows Vanguard , a manufacturer with a portfolio of wide-format UV-LED printers , to unite with Glantz 's driven , expansive team to further expand the accessibility of Vanguard printing solutions to Print Service Providers across the country .

09:28 EDT Vanguard Introduces New Financial Advice Service for American Express U.S. Consumer Card Members

`` As Vanguard seeks to make our advice more accessible , we are excited to team up with the distinguished brand of American Express to deliver on our mission to give investors the best chance for investment success . ''

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Sources

1

1

2

10

10

Vanguard Group Team

12 Team Members

Vanguard Group has 12 team members, including , .

Name

Work History

Title

Status

Paolo Fidanza

Founder

Current

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Name

Paolo Fidanza

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Work History

Title

Founder

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Status

Current

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