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Vanguard Portfolio Management, LLC

● SEC registered since 2025CRD 338003SEC# 801-134587Malvern, PA
Export (members)
Reg. AUM
$2,656.48B
Employees
105
Accounts
101
Location
Malvern, PA

Vanguard Portfolio Management, LLC assets under management

Vanguard Portfolio Management, LLC is a registered investment adviser overseen by the SEC based in Malvern, PA. The firm has been registered since 2025. It reports $2,656.5 billion in regulatory assets under management and employs 105 people.

Vanguard Portfolio Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Brian Wayne Dvorak ControlManagerUnder 5%2025
Carolyn Bankston Cross ControlManagerUnder 5%2025
Carrie Ann Simons ControlChief Financial OfficerUnder 5%2026
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Frequently asked questions

How much does Vanguard Portfolio Management, LLC manage?

Vanguard Portfolio Management, LLC reports $2,656.5 billion in regulatory assets under management on its Form ADV.

How many employees does Vanguard Portfolio Management, LLC have?

Vanguard Portfolio Management, LLC reports 105 employees.

Where is Vanguard Portfolio Management, LLC located?

Vanguard Portfolio Management, LLC is based in Malvern, PA and has been SEC-registered since 2025.

Does Vanguard Portfolio Management, LLC disclose fund performance?

Vanguard Portfolio Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Vanguard Blvd, Malvern, PA 19355
Phone610-669-1000
Fax610-669-6600
Office hours8:30 a.m. - 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2100121
Discloses disciplinary historyYes

Regulatory AUM

$2,656.48BNo change
Mar '26 — $2,656.48BApr '26 — $2,656.48BMay '26 — $2,656.48BJun '26 — $2,656.48B
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$2,656.48Bregulatory AUM
Discretionary $2,656.48B