Vanguard Portfolio Management, LLC
● SEC registered since 2025CRD 338003SEC# 801-134587Malvern, PA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Wayne Dvorak Control | Manager | Under 5% | 2025 |
| Carolyn Bankston Cross Control | Manager | Under 5% | 2025 |
| Carrie Ann Simons Control | Chief Financial Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently 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
| Address | 100 Vanguard Blvd, Malvern, PA 19355 |
| Phone | 610-669-1000 |
| Fax | 610-669-6600 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2100121 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2,656.48BNo change
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