Vanguard
★ 4.9
AUM: $7.2T
Founded: 1975
Company Overview
AUM: $7.2T
Founded: 1975
Employees: 17000+
Location: Malvern, USA
Fund Categories:
Mutual Funds, ETFs, IRAs, 401(k)s, 529 Plans
Investment Strategy
Low-cost, passive investment approach with focus on index funds
Vanguard revolutionized the investment industry with the introduction of the first index mutual fund for individual investors. Their unique client-owned structure allows them to keep costs low and return profits to fund shareholders.
Investment Philosophy
Vanguard is known for its passive investment approach, emphasizing:
- Low costs
- Broad diversification
- Long-term perspective
- Tax efficiency
Product Range
The firm offers various investment products:
- Index Mutual Funds
- ETFs
- Target Retirement Funds
- Active Mutual Funds
- Personal Advisory Services
Retirement Solutions
Vanguard specializes in retirement planning with:
- Traditional IRAs
- Roth IRAs
- 401(k) rollovers
- Target date funds
Top Performing Funds
Vanguard Total Stock Market Index Fund
YTD
14.8%
1Y
17.9%
3Y
42.5%
Vanguard 500 Index Fund
YTD
15.1%
1Y
18.2%
3Y
44.1%
Advantages
- • Very low expense ratios
- • Client-owned structure
- • Wide range of index funds
- • Strong retirement options
Limitations
- • Limited active management options
- • Basic research tools
- • No local branch offices
Last updated: 2025-01-05T18:20:48+07:00