asset manager

Vanguard Group

MALVERN, PA

CRD: 105958

In PWD coverage since September 23, 2026 · 16+ stories

$11.1TRegulatory AUMSEC Form ADV · Sep 26

1,702EmployeesForm ADV

15Deals on our tracker

1Moves on the wire · 12 months

Regulatory AUM · Aug 16 – Sep 26

Observed recruiting events · 12 monthsOn the wire →

Jessica Rickert

Sep 8 · advisor move

Deal recordFull tracker →

Dec 30, 26Fund launchTransamerica

Oct 1, 26Fund launchNBI · Global X — coverage

Sep 29, 26Fund launch — coverage

Sep 21, 26Deal announcedAnthropic · Dynasty Financial Partners · Charles Schwab — coverage

Sep 20, 26Deal closedAltruist — coverage

Sep 8, 26Fund launchMerrill Lynch · Schwab · Candidly · Bank of America · Empower — coverage

Sep 1, 26Deal announcedAltruist — coverage

Sep 1, 26Deal announcedAltruist · $4.6B — coverage

Aug 31, 26Deal announcedBlackRock · Orion · Fidelity Investments — coverage

Aug 25, 26Deal announcedAltruist — coverage

PWD coverage

Moves

Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

RIABiz reports Envestnet is backfilling Molly Weiss's product brief while UBS turns its US wealth franchise over to former Schwab executive Naureen Hassan.

move · Oct 2Fidelity gives custody clients under $100 million until June 2027 to move

launches · Oct 1Global X leads 24 Canadian ETF launches in September 2026 with seven products

RIA · Oct 1Fidelity raises RIA custody minimum to $100 million, setting a mid-2027 deadline

the_wrap · Oct 1Nest replaces 1,000-stock EM book with 100-150 as NYC boards weigh $5bn climate allocation

products · Oct 1Vanguard proxy-voting data: younger investors pick its ESG option at twice the older rate

passive · Sep 30VTI leads Vanguard's September ETF flows as VOO misses top-eight list

the_wrap · Sep 30Treasury draft proposes auto-opening 63.36 million child Trump Accounts by Social Security number

plans · Sep 30Vanguard finds 26% of small plans auto-enroll, against 61% of large plans

plans · Sep 29Vanguard proxy voting choice passes 500,000 investors as nearly 80 plans sign on

passive · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes

M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer

The Close · Sep 24Advisors are answering a 2032 solvency question with emergency funds

RIA · Sep 24Altruist puts pre-IPO access where the record lives

RIA · Sep 24The quality tilt is cheap to buy and hard to hold

The Close · Sep 23The cash spread is what the selloff repriced

Vanguard Group

Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

The Morning Brief