Vanguard

The Vanguard Group, Inc. is a premier American registered investment advisor, established on May 1, 1975, in Malvern, Pennsylvania. As of September 2024, Vanguard manages approximately $10.1 trillion in global assets, making it the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) worldwide. Vanguard operates under a unique corporate structure where it is owned by the funds it manages, and thus it prioritizes the interests of its clients. The firm is renowned for advocating low-cost investing, and it targets both retail and institutional investors.

Vanguard's innovative approach to investing includes a wide array of services such as asset management, financial planning, and brokerage services. Their funds, particularly indexed funds, have received acclaim for their cost efficiency and robust performance. Vanguard prides itself on providing an investor-first ethos that enhances the financial journeys of millions of individuals. Moreover, it is noteworthy that Vanguard has consistently worked to reduce investment costs and enhance transparency for its investors, reflecting its core value of putting clients first.