asset manager

Vanguard Group

MALVERN, PA

CRD: 105958

In PWD coverage since September 24, 2026 · 16+ stories

$11.1TRegulatory AUMSEC Form ADV · Oct 3

1,702EmployeesForm ADV

15Deals on our tracker

1Moves on the wire · 12 months

Regulatory AUM · Aug 16 – Oct 3

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

the_wrap

FCA drops plans for mandatory IFRS-based climate reporting as EU anti-greenwashing rules take effect

ESG Today's week-in-review places the change next to ISO's proposed net zero standard failing an initial vote and Vanguard's finding on younger investors' ESG voting choices.

Moves · Oct 3Envestnet seeks a chief product officer; UBS hands Naureen Hassan its US wealth unit

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

Vanguard Group

FCA drops plans for mandatory IFRS-based climate reporting as EU anti-greenwashing rules take effect

The Morning Brief