Vanguard Portfolio Management, LLC: new SEC registration, $2,656,484M AUM, Malvern, PA
Vanguard Portfolio Management, LLC (Malvern, Pennsylvania): new SEC registration, $2,656,484M AUM, Malvern, PA. Its amount of 2,656,484 is top-decile (99th percentile of 1,149 records). Dated 350 days ago, it serves as a historical benchmark. Score 50/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 2,656,484 · 99th percentile of 1,149 NewRiaPulse records · 19824.5x the median
Free preview: all 10 published fields of this record are shown below. Locked: 29 related PA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Vanguard Portfolio Management, LLC |
| Legal name | Vanguard Portfolio Management, LLC |
| CRD | 338003 |
| Status | Approved |
| Registered with the SEC | 2025-11-19 |
| Latest Form ADV filing | 2026-09-21 |
| Location | Malvern, PA, United States |
| Regulatory AUM | $2,656,483,509,980 |
| Accounts | 101 |
| Employees | 105 |
| amount percentile | 99th of 1,149 (median 134, 19824.5x median) |
| Peer records CSV (30 PA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-19
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (PA first): Vanguard Capital Management, LLC · Fs Digital Infrastructure Advisor, LLC · Emerald Investment Advisers, LLC · Valen Private Capital, LLC. · Chronometer Partners LP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Vanguard Portfolio Management, LLC and 30 Pennsylvania peers
- Pennsylvania NewRiaPulse records like this one: 30
- Vanguard Portfolio Management, LLC's amount: 99th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Pennsylvania peer: $6,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
50 / 100 Score
- $2,656,484M under management.
What is the NewRiaPulse record for Vanguard Portfolio Management, LLC in Malvern, Pennsylvania?
Vanguard Portfolio Management, LLC received SEC registration as an investment adviser (2025-11-19) with $2,656,483,509,980 in regulatory assets under management, based in Malvern, PA.
How does Vanguard Portfolio Management, LLC compare to other Pennsylvania NewRiaPulse records?
This is a top-decile record: its amount of 2,656,484 is 19824.5x the median of 134 across 1,149 records. It is 350 days old; check the official source for later updates before acting.
Vanguard Portfolio Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Vanguard Portfolio Management, LLC | Malvern, PA | 2,656,484 | 99th | 2025-11-19 |
| Caxton Associates LLP | London | 71,558 | 99th | 2026-06-23 |
| Mic Capital Management Uk LLP | London | 36,796 | 99th | 2026-02-12 |
| Old Mission Asset Management LLC | Chicago, IL | 34,126 | 99th | 2026-09-01 |
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NewRiaPulse: $10B+ NewRiaPulse: records in Pennsylvania NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.