Cause IQ vendor profile

The Vanguard Group


The Vanguard Group is a firm that provides investment management, administrative support, fiduciary trustee, financial advisor, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most The Vanguard Group clients are health and welfare funds and outpatient health care practitioners and facilities with revenues ranging from $15 million to $212 million.

Previous legal names, trade names, or just variations of their name include: The Vanguard Group, LLC.

Primary location:
Valley Forge, PA
All locations:
TX, MO, PA
Identified clients:
962
Avg client size:
$166 mil revenue
Median client size:
$21 mil revenue

The Vanguard Group client list

 NameTypeLocation
1Battelle Memorial Institute501(c)(3)Columbus, OH
2Columbia University501(c)(3)New York, NY
3Financial Industry Regulatory Authority (FINRA)501(c)(6)Rockville, MD
4Metropolitan Museum of Art501(c)(3)New York, NY
5John D and Catherine T MacArthur Foundation501(c)(3)Chicago, IL
6American University of Beirut Medical Center (AUBMC)501(c)(3)New York, NY
7The Ford Foundation501(c)(3)New York, NY
8National Education Association of the United States501(c)(5)Washington, DC
9Local Initiatives Support Corporation501(c)(3)New York, NY
10CFA Institute501(c)(6)Charlottesville, VA
...and 952 more The Vanguard Group not-for-profit tax-exempt clients identified by Cause IQ

The Vanguard Group competitors

Competitors to The Vanguard Group in the nonprofit sector include Fidelity Investments Institutional, JP Morgan Chase, Fidelity Investments, TIAA, Wells Fargo Bank, Mutual Of America Life Insurance Company, Great-West Life and Annuity Insurance Co., Nationwide, Charles Schwab and Co., Inc., and Morgan Stanley.

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