A Daily Network publication

asset manager

Vanguard Group

MALVERN, PA

CRD: 105958

In network coverage since October 21, 2026 · 16+ stories

$11.1TRegulatory AUMSEC Form ADV · Oct 17

1,702EmployeesForm ADV

15Deals on our tracker

1Moves on the wire · 12 months

Regulatory AUM · Aug 16 – Oct 17

Observed recruiting events · 12 monthsOn the wire →

Jessica Rickert

Sep 8 · advisor move

Deal recordFull tracker →

Dec 30, 26Fund launchTransamerica

Oct 21, 26Fund launchWellington Management · Blackstone — coverage

Oct 20, 26Fund launchVanguard Target Retirement Growth Trusts — coverage

Oct 7, 26Fund launchHANetf · Simplify · VanEck · Direxion · Dimensional · T. Rowe Price · AllianzIM · NYLIM MacKay · Logan Capital · FT Vest · Oakmark · Nomura · ICBC UBS AM · Synera Funds · Russell Investments · Amplify · Fidelity International — coverage

Oct 7, 26Fund launchVanguard USD High Yield Corporate Bond UCITS ETF — coverage

Oct 5, 26Deal talkAltruist — coverage

Oct 1, 26Fund launchNBI · Global X — coverage

Sep 29, 26Fund launch — coverage

Sep 21, 26Deal announcedDynasty Financial Partners · Charles Schwab · Anthropic — coverage

Sep 20, 26Deal closedAltruist — coverage

Sep 20, 26Deal closedAltruist — coverage

Sep 20, 26Deal closedAltruist — coverage

Sep 8, 26Fund launchSchwab · Candidly · Merrill Lynch · Bank of America · Empower — coverage

Sep 1, 26Deal announcedAltruist — coverage

Sep 1, 26Deal announcedAltruist — coverage

Network coverage

RIA

Vanguard auto-enrolls $1M–$10M self-directed clients in Flagship

The letter restores a dedicated consultant, and non-Vanguard funds now count toward the $1 million minimum.

the_wrap · Oct 23Capital Group publishes 4%–5.5% range; Vanguard plans CITs

practice · Oct 22Vanguard auto-enrolls $1 million–$10 million clients in Flagship

portfolio · Oct 22Blackstone private wealth AUM hits $330B as distributable earnings fall 9%

Data · Oct 22Blackstone private wealth AUM hits record $330 billion as distributable earnings fall 9%

the_tape · Oct 22Options-based ETFs near $400bn as derivative income takes two-thirds of flows

portfolio · Oct 22Morningstar backs Vanguard VXUS on low fee and 8,500-stock index

the_tape · Oct 22Calamos sets Oct. 26 launch for least-of autocallable ETF CAYN

practice · Oct 22WealthManagement.com column says Vanguard-Altruist deal raises advisor fee question

The Close · Oct 22WealthManagement.com column says Vanguard-Altruist deal raises the bar for human advice

book · Oct 22Slott Report: HSA contributions fall to self-only limit when one spouse enrolls in Medicare

the_wrap · Oct 22Capital Group adds retirement income to target-date funds; HSA invested balances top $100 billion

book · Oct 21Tax-loss selling pushes record $5 billion into muni ETFs in week ended Oct. 14

plans · Oct 21Vanguard to launch Target Retirement Growth Trusts with higher equity allocations

passive · Oct 21FTSE Russell proposes moving 74% of Russell 1000 market cap to its growth index

practice · Oct 21Ezra Group's AI connector directory grows from 69 to 244 in ten weeks

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