Mutual Fund

The Vanguard Group

Investment Details

Investor Type
Mutual Fund

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital

Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States, Canada, Australia

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Industrials
  • Materials
  • Telecommunications
  • Utilities

Investment Size:
1,000 to 1,000,000,000 USD

Investor Details Founded: 1975

The Vanguard Group, founded in 1975 by John C. Bogle, is a leading American investment management company headquartered in Malvern, Pennsylvania. As of January 31, 2025, Vanguard manages approximately $10.4 trillion in global assets, making it one of the largest asset managers worldwide. The firm is renowned for pioneering low-cost index investing and offers a wide array of financial products, including mutual funds, exchange-traded funds (ETFs), brokerage services, and financial planning. Vanguard's unique ownership structure sets it apart in the investment industry. The company is owned by its funds, which in turn are owned by their shareholders. This mutual ownership model aligns Vanguard's interests directly with those of its investors, allowing the firm to operate at cost and return profits to clients in the form of lower fees. This structure has enabled Vanguard to consistently reduce expense ratios across its product offerings, reinforcing its commitment to providing cost-effective investment solutions.

Requirements
  • Minimum investment amounts vary by fund
  • Investors must meet specific eligibility criteria for certain funds
Portfolio Companies
  • Apple Inc.
  • Microsoft Corporation
  • Amazon.com Inc.
  • Alphabet Inc.
  • Facebook Inc.
  • Berkshire Hathaway Inc.
  • Johnson & Johnson
  • Visa Inc.
  • Procter & Gamble Co.
  • NVIDIA Corporation