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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, August 19, 2026The Morning Brief →Sign in
asset manager

Vanguard Group

MALVERN, PA
CRD: 105958
In PWD coverage since August 14, 2026 · 16+ stories
$11.1TRegulatory AUMSEC Form ADV · Aug 15
1,702EmployeesForm ADV
9Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Beverly Goodman
Apr 19 · exec change
Arrivals
Beverly Goodman
Apr 19 · from Barron's
Departures
None tracked.
Deal recordFull tracker →
Dec 30, 26Fund launchTransamerica
Aug 18, 26Fund launch — coverage
Aug 18, 26Fund launch — coverage
Aug 17, 26Fund launch — coverage
Aug 14, 26Fund launch — coverage
Aug 12, 26Fund launch — coverage
Aug 12, 26Fund launch — coverage
Jul 21, 26Fund launchWellington Management · Merrill Lynch · Bank of America · Blackstone
Jul 30, 24Fund launchWellington · Blackstone
PWD coverage
investments

Target-date assets top $5.3 trillion as income options climb

Sway Research's mid-year report shows 11% first-half growth, with income-linked target-dates up 18%.
issuers · Aug 19State Street says Trump Accounts default to SPYM
advisers · Aug 19Vanguard lets advisers customize its model portfolios
portfolio · Aug 19Vanguard launches customizable models without breaking the 0.07% expense ratio
portfolio · Aug 18Price the hidden costs of a zero-fee IRA before the rollover
portfolio · Aug 18Vanguard's customizable models test the low-cost promise
the_tape · Aug 18BlackRock's synthetic ETF shows core flows trump purity
advisers · Aug 18Zero-fee IRAs can carry more than $1,400 in hidden annual costs
portfolio · Aug 18Fund launches test advisors on the wrapper and its fees
portfolio · Aug 18Vanguard opens four model portfolios to outside fund choices
The Close · Aug 18Vanguard bends to RIAs, and John Bogle's ghost winces
advisers · Aug 18Vanguard custom models put a dial in advisers' hands
advisers · Aug 18Vanguard opens model portfolios to adviser customization
investments · Aug 18CITs take the lead in target-date assets; income is next
Data · Aug 1659 moves, one new office
RIA · Aug 14Vanguard hires Beverly Goodman to court RIAs
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