# VANGUARD PORTFOLIO MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT, LLC of MALVERN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 338003
- Type: SEC-registered investment adviser
- SEC file number: 801-134587
- Location: 100 VANGUARD BLVD, MALVERN, PA, 19355
- Phone: 610-669-1000
- Latest filing: 2026-07-17
- Regulatory AUM: $2.7T
- Discretionary AUM: $2.7T
- Clients: 105
- Accounts: 101

## Business model

- Compensation: % of AUM, Other
- Clients served: Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| David Bruce Petty | CHIEF FINANCIAL OFFICER | — |
| Jacqueline Mary Angell | CHIEF COMPLIANCE OFFICER | — |
| John Edward Schadl | MANAGER | — |
| Brian Wayne Dvorak | MANAGER | — |
| John Arthur Ameriks | MANAGER; MANAGER AND CHIEF INVESTMENT OFFICER | — |
| Carolyn Bankston Cross | MANAGER | — |
| Matthew Paul Mccarthy | MANAGER | — |
| Carrie Ann Simons | CHIEF FINANCIAL OFFICER | — |


## Disclosures (295)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338003/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338003/similar
- Related entities: https://search.stillhousedata.com/firm/338003/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338003

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.