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Vanguard Portfolio Management, LLC

● SEC registered since 2025CRD 338003SEC# 801-134587Malvern, PA
Export (members)
Reg. AUM
Employees
7
Accounts
Location
Malvern, PA

Vanguard Portfolio Management, LLC assets under management

Vanguard Portfolio Management, LLC is a registered investment adviser overseen by the SEC based in Malvern, PA. The firm has been registered since 2025. It employs 7 people.

Vanguard Portfolio Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Brian Wayne Dvorak ControlManagerUnder 5%2025
Carolyn Bankston Cross ControlManagerUnder 5%2025
David Bruce Petty ControlChief Financial OfficerUnder 5%2025
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Frequently asked questions

How many employees does Vanguard Portfolio Management, LLC have?

Vanguard Portfolio Management, LLC reports 7 employees.

Where is Vanguard Portfolio Management, LLC located?

Vanguard Portfolio Management, LLC is based in Malvern, PA and has been SEC-registered since 2025.

Does Vanguard Portfolio Management, LLC disclose fund performance?

Vanguard Portfolio Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Vanguard Blvd, Malvern, PA 19355
Phone610-669-1000
Fax610-669-6600
Office hours8:30 a.m. - 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2100121
Discloses disciplinary historyYes