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  2. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after ...

  3. John C. Bogle - Wikipedia

    en.wikipedia.org/wiki/John_C._Bogle

    John C. Bogle. John Clifton " Jack " Bogle (May 8, 1929 – January 16, 2019) was an American investor, business magnate, and philanthropist. He was the founder and chief executive of The Vanguard Group and is credited with popularizing the index fund. An avid investor and money manager himself, he preached investment over speculation, long ...

  4. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    Number of employees. 5,500 (2023 [2]) Website. www .ascensus .com. Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under ...

  5. Fisher Investments - Wikipedia

    en.wikipedia.org/wiki/Fisher_Investments

    The firm incorporated Fisher Investments Europe Limited in 1999 with its headquarters in London. [8] Later it expanded the firm's US operations by opening offices in Vancouver, Washington; Plano, Texas; and Tampa, Florida. [9] [10] In 2005, the firm was reorganized as a Delaware limited liability company. [citation needed]

  6. John J. Brennan (businessman) - Wikipedia

    en.wikipedia.org/wiki/John_J._Brennan_(businessman)

    For many years he served as the company's president alongside John C. Bogle who was Vanguard's founder and CEO. When Bogle stepped down from his chairmanship in 1996, Brennan was his hand-picked successor. He also was chairman of the Investment Company Institute, a trade organization representing mutual fund companies.

  7. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments, formerly known as Fidelity Management & Research ( FMR ), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $4.9 trillion in assets under management, and, as of December 2023, $12.6 trillion in ...

  8. Who Owns the Most Amazon Stock Besides Jeff Bezos? - AOL

    www.aol.com/finance/owns-most-amazon-stock...

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  9. Mortimer J. Buckley - Wikipedia

    en.wikipedia.org/wiki/Mortimer_J._Buckley

    From 2001 to 2006, Buckley was Chief Information Officer, and from 2006 to 2012, he was head of the Retail Investor Group. He became Chief Investment Officer when Gus Sauter retired in 2013. In 2017, Vanguard's Board of Directors unanimously elected Buckley to succeed F. William McNabb III as Chief Executive Officer, effective January 2018.