Vanguard Funds is a firm that provides investment management and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois and Connecticut (although they are present in other states as well).
Most Vanguard Funds clients are health and welfare funds and hospitals with revenues ranging from $13 million to $119 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Brookfield Zoological Chicago | 501(c)(3) | Brookfield, IL | ||
| 2 | Healthcare Information and Management Systems Society (HIMSS) | 501(c)(6) | Chicago, IL | ||
| 3 | Community Connections | 501(c)(3) | Washington, DC | ||
| 4 | The Fessenden School | 501(c)(3) | West Newton, MA | ||
| 5 | Lawrence Academy | 501(c)(3) | Groton, MA | ||
| 6 | Thorek Memorial Hospital | 501(c)(3) | Chicago, IL | ||
| 7 | Copper Queen Community Hospital (CQCH) | 501(c)(3) | Bisbee, AZ | ||
| 8 | Deaconess Associations | 501(c)(3) | Cincinnati, OH | ||
| 9 | Morrison Child and Family Services | 501(c)(3) | Portland, OR | ||
| 10 | Florida Court Clerks and Comptrollers | 501(c)(6) | Tallahassee, FL | ||
| ... | and 18 more Vanguard Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Vanguard Funds in the nonprofit sector include Segall Bryant and Hamill, Paychex, Inc., Victory, Wells Fargo Clearing Services LLC, Oneamerica Retirement Services LLC, Ubs Financial Services, Inc., Creative Planning, Morningstar Investment Management LLC, Merrill Lynch Life Agency, and Morningstar.
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