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 (although they are present in other states as well).
Most Vanguard Funds clients are health and welfare funds, elementary and secondary schools, hospitals, and assisted living and continuing care retirement communities with revenues ranging from $15 million to $95 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Chicago Zoological Society | 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 | Boys and Girls Clubs of Metro Atlanta | 501(c)(3) | Chamblee, GA | ||
| 8 | Friendly Home | 501(c)(3) | Rochester, NY | ||
| 9 | Deaconess Associations | 501(c)(3) | Cincinnati, OH | ||
| 10 | Bernard Zell Anshe Emet Day School (BZAEDS) | 501(c)(3) | Chicago, IL | ||
| ... | and 22 more Vanguard Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Vanguard Funds in the nonprofit sector include Colonial Consulting, Deutsche Investment Management, Advised Assets Group, Envestnet Retirement Solutions, LLC, Massachusetts Mutual Life Ins Company, TD Ameritrade, Cohen and Steers, Inc., Usi Consulting Group, Sageview Advisory Group, and State Street Bank and Trust Company.
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