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 Connecticut and Illinois (although they are present in other states as well).
Most Vanguard Funds clients are health and welfare funds, hospitals, assisted living and continuing care retirement communities, museums, historical sites, and similar institutions, and trade associations with revenues ranging from $12 million to $127 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 | Lawrence Academy | 501(c)(3) | Groton, MA | ||
| 5 | Thorek Memorial Hospital | 501(c)(3) | Chicago, IL | ||
| 6 | Copper Queen Community Hospital (CQCH) | 501(c)(3) | Bisbee, AZ | ||
| 7 | Deaconess Associations | 501(c)(3) | Cincinnati, OH | ||
| 8 | Morrison Child and Family Services | 501(c)(3) | Portland, OR | ||
| 9 | Florida Court Clerks and Comptrollers | 501(c)(6) | Tallahassee, FL | ||
| 10 | Knoxville Zoological Gardens | 501(c)(3) | Knoxville, TN | ||
| ... | and 15 more Vanguard Funds not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Vanguard Funds in the nonprofit sector include Alerus Financial, N.a., Matrix Trust Company, Leafhouse Financial Advisors, LLC, Raymond James and Associates, Investment Performance Services, Kestra Advisory Services LLC, Marquette and Associates, Wilmington Trust, Pensionmark Financial Group LLC, and LPL Financial LLC - RPCP.
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