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, outpatient health care practitioners and facilities, assisted living and continuing care retirement communities, services for the elderly and people with disabilities, museums, historical sites, and similar institutions, and professional associations with revenues ranging from $15 million to $137 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Brookfield Zoo 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 | Trustees of Lawrence Academy at Groton Ma Corporation | 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 Fiduciary Investment Advisors, Pacific Investment Management Company, Capital Research and Management Company, Prime Buchholz and Associates, CBIZ Retirement Plan Services, Ubs Financial Services, Inc., NFP Retirement Inc, Creative Planning, Gallagher Fiduciary Advisors, and Captrust.
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