Vanguard Variable Annuity - Equity Income Portfolio
Management

Wellington Management Company LLP

Firm Description

Founded in 1928, Wellington Management Company LLP, Boston, Massachusetts, is among the nation’s oldest and most respected institutional investment managers. The firm has advised Vanguard Variable Annuity Equity Income Portfolio since 2003.

Investment Manager Biography

W. Michael Reckmeyer, III, CFA, Senior Managing Director

  • Portfolio manager.
  • Advised the portfolio since 2007.
  • Worked in investment management since 1984.
  • B.S., University of Wisconsin.
  • M.B.A., University of Wisconsin.

Vanguard Quantitative Equity Group

Firm Description

Launched in 1975, The Vanguard Group, Malvern, Pennsylvania, is among the world's largest equity and fixed income managers. As chief investment officer and managing director, Mortimer J. Buckley oversees Vanguard's Equity Index, Quantitative Equity, and Fixed Income Groups. John Ameriks, Ph.D., Principal of and head of Vanguard's Quantitative Equity Group, is responsible for all active equity funds managed by the Investment Management Group. The Quantitative Equity Group manages Vanguard active equity mutual funds using a quantitative investment approach. The group has advised Vanguard Variable Annuity Equity Income Portfolio since 2003.

Investment Manager Biographies

James P. Stetler, Principal

  • Portfolio manager.
  • Advised the portfolio since 2003.
  • Worked in investment management since 1996.
  • B.S., Susquehanna University.
  • M.B.A., Saint Joseph’s University.

Michael R. Roach, CFA

  • Portfolio manager.
  • Advised the portfolio since 2012.
  • Worked in investment management since 2001.
  • B.S., Bloomsburg University.
  • M.S., Drexel University.

Binbin Guo, Principal, Head of Equity Research and Portfolio Strategies

  • Portfolio manager.
  • Advised the portfolio since 2016.
  • Worked in investment management since 1998.
  • B.S. and M.S., Tsinghua University.
  • Ph.D. and M.Phil., Yale University.

Glossary