Vanguard Equity Index 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, Gregory Davis, CFA, oversees Vanguard’s Equity Index, Investment Strategy, Quantitative Equity, and Fixed Income Groups. Rodney Comegys, Principal and global head of Vanguard's Equity Index Group, is responsible for all equity index funds. The Equity Index Group manages indexed equity portfolios covering U.S. and international markets. It has developed sophisticated portfolio construction methodologies and efficient trading strategies that seek to deliver returns that are highly correlated with target portfolio benchmarks. The group has advised Vanguard Target Retirement 2030 Fund since 2006.

Investment Manager Biographies

Michael R. Roach, CFA

• Portfolio manager.
• Advised the fund since 2023.
• Worked in investment management since 2000.
• B.S., Bloomsburg University of Pennsylvania.
• M.S., Drexel University.

Walter Nejman

• Portfolio manager.
• Advised the fund since 2013.
• Worked in investment management since 2008.
• B.A., Arcadia University.
• M.B.A., Villanova University.

Aurelie Denis, CFA

• Portfolio manager.
• Advised the fund since 2023.
• Worked in investment management since 2017.
• B.S., Pennsylvania State University.

Roger Aliaga-Diaz, Ph.D., Principal

• Portfolio manager, Investment Strategy Group.
• Advised the fund since 2023.
• Worked in investment management since 2010.
• B.A., Universidad Nacional de Córdoba.
• Ph.D., North Carolina State University.