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Vanguard - Management

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Vanguard Lifetime Income Program - Total Stock Market Index Portfolio
Management

Vanguard Equity Investment 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 Investment and Fixed Income Groups. Joseph Brennan, CFA, Principal of Vanguard and head of Vanguard’s Equity Index Group, has oversight responsibility for all equity index funds managed by the Equity Investment Group. John Ameriks, Ph.D., Principal of Vanguard and head of Vanguard’s Active Equity Group, has oversight responsibility for all active equity funds managed by the Equity Investment Group. The Equity Investment Group manages indexed and structured 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 Total Stock Market Index Portfolio since 2003.

Investment Manager Biography

Duane F. Kelly, Principal

  • Portfolio manager.
  • Advised the portfolio since 2003.
  • Worked in investment management since 1989.
  • B.S., La Salle University.

Glossary

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