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Same team, new name for external investment advisor

May 01, 2014

Delaware Investments Fund Advisers has spun off the team that manages portions of Vanguard U.S. Growth Fund and the Growth Portfolio of Vanguard Variable Insurance Fund into its own firm, called Jackson Square Partners. Delaware Investments maintains an ownership stake in the new joint venture.

Jeff Van Harte, Dan Prislin, Chris Ericksen, and Chris Bonavico, who as the Focus Growth Equity team have been portfolio co-managers of the two Vanguard funds since 2010, will continue their advisory activities for both funds. The team joined Delaware Investments in April 2005 and has substantially increased its client base and assets under management since that time.

As of December 31, 2013, the team managed approximately 42% of the U.S. Growth Fund and approximately 36% of the Variable Insurance Fund's Growth Portfolio.

Vanguard doesn't expect the change to affect the two funds' investment philosophies, strategies, or portfolio management activities.


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