VANGUARD INVESTMENTS AUSTRALIA LIMITED
Latest filing: Apr 30, 2025 (46 days ago)
AUM
$92,427,000,000
10% change vs. 1 year ago
9% change vs. 3 years ago
-31% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
110
-19% change vs. 1 year ago
-63% change vs. 3 years ago
-84% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MELBOURNE VIC,
LEVEL 13, MELBOURNE VIC, , AUSTRALIA, 3000
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $91.1 |
| Non-Discretionary | $1.4 |
| Total | $92.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $91.1 |
| Institutional | $1.4 |
| Total | $92.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $1.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 63% | $0.9 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 10% | $0.1 |
| IG Credit | 20% | $0.3 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| THE VANGUARD GROUP, INC. | $10,246.6 | 105958 | |
| VANGUARD GLOBAL ADVISERS, LLC | $491.4 | 164593 | |
| VANGUARD ASSET MANAGEMENT, LIMITED | $483.0 | 282598 | |
| VANGUARD INVESTMENTS UK, LIMITED | $0.0 | 283775 | |
| VANGUARD GROUP EUROPE GMBH | $0.0 | broker-dealer | - |
| VANGUARD SUPER PTY LTD | $0.0 | trust company | - |
| VANGUARD INVESTMENTS CANADA INC. | $0.0 | broker-dealer | 283519 |
| VGI INSURANCE, INC. | $0.0 | - | |
| VANGUARD GROUP (IRELAND) LIMITED | $0.0 | 285297 | |
| VANGUARD MARKETING CORPORATION | $0.0 | broker-dealer | 7452 |
| VGIM, S.A. DE C.V., ASESOR EN INVERSIONES INDEPENDIENTE | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
10 active
| Name | Title |
|---|---|
| SHRIMSKI, DANIEL, RAYMOND | CHAIRMAN, DIRECTOR |
| BENDL, JOHN | DIRECTOR |
| JACQUES, CURTIS, ALAN | DIRECTOR |
| PETERSEN, KIM, LEANNE | DIRECTOR |
| OBERLIES, JOHN, JOSEPH | CHIEF FINANCIAL OFFICER |
| HUGHES, SEAN | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $92.4 | $0.0 | 0% | 110 | 0 | 0% |
| 2025-04-21 | $92.4 | $0.0 | 0% | 110 | 0 | 0% |
| 2024-04-02 | $83.8 | $8.6 | 10% | 136 | -26 | -19% |
| 2023-04-04 | $74.5 | $17.9 | 24% | 146 | -36 | -25% |
| 2022-04-01 | $85.0 | $7.5 | 9% | 300 | -190 | -63% |
| 2021-04-05 | $138.3 | -$45.8 | -33% | 300 | -190 | -63% |
| 2020-04-01 | $133.1 | -$40.6 | -31% | 673 | -563 | -84% |
| 2019-04-01 | $104.7 | -$12.3 | -12% | 613 | -503 | -82% |
| 2018-04-02 | $115.6 | -$23.1 | -20% | 520 | -410 | -79% |
| 2017-04-01 | $85.9 | $6.5 | 8% | 406 | -296 | -73% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV