History
When was Vanguard founded?
1975
How many QCDs have to be in a request to make it a "Large Quantity" QCD?
2
What is the ticker symbol for the Vanguard Total Stock Market ETF
VTI
This Team Pavese crew member holds his CFA.
Who is Daivd Loiter?
What city is the Arizona office located?
Scottsdale
Where did the name Vanguard come from?
The HMS Vanguard (Horatio Nelson's Flagship)
Which category would a retention task regarding "Difficulty with general navigation" be listed under?
When was Vanguard's first index fund for individual investors released?
1976
These 3 Team Pavese are now in ASG HNW Support.
Who are Fomba Siafa, Tyler Scally, and Mario Scaffidi?
What is the name of the group of people who follow John Bogle's investing advice passionately?
Bogleheads
When did Vanguard "go global"?
1996 - Melbourne office opens
What are the 3 questions you ask when an advisor is requesting an ETF conversion in a taxable account?
Has the script been read to the client? Is this account enrolled in MinTax? Are there any pending transactions on the funds we are converting?
Name any 1 of the 4 mutual funds unavailable for ETF conversion.
Total Bond Market, Short-Term Bond, Intermediate-Term Bond, Long-Term Bond
What is our Line Manager's FULL NAME?
Valentina Baibarac
What day did Salim step in as CEO?
July 8th, 2024
When did Vanguard reach 20 million investors?
2014
At what dollar threshold in the settlement fund do buys start occurring in a DAP account?
$300
Which of these 3 funds has the lowest expense ratio: VMRXX, VMFXX, or VUSXX?
VUSXX
According to CREWNET, how many people are on Team Pavese?
13
After serving as Head of Advice here in Newtown Square, what role did he step into, and where did Jon Cleborne relocate?
Head of Europe, London.
Who are the 5 CEOs of Vanguard - in order?
Bogle
Brennan
McNabb
Buckley
Ramji
What is the correct format of titling your trade ticket folder each quarter?
U111_Smith_VAI_3Q2023 for example
AAPL
Where did Chase go to college? And for bonus 100 points, what was his major?
Temple - Financial Planning
After 34 years at Mars INC, with more than 8 as CEO, this director of Marriott International joined Vanguard's Board of Directors in 2023.