Vanguard General
Name that CEO
Crew and Community
Campus History
Vanguard Funds
100

Vanguard used to have a stand-alone, walk-in investor center in which East Coast city?

Options: Boston, New York City, Washington D.C., Philadelphia

Philadelphia

100

- First CEO

- Sought to create a new and better way to manage a mutual fund company; created Vanguard

John Bogle

100

This term replaced "employees" in the Vanguard lexicon.

Crew

100

Where is the global headquarters of Vanguard?

Malvern, PA

100

Which of the following was Vanguard first to pioneer?

Options: ETFs, TRFs, or Index Funds

Index Funds


200

What is Vanguard's newest division?

Advice and Wealth Management, est. 2025

200

- Joined Vanguard in 1991

- Previously served as Chief Investment Officer, Head of RIG, and Chief Information Officer

Tim Buckley

200

Introduced in 1984, this annual payout recognizes crew's vital contribution to Vanguard's success and our connection to our clients.

Partnership Plan

200

Where is the most recent Vanguard campus located?

Manchester, UK

200

What year did Vanguard launch the first index mutual fund for individual investors?

1976

Fund Fact: When first launched, this fund was called First Index Investment Fund (later the 500 Index Fund)

300

What was CrewNet called before it was CrewNet?

CIA (corporate intranet agenda)

300

- John Bogle's successor

- Previously served as CFO, Executive Vice President, and President

Jack Brennan

300

This award recognizes exceptional crew and was first presented in 1984.

Award for Excellence

Fun Fact: Walter Morgan, founder of Wellington Management Company, was the first person who never worked at Vanguard to be presented this award.

300

What was the first building to be completed on Malvern main campus?

Victory

300

Vanguard launched its first actively managed ESG fund, named this, in 2019.

Vanguard Global ESG Select Stock Index Fund

400

In what year did the number of non-U.S. Vanguard funds surpass the number of U.S. funds for the first time?

Options: 2000, 2005, 2016, or 2023

2016

Fun Fact: At year‐end 2016 there were more non‐U.S.8 funds (185) than U.S. funds (179). As of April 30, 2024, Vanguard offers 423 funds worldwide ‐‐ 208 U.S. funds and 215 global funds!

400

- Has more than 25 years experience in the industry

- Served as the head of corporate strategy, led US Wealth Advisory and served as the Head of iShares and Index Investments

Salim Ramji

400

To help celebrate Vanguard's 20th anniversary, Partnership 1995 was held at this Philadelphia institution.

Options: Franklin Institute, Philadelphia Zoo, Independence Hall, Philadelphia Museum of Art

Philadelphia Zoo

400

Name the 3 buildings in AZ that start with a W.

Wellington, Wellesley, Windsor

400

How many funds did Vanguard have when we commenced operations in 1975?

Options: 1, 11, 21, 31

11

Exeter, Explorer, Gemini, Federal Securities, Ivest, Morgan Growth, Trustees' Equity, Wellesley Income, Wellington, Westiminster Bond, Windsor.

500

- Was a 22-year Vanguard veteran before ascending to the role

- Popularized the wearing of Hawaiian Shirts on Partnership Day

- Previously held senior leadership positions in Retail and IIG

Bill McNabb

500

Vanguard has six Crew Resource Groups (CRGs) ‐ supportive communities internal to Vanguard that provide opportunities for networking, professional development, and more. Can you name them? (Acronyms will do)

WILS (Women's Initiative for Leadership Success); BOLD (Black Organization for Leadership and Dialogue); LEAP (Lifting and Empowering Asian Professionals); HOLA (Hispanic/Latinx Organization for Leadership and Advancement); OPEN (Out Professional Engagement Network); VetsConnect

500

What will the new building in Charlotte be named?

Horizon
500

In 2001 Vanguard brings cost competition to the ETF market with the launch of Vanguard Total Stock Market VIPERs. What does the acronym V‐I‐P‐E‐R stand for?

Vanguard Index Participation Equity Receipts

Fun Fact: The name was seen as a clever marketing play on SPDRs (VIPERs eat SPDRs).

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