What year was VG founded?
1975 - 2025 marks our 50th anniversary!
What is the amount of money we have in the Level Card? Is it use it or lose it?
$1500; yes
What is Gary's Alma Mater?
Villanofun ...whoops
What is the tiered cost model for WM?
$1 - $5M 30 bps
$5M - $10M 20 bps
$10M - $25M 10 bps
$25M+ 5 bps
Name does CRG stand for?
Crew Resource Group
How many offices total office does VG have globally?
21
How much will VG give for the purchase of a Electric vehicle?
$2000
Who is the best team under Mike Smith?
Gary's team...obviously
What are the asset qualifications levels for DA, DAP, PAS, WM?
DA - 3K
DAP - 50K
PAS - 500K
WM - 5M
Name any CRG
BOLD, HOLA, LEAP, OPEN, WILS, VETS connect
What is our most recent AUM?
$7.6T as of 10/31/2023
How many paid Holidays does VG give off each calendar year in US? Bonus if you can name them*
10 -
What sport did Gary play in college?
football
What are the 4 steps of the PSS model?
Open, Discover, Satisfy, Close
How many CRGs are there?
6
What was John Bogle's Net worth at his passing?
$80M in 2019
How much does VG give for the Award for Excellence?
The monetary amount for the award is $20,000 (pre-tax), and a $2,000 contribution to a charity of the winner’s choice.
What is Gary's favorite NFL team?
SF 49ers
Who is the head of sales and Onboarding?
Kate Byrne
What sports are offered under VG's Rec Leagues in 2023?
soccer, volleyball, bowling
Name all CEOs of VG past to present
How much will VG give per calendar year for academic assistance?
$9000
What is Gary's Dream Car?
Audi R8
Name the 4 core fund used in advice
Total stock, total international stock, total bond, total international bond
What is the name of VG's program designed to teach financial literacy for children in the classroom or at home with their parents?
my classroom economy, my home economy