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John Bogle
Vanguard
100

This award recognizing exceptional crew was presented at early Partnership picnics.

A. Award for Excellence

B. Spot Award

C. Pacesetter Award

D. Service Award

Award for Excellence

100

Which of the following was Vanguard first to pioneer?

A. ETFs

B. Index Funds

C. TRFs

Index Funds

100

Vanguard’s first truly global, live Partnership broadcast took place in which year?

A. 1996

B. 2004

C. 2012

D. 2019

2019

100

How many children did Mr. Bogle have?

A. One

B. Two

C. Four

D. Six

Six

100

Vanguard became a self-clearing broker-dealer in

A. 2002

B. 2005

C. 2009

D. 2012

2009

200

The partnership plan – not the picnic – was introduced in this year as a tangible “thank you” to crew

A. 1976

B. 1984

C. 1988

D. 1992

1984

200

In 1977 Vanguard made the decision to go this…

A. “No-load”

B. Fully mutual

C. Publicly traded

“No-load”

200

Bill McNabb delivered the Partnership live earnings announcement from this Vanguard site in 2017 as part of the site’s 20th anniversary celebration.

A. Melbourne

B. Scottsdale

C. Charlotte

D. Amsterdam

Charlotte

200

Where was John Bogle born?

A. Montclair, New Jersey

B. Malvern, Pennsylvania

C. Wyckoff, New Jersey

D. Philadelphia, Pennsylvania

Montclair, New Jersey

200

When was Vanguard founded?

A. February 26, 1975

B. May 1, 1975

C. October 3, 1975

D. December 10, 1975

May 1, 1975

300

The first Vanguard holiday ornament was issued in what year?

A. 1975

B. 1980

C. 1985

D. 1988

1985

300

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

A. 1975

B. 1976

C. 1977

D. 1978

1976

300

The Partnership celebration takes a new form as the traditional after-work picnic is replaced with an all-day celebration in this year.

A. 2000

B. 2004

C. 2006

D. 2008

2004

300

What is John Bogle’s middle name?

A. Clark

B. Clifton

C. Charles

D. Connor

Clifton

300

Of the following, which is NOT one of Vanguard’s European office locations?

A. Amsterdam

B. London

C. Paris

D. Berlin

Berlin

400

How much of his salary did Mr. Bogle give to charities, some including Blair Academy and Princeton?

A. 25%

B. 10%

C. 50%

D. 5%

50%

400

Vanguard celebrates its 45th anniversary in 2020, however we trace our roots back to the inception of which fund?

A. Wellington Fund

B. Vanguard 500 index

C. Windsor Fund

D. Explorer Fund

Wellington Fund

400

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

A. Independence Hall

B. Philadelphia Museum of Art

C. Franklin Institute

D. Philadelphia Zoo

Philadelphia Zoo

400

What is not one of Mr. Bogle’s eight basic rules for investors?

A. Consider carefully the added costs of advice

B. Buy your fund portfolio – and hold it

C. Own a variety of funds (correct rule: Don’t own too many funds)

D. Use past performance to determine consistency and risk

Own a variety of funds (correct rule: Don’t own too many funds)

400

What prompted the news media to coin the term “the Vanguard effect”?

A. Research shows investors are now more apt to stay the course when markets get choppy

B. When Vanguard entered new overseas markets, competitors lowered their feeds in anticipation of the cost competition

C. A large number of new financial firms are using nautical branding

D. None of these

When Vanguard entered new overseas markets, competitors lowered their feeds in anticipation of the cost competition

500

Partnership 1998 marked the first year an Award for Excellence was presented to someone who never worked at Vanguard: this founder of Wellington Management Company.

A. Walter Morgan

B. John Neff

C. Charles Freeman

D. Warren Buffett

Walter Morgan

500

June 17 happens to mark the 36th anniversary of this fund’s debut. The fund had investment objectives and policies similar to an existing fund that had been launched in 1967.

A. Windsor II

B. Explorer II

C. Federal Money Market

D. Primecap

Explorer II

500

The first Partnership picnic – an after work event – was held in what year?

A. 1976

B. 1984

C. 1986

D. 1995

1986

500

Due to the Great Depression, Bogle’s family had to sell their house and John at ten years old had to begin working. What was one of his first jobs?

A. Caddy for Golfers

B. Delivering Newspapers

C. Babysitter

D. Mowing Lawns

Delivering Newspapers

500

Vanguard Discount Brokerage Services was created in April of this year with just four crew.

A. 1983

B. 1985

C. 1990

D. 1995

1983