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The investment seeks to track the performance of the S&P 500 Index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the S&P 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Name | Title | Since | Until |
---|---|---|---|
Nick Birkett | Portfolio Manager | 2023 | Now |
Biography | Nicholas Birkett, CFA, Portfolio Manager at Vanguard. He worked in investment banking from 2005 to 2016, has been with Vanguard since 2017, and has co-managed the Fund since August 2023. Education: B.S., University of Bath. | ||
Michelle Louie | Portfolio Manager | 2017 | Now |
Biography | Michelle Louie, CFA, Portfolio Manager at Vanguard. She has been with Vanguard since 2010, has worked in investment management since 2011. Education: B.S., The American University; M.B.A., Georgia Institute of Technology. | ||
Donald M. Butler | Principal | 2000 | 2023 |
Biography | Donald M. Butler, CFA, Principal of Vanguard. He has been with Vanguard since 1992; has managed investment portfolios since 1997; and has co-managed the Tax-Managed Capital Appreciation Fund, Tax-Managed Small-Cap Fund, and the stock portion of the Tax-Managed Balanced Fund since 2016. Education: B.S.B.A., Shippensburg University. | ||
Scott E. Geiger | Portfolio Manager | 2016 | 2017 |
Biography | Scott E. Geiger, Portfolio Manager at Vanguard. He has been with Vanguard since 2006; has worked in investment management since 2008; has managed investment portfolios since 2013. Education: B.S., Millersville University. | ||
George U. Sauter | CIO (Chief Investment Officer) | 1990 | 2005 |
Biography | Sauter is chief investment officer and managing director of Vanguard, responsible for the oversight of Vanguard's Quantitative Equity and Fixed Income Groups. Since joining Vanguard in 1987, he has been a key contributor to the development of Vanguard's stock indexing and active quantitative equity investment strategies. |
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