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1st Quarter - Report · 2026

Filing UUID
ec62e90d-a28c-4e43-810c-de0cdff8c196
Type
Q1 — 1st Quarter - Report
Period
first_quarter
Year
2026
Posted
2026-04-20 14:53:54
Income (reported)
—
Expenses (reported)
$610,000
Expenses method
A
Filing document
Open on lda.senate.gov
Registrant (lobbying firm)

VANGUARD GROUP

Contact
CAROLYN DOWNS
Phone
+1 202-824-1280
Address
zip:19482, city:VALLEY FORGE, state:PA, street:P.O. BOX 2600
Client

VANGUARD GROUP

State
PA
Country
US
Government-entity client
false
Effective date
2004-08-24
Issues lobbied + lobbyists (3)

FIN — Financial Institutions/Investments/Securities

Issues related to ETF regulation Issues related to municipal bonds and the structure of the municipal securities market Issues related to equity market structure matters Issues related to fund disclosure and investor experience, including providing for electronic delivery of fund information, and the Improving Disclosure for Investors Act (H.R. 2441, S. 1877) Issues related to corporate governance, including proxy process, and the INDEX Act (S.1670) Issues related to fixed income funds Issues related to index funds and index fund regulation Issues related to access to investment opportunities Issues related to allowing collective investment trusts in 403(b) plans, including the Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424) Issues related to systemic risk regulation and non-bank financial intermediation including the FSOC Improvement Act (H.R.3682, S.3578) Issues related to the INVEST Act (H.R.3383)

Lobbyists:

Government entities lobbied: HOUSE OF REPRESENTATIVES; Natl Economic Council (NEC); Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of

RET — Retirement

Issues related to employee benefit plan administration, and investments in IRAs, including default investments and child savings accounts Issues related to allowing collective investment trusts in 403(b) plans, including the Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424) Issues related to access to investment opportunities Issues related to considerations for plan fiduciaries Issues related to automatic portability Issues related to corporate governance, including proxy process Issues related to the INVEST Act (H.R.3383)

Lobbyists:

Government entities lobbied: HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE

TAX — Taxation/Internal Revenue Code

General tax issues related to mutual funds and ETFs, including the GROWTH Act (H.R. 2089), and the One Big Beautiful Bill Act (H.R. 1) Issues related to municipal bonds and the structure of the municipal securities market Issues related to retirement savings tax incentives and Trump Accounts

Lobbyists:

Government entities lobbied: HOUSE OF REPRESENTATIVES; Natl Economic Council (NEC); SENATE; Treasury, Dept of

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