Vanguard, every mention
44 scenes (said by Ted Seides), the whole family · ← back to Vanguard
tap a year for its mentions
every year anyone Ted Seides 191Rodney Comegys 13Fran Kinniry 13Charlie Ellis 10Ryan Lovell 8Josh Brown 6Patrick O'Shaughnessy 5Scott Malpass 4Brett Barakett 4Ashvin Chhabra 3
Verbatim, from the transcripts: the passages where Vanguard comes up
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 1:19 Ted Seides My guest on today's show is Rodney Kamajiz, the Chief Investment Officer of Vanguard Capital Management and its Head of Global Equity Indexing, where he oversees eight and a half trillion dollars in index assets across domestic,… 3 times in the scene
- ▶ 7:12 Ted Seides Why don't we start with your background and path to joining Vanguard a quarter century ago?
- ▶ 10:32 Ted Seides When Andre introduced you to Vanguard, what was it that resonated for you? 18 times in the scene
- ▶ 26:46 Ted Seides What are some of the subtle ways that you've found that Vanguard's implementation is excellent that maybe some of your competitors or some other people wouldn't necessarily understand? 2 times in the scene
- ▶ 37:07 Ted Seides So in this period of time where the number of stocks keeps coming down, Vanguard's assets keep growing. 2 times in the scene
- ▶ 39:06 Ted Seides I'd love to ask you about the business of Vanguard, some of the decisions along the way. 6 times in the scene
- ▶ 45:56 Ted Seides What do you think Vanguard looks like five or 10 years from now? 3 times in the scene
Year in Review 2025 (EP.478)
- ▶ 14:38 Ted Seides I reached out to some friends at Vanguard, but Vanguard isn't just a public equity index fund manager. 2 times in the scene
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 35:05 Ted Seides Vanguard was the right solution.
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 49:03 Ted Seides I know when we first met, it was not too long after the beginning of your relationship with Vanguard. 5 times in the scene
Charley Ellis - Figuring Out Investing and Vanguard (Capital Allocators, EP.286)
- ▶ 4:20 Ted Seides At the tender age of 85, Charlie's published two books this year, Figuring It Out, an annotated compilation of some of his best investment writing over 50 years, and Inside Vanguard, a history of the index juggernaut. 2 times in the scene
- ▶ 7:22 Ted Seides So your work the last couple of years has focused on some of the best firms in different areas, certainly in investment management and the books you've written on Vanguard and Capital, Goldman Sachs, and then studying other top…
- ▶ 32:13 Ted Seides The last couple of times you came on the show talking a lot about indexing and we touched on Vanguard, but now we have your latest book inside Vanguard that just tells this wonderful story in much more detail than I think most people… 2 times in the scene
- ▶ 35:54 Ted Seides So if you think today about what Wellington became, multi-trillion dollar asset manager, what Vanguard became, it's hard to think back to that time when this split happened and Jack goes and starts this thing called Vanguard, this… 7 times in the scene
- ▶ 41:41 Ted Seides How did Vanguard come back to Wellington to have what's today a very symbiotic relationship? 6 times in the scene
- ▶ 45:56 Ted Seides What are some of the ways under Jack Brennan that Vanguard was able to run its organization so effectively such that it really became the dominant market player in this index fund business? 3 times in the scene
- ▶ 52:17 Ted Seides With that buying power at one basis point, which I'm guessing is something like nine hundred million dollars a year, I mean, certainly haven't heard of mega acquisitions that they've done over the years, so how have they chosen to spend… 10 times in the scene
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
- ▶ 51:40 Ted Seides So on the opportunity side, you recently brought in Vanguard. 6 times in the scene
Fran Kinniry – The Comfort of Paradox at Vanguard Group (Capital Allocators, EP.173)
- ▶ 4:06 Ted Seides My guest on today's show is Fran Connery, a twenty-three-year veteran at the Vanguard Group, where he's led the teams that spearhead Vanguard's research into new products. 7 times in the scene
- ▶ 5:37 Ted Seides Why don't we start with your entrance to Vanguard, twenty-something years ago. 14 times in the scene
- ▶ 8:08 Ted Seides Why don't you give an overview of what Vanguard is today? 6 times in the scene
- ▶ 9:59 Ted Seides Where did you start in your path over these 20 years at Vanguard? 6 times in the scene
- ▶ 12:45 Ted Seides So a lot of pieces that are so different than what the common perception of Vanguard might be.
- ▶ 19:26 Ted Seides And we connected really in and around this next step, this third step of your path at Vanguard. 6 times in the scene
- ▶ 25:46 Ted Seides One of the head scratchers when you look at the scale of Vanguard and the notion, as you said, that a lot of the top sponsors have capacity constraints is how do you think about rolling this out in such a way that down the road you could… 2 times in the scene
- ▶ 35:06 Ted Seides The other real question about this area has been the costs of doing business and fees, and when someone from the outside looks at Vanguard as synonymous with low fee, and private equity synonymous with high fee, and now you're working with… 8 times in the scene
- ▶ 50:22 Ted Seides You know, one of the things we hadn't touched on that's always been so powerful is Vanguard's cooperative model, Vanguard's business structure. 10 times in the scene
- ▶ 55:11 Ted Seides I'm kind of curious as you sit there at Vanguard, everyone outside of Vanguard is used to or unfortunately gotten accustomed to the scrutiny of active management, particularly in the public markets. 10 times in the scene
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)
- ▶ 31:17 Ted Seides So in that framework, if you think about a Vanguard or BlackRock or State Street, they are, by design, going to be very long-term owners, and yet some people say, well, they're passive owners, that's not really the kind of ownership you…
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
- ▶ 43:13 Ted Seides We've had this long period of time where, certainly in the public markets, Vanguard's growing like crazy, there's a big move to passive investing, and it's been hard to keep up, right? 2 times in the scene
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- ▶ 32:33 Ted Seides Wellington for a long time has managed active assets under the Vanguard brand. 2 times in the scene
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 16:19 Ted Seides Everybody knows him for Vanguard and the index funds, but I love the story you told in your book about what happened with him before he started Vanguard. 2 times in the scene
Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
- ▶ 11:22 Ted Seides And Wellington, I think maybe people don't know this, but has always managed a lot of Vanguard's active money. 2 times in the scene
Charley Ellis - Indexing and Its Alternatives (EP.62)
- ▶ 1:01:32 Ted Seides There's this question of Vanguard's going like crazy, BlackRock ETFs, in addition to the traditional index funds.
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
- ▶ 22:07 Ted Seides So we know in the index side, all, it's, it's a compression race to get to the lowest fee you can, and Vanguard obviously has a big presence in the NTF space as well.
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- ▶ 18:10 Ted Seides Do you have any feeling for what the tipping point was over the last, it's really three, four, five years where all of a sudden massive flows, you know, Vanguard's raising a billion dollars a day.
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- ▶ 38:36 Ted Seides Well, you're actually paying, you know, let's say Vanguard charges 15 basis points.
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- ▶ 5:02 Ted Seides Vanguard, and TIFF, and previously served on the Investment Advisory Committee for Major League Baseball.
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- ▶ 6:12 Ted Seides A quarter century after the first edition, Charlie became a director on Vanguard's board and served for eight years. 2 times in the scene
- ▶ 36:06 Ted Seides Those are Vanguard, Capital Group, and Yale University. 14 times in the scene
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 31:17 Ted Seides So we can go to the limit of that and say if hedge fund fees were zero or effectively the same as Vanguard's fees, would you invest in long short funds?
- ▶ 53:20 Ted Seides Vanguard gets more money for the S&P 500. 2 times in the scene
André Perold – Academic Practitioner (Capital Allocators, EP.02)
- ▶ 6:28 Ted Seides Among his directorships and trustee roles over the years, Andre is currently a board member at the Vanguard Group.
- ▶ 15:00 Ted Seides Projects to be active in the real world, as you said, and one of yours has been a long time association with Vanguard. 7 times in the scene