FINANCIAL_SERVICESAPPROVED

University of VBOT|Budget, Finance and Investment Committee Awards Financial Services Contract to Wells Fargo Advisors (May 2026)

UVM Board authorized Wells Fargo Advisors to continue providing intermediate-term bond portfolio management to enhance institutional liquidity and returns.

Status
APPROVED
Document date
May 15, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Wells Fargo Advisors
Agency
University of VBOT|Budget, Finance and Investment Committee · VT

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Veritone logo
TerraCycle logo
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Derivita logo
Comcate logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
AgendaPacket
Source document
University of Vermont Board of Trustees Budget, Finance and Investment Committee Agenda Packet 2026-05-15

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by University of VBOT|Budget, Finance and Investment Committee?

Wells Fargo Advisors was awarded this financial services contract by University of VBOT|Budget, Finance and Investment Committee, as recorded on May 15, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in University of Vermont Board of Trustees Budget, Finance and Investment Committee Agenda Packet 2026-05-15 (AgendaPacket), dated May 15, 2026 from University of VBOT|Budget, Finance and Investment Committee. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wells Fargo Advisors hold?

Wells Fargo Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is University of VBOT|Budget, Finance and Investment Committee currently buying?

Explore University of VBOT|Budget, Finance and Investment Committee's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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