CONTRACTTERMINATED

Vanguard Terminates OPEB Investment Advisory Contract

Document date: Jan 1, 2024
Term: Through December 2023

What it covers

Vanguard Institutional Advisory Services ceased providing investment management services to New Castle County OPEB Trust Fund in December 2023 after acquisition by Mercer Investments. The board initiated processes to secure a replacement.

Who holds it

Vanguard Institutional Advisory Services holds this financial services contract with New Castle County. Its other public contracts on record include work for Portsmouth Water And Fire District and Town of Willistown.

What happens next

Term as filed: Through December 2023.

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Contract details

Contract type: Financial Services
Document date: January 1, 2024
Term: Through December 2023
Vendor: Vanguard Institutional Advisory Services
Agency: New Castle County
Source document: New Castle County OPEB Fund Annual Report CY 2024 (Report)

Vanguard Institutional Advisory Services's other public contracts

Portsmouth Water And Fire District, Rhode IslandVIAS Exiting OPEB Investment Advisory Role for District · Feb 20, 2024Undisclosed Town of Willistown, Pennsylvaniawillistown-township-agenda-2024-02-01-pdf_fa3.pdf · Feb 1, 2024Undisclosed Town of Willistown, Pennsylvaniawillistown-township-agenda-2024-02-01-pdf_fa3.pdf · Feb 1, 2024Undisclosed Town of Willistown, Pennsylvaniawillistown-township-agenda-2024-01-17-pdf_1b0.pdf · Jan 17, 2024Undisclosed New Castle County, DelawareVanguard Manages OPEB Trust Portfolio for $72K Fee in 2023 · Dec 31, 2023 All Vanguard Institutional Advisory Services contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by New Castle County?

Vanguard Institutional Advisory Services was awarded this financial services contract by New Castle County, as recorded on January 1, 2024.

What type of contract is this?

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

Where was this contract approved?

This contract appears in New Castle County OPEB Fund Annual Report CY 2024 (Report), dated January 1, 2024 from New Castle County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Vanguard Institutional Advisory Services hold?

Vanguard Institutional Advisory Services 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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