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Vanguard Manages OPEB Trust Portfolio for $72K Fee in 2023

New Castle County logoNew Castle County
Disclosed value
$72,355 (investment management fee for CY2023)
From report
Document date
Dec 31, 2023
Term
Annual (CY 2023)

The 30-second brief

What it covers

New Castle County's OPEB Trust maintained its investment management agreement with Vanguard Institutional Advisory Services throughout calendar year 2023, with fees totaling $72,355 based on $69.1 million in assets.

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: Annual (CY 2023).

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Contract details

Contract type
Financial Services
Amount
$72,355 (investment management fee for CY2023)
Document date
December 31, 2023
Term
Annual (CY 2023)
Vendor
Vanguard Institutional Advisory Services
Agency
New Castle County
Source document
New Castle County Other Post-Employment Benefits Fund Annual Report CY 2023 (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, 2024UndisclosedTown of Willistown, Pennsylvaniawillistown-township-agenda-2024-02-01-pdf_fa3.pdf · Feb 1, 2024UndisclosedTown of Willistown, Pennsylvaniawillistown-township-agenda-2024-02-01-pdf_fa3.pdf · Feb 1, 2024UndisclosedTown of Willistown, Pennsylvaniawillistown-township-agenda-2024-01-17-pdf_1b0.pdf · Jan 17, 2024UndisclosedNew Castle County, DelawareVanguard Terminates OPEB Investment Advisory Contract · Jan 1, 2024UndisclosedAll 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 December 31, 2023. The contract value is $72,355 (investment management fee for CY2023).

How much is the Vanguard Institutional Advisory Services contract with New Castle County worth?

The Vanguard Institutional Advisory Services contract with New Castle County is valued at $72,355 (investment management fee for CY2023), covering financial services work.

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 Other Post-Employment Benefits Fund Annual Report CY 2023 (Report), dated December 31, 2023 from New Castle County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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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.

What is New Castle County currently buying?

Explore New Castle County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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