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VIAS Exiting OPEB Investment Advisory Role for District

Portsmouth Water And Fire District
Document date
Feb 20, 2024
Term
Until April 1, 2024 (transitioning)

The 30-second brief

What it covers

Vanguard Institutional Advisory Services currently advises the District's OPEB Funding Program but will discontinue by April 1, 2024 following acquisition by Mercer.

Who holds it

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

What happens next

Term as filed: Until April 1, 2024 (transitioning).

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Contract details

Contract type
Financial Services
Document date
February 20, 2024
Term
Until April 1, 2024 (transitioning)
Vendor
Vanguard Institutional Advisory Services
Agency
Portsmouth Water And Fire District
Source document
Portsmouth Water and Fire District Administrative Board Meeting Minutes February 2024 (Minutes)

Vanguard Institutional Advisory Services's other public contracts

Town 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, 2024UndisclosedNew Castle County, DelawareVanguard Manages OPEB Trust Portfolio for $72K Fee in 2023 · Dec 31, 2023All Vanguard Institutional Advisory Services contractsVendor profile

More Portsmouth Water And Fire District contracts

RIDOTPWFD Billing to RIDOT for Main Damage · Apr 29, 2026UndisclosedWells FargoBoard Approves Investment with Wells Fargo · Apr 29, 2026UndisclosedRIIBBoard Approves RIIB Loan Payment Authorization · Feb 17, 2026$32.8KTiger Tree & Landscaping2026 Water System Construction Contract Awarded · Feb 17, 2026UndisclosedBorden Farm Estates LLCBoard Approves Water Main Extension for Borden Farm Estates · Dec 16, 2025UndisclosedAll Portsmouth Water And Fire District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Portsmouth Water And Fire District?

Vanguard Institutional Advisory Services was awarded this financial services contract by Portsmouth Water And Fire District, as recorded on February 20, 2024.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Portsmouth Water and Fire District Administrative Board Meeting Minutes February 2024 (Minutes), dated February 20, 2024 from Portsmouth Water And Fire District. 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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What is Portsmouth Water And Fire District currently buying?

Explore Portsmouth Water And Fire District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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