FINANCIAL_SERVICESAPPROVED

University of Vermont Board of Trustees Awards Financial Services Contract to Wells Fargo Advisors (May 2026)

Wells Fargo Advisors is authorized to manage UVM's intermediate-term laddered bond portfolio as part of the Board's approved managers.

Status
APPROVED
Document date
May 15, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Wells Fargo Advisors
Agency
University of Vermont Board of Trustees · VT

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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Approval continues as part of the board's routine reauthorization of investment managers.
Document type
Report
Source document
University of Vermont Board of Trustees Reports May 15, 2026

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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 Vermont Board of Trustees?

Wells Fargo Advisors was awarded this financial services contract by University of Vermont Board of Trustees, as recorded on May 15, 2026.

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 University of Vermont Board of Trustees Reports May 15, 2026 (Report), dated May 15, 2026 from University of Vermont Board of Trustees. 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 Vermont Board of Trustees currently buying?

Explore University of Vermont Board of Trustees's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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