Town of Palm Beach Awards Financial Services Contract to VANGUARD (August 2026)
- Approved
- Aug 19, 2026
- Term
- Quarterly transfers as needed
The 30-second brief
The Retirement Board approved an ongoing arrangement allowing the custodian to liquidate Vanguard fund shares quarterly and reallocate proceeds to a Goldman Sachs fund as needed to meet disbursement requirements. This action formalizes operational flexibility in managing the plan’s liquid investments.
VANGUARD holds this financial services contract with Town of Palm Beach. Its other public contracts on record include work for Oswego County and Franklin County.
Term as filed: Quarterly transfers as needed.
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Contract details
- Contract type
- Financial Services
- Document date
- August 19, 2026
- Term
- Quarterly transfers as needed
- Vendor
- VANGUARD
- Agency
- Town of Palm Beach
- Source document
- Town of Palm Beach Retirement Board of Trustees Meeting Agenda Packet 2026-08-21 (AgendaPacket)
VANGUARD's other public contracts
More Town of Palm Beach contracts
Questions about this contract
Who was awarded the financial services contract by Town of Palm Beach?
VANGUARD was awarded this financial services contract by Town of Palm Beach, as recorded on August 19, 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 Town of Palm Beach Retirement Board of Trustees Meeting Agenda Packet 2026-08-21 (AgendaPacket), dated August 19, 2026 from Town of Palm Beach. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does VANGUARD hold?
VANGUARD 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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