Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Vanguard VIF Equity Income
Release date as of 2024-10-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-04-26  
Maximum Fees
Administrative ---
Management 0.28%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.28%
Expense Ratio 0.29%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.29%
Waiver Data
Type Date %
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  Management
Inception Date: 1993-06-07
Mngr Name Sharon Hill
Mngr Start Date 2021-02-26
Biography
Hill, Senior Vice President, is head of equity quantitative research and analytics. Dr. Sharon Hill heads the firm’s equity quantitative research team in the Americas and is a member of the firm’s asset allocation committee, which is responsible for building and managing multi-asset class portfolios. Dr. Hill joined Macquarie Investment Management (MIM), which includes the former Delaware Investments, in 2000 as a senior programmer/analyst within the IT department, and then moved to the equity group as a quantitative analyst in 2002 before assuming her current position in 2004. Before joining the firm, she worked as a professor of mathematics at Rowan University and as a software developer for Bloomberg, where she focused on fixed income applications. Dr. Hill holds a bachelor’s degree, with honors, in mathematics from the City University of New York at Brooklyn College, as well as a master’s degree and Ph.D. in mathematics from the University of Connecticut. Her academic publications include work on water waves, complex spring systems, and global investments. She is a member of the Society of Quantitative Analysts and she is on the program committee of the Journal of Investment Management.
Mngr Name Matthew C Hand
Mngr Start Date 2021-10-05
Biography
As a portfolio manager on the Value Team, Matt manages equity assets on behalf of clients, drawing on research from Wellington’s investment platform. He also conducts fundamental analysis for the team, focusing on the consumer, and real estate industries. He is based out of Wellington’s Radnor, Pennsylvania, office. Matt joined Wellington Management in 2004 after he earned his BA in economics from the University of Pennsylvania (2004). Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia and the CFA Institute.
Investment Advisor(s)
Vanguard Group Inc
Wellington Management Company LLP
Web Site
www.vanguard.com
Issuer
Vanguard
Subadvisor(s)
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