Grace Ellen Kellerman
Financial advisor at Vanguard Advisers Inc · Charlotte, NC
Last updated 2026-10-10
Claim your profileGrace Ellen Kellerman is a financial advisor at Vanguard Advisers Inc in Charlotte, NC, CRD 7724231. Licenses and exams on the registration: Series 66. IAPD registration began 2024-09-10.
Registration
- CRD number
- 7724231
- Registration status
- Active
- IAPD registration
- 2024-09-10
- Industry Experience
- 2 years
- Work Experience
- 11 years
- States registered
- NC, PA, TX
Licenses and exams
- Series 66
Work history
- 2024-06 to Present · The Vanguard Group, Inc. · Charlotte, NC
- 2022-08 to 2024-04 · Clemson University Academic Success Center · Clemson, SC
- 2021-09 to 2022-05 · Grace Coffee Company · Clemson, SC
- 2021-02 to 2021-08 · Paper Source · Highland Park, IL
- 2023-05 to 2023-08 · The Vanguard Group · Charlotte, NC
- 2017-08 to 2021-06 · Lake Forest High School · Lake Forest, IL
- 2015-01 to 2017-06 · Lake Bluff Middle School · Lake Bluff, IL
- 2021-08 to 2022-05 · Clemson University · Clemson, SC
- 2022-05 to 2022-08 · College of Dupage · Cincinnati, OH
- 2022-08 to 2023-05 · Clemson University · Clemson, SC
- 2023-08 to 2024-05 · Clemson University · Clemson, SC
- 2025-06 to 2026-08 · Stride Spin & Fitness · Phoenixville, PA
- 2024-06 to Present · Vanguard Marketing Corporation · Charlotte, NC
- 2024-09 to Present · Vanguard Advisers, Inc. · Charlotte, NC
Current employment
- Vanguard Advisers, Inc. · Malvern, PA
Vanguard Advisers Inc
- Regulatory AUM
- $344,619,578,214
- Registered advisors
- 2,469
- Offices
- 80
- Clients per advisor
- 320.6 (Very high)
- Average AUM per client
- $435.4K (Low)
- High-net-worth client ratio
- 10.1% (Low)
Vanguard Advisers Inc: advisors, services and reported ETF investments
About
Grace Ellen Kellerman is a financial advisor at Vanguard Advisers, Inc. in Charlotte, NC. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 11 years of reported work history.
Vanguard Advisers Inc's firm-level Form ADV reports 2,469 advisors across 80 offices; approximately 320.6 clients per advisor, average assets per client of $435,385, and regulatory AUM of $344.6B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, and Other investment advisers; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $29.2B across 527 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Grace Ellen Kellerman personally.
Reported ETF positions
Vanguard Advisers reports 527 ETF positions worth $29.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $10.9B |
| VXUS — Vanguard Total International Stock ETF | $7.7B |
| BND — Vanguard Total Bond Market ETF | $4.6B |
| BNDX — Vanguard Total International Bond ETF | $2.8B |
| ESGV — Vanguard ESG U.S. Stock ETF | $508.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Vanguard Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $102.3K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $164.7K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $1.2M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | FNDE — Schwab Fundamental Emerging Markets Equity ETF | $220.5K | Top 92.4% | Replicability (R²) 81.7% · Residual Sharpe 0.12 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Vanguard Advisers Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Municipal Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
1030 Admiral Nelson Ct, Charlotte, NC 28262
682 advisors at this office.
Contact
The firm's filed contact details.
Official record
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