Vanguard Named No.1 for DIY Investor Satisfaction by J.D. Power
The firm was also named "Most Trusted" among DIY investors
VALLEY FORGE, Pa., March 20, 2025 /PRNewswire/ -- Vanguard today announced that it has earned the top ranking for do-it-yourself (DIY) Investor Satisfaction in the J.D. Power 2025 U.S. Investor Satisfaction Study. This is the fourth time Vanguard has received this prestigious recognition.1
"This acknowledgement from J.D. Power speaks to Vanguard's continued investment in our client experience and is grounded in our mission to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success," said Matt Benchener, Managing Director of Vanguard's Personal Investor business. "This award is humbling, and our work is far from over—we will continue to leverage our investors' feedback to deliver an easy, purpose-driven, and personalized client experience."
Along with securing the top placement for DIY Investor Satisfaction, Vanguard also ranked number one in three key categories: brand trust, products and service offerings meeting investors' needs, and value for fees paid.
In 2024, Vanguard continued to enhance its services for self-directed clients by:
- Launching a new trade path to foster healthy investing behaviors.
- Delivering more than 30 new releases of its mobile app, each with dozens of improvements driven by client feedback.
- Redesigning its digital support center by implementing enhanced navigation and personalization, refined content, and expanded chat capabilities.
- Implementing personalized digital nudges to encourage healthy investing behaviors.
- Expanding its savings solutions suite by broadly introducing Vanguard's Cash Plus Account, a cash management account with a competitive 3.65% APY, more than eight times the traditional bank savings account[2], that provides an integrated approach to how investors view and manage cash alongside their investments.
Study methodology
The 2025 U.S. Investor Satisfaction Study surveyed approximately 4,000 self-directed investors. The survey was fielded between January and December 2024, and measured satisfaction in seven key dimensions on a 1,000-point scale:
- Product and service offerings meet investor needs
- Resolving problems or complaints
- Ease in doing business with the firm
- Digital channels
- People
- Value for fees paid
- Level of trust with the firm
To learn more, visit: https://investor.vanguard.com/client-benefits.
About J.D. Power
J.D. Power is a global leader in consumer insights, advisory services, and data and analytics. A pioneer in the use of big data, artificial intelligence (AI) and algorithmic modeling capabilities to understand consumer behavior, J.D. Power has been delivering incisive industry intelligence on customer interactions with brands and products for more than 55 years. The world's leading businesses across major industries rely on J.D. Power to guide their customer-facing strategies.
J.D. Power has offices in North America, Europe, and Asia Pacific. To learn more about the company's business offerings, visit JDPower.com/business. The J.D. Power auto-shopping tool can be found at JDPower.com.
About Vanguard
Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe—directly, through workplace plans, and through financial intermediaries. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. For more information, visit vanguard.com.
1Vanguard previously secured this recognition in 2021, 2022, 2023, and 2024.
2The Cash Plus sweep program APY (annual percentage yield) is 3.65% effective January 6, 2025. The APY will vary and may change at any time. APY is current as of date of publication. Current APY is available at vanguard.com. Source for average bank savings yield of .41%: FDIC National Rate Caps as of February 18, 2025. There may be other material differences between these products that must be considered prior to investing.
All investing is subject to risk, including the possible loss of the money you invest.
Investments in bonds are subject to interest rate, credit, and inflation risk.
The Vanguard Cash Plus account is a brokerage account offered by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Under the Sweep Program, Eligible Balances swept to Program Banks are not securities: They are not covered by SIPC but are eligible for FDIC insurance, subject to applicable limits. Money market funds held in the account are not guaranteed or insured by the FDIC but are securities eligible for SIPC coverage. See the Vanguard Bank Sweep Products Terms of Use and Program Bank list on vanguard.com for more information.
For more information about Vanguard funds, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
Vanguard Marketing Corporation, Distributor of the Vanguard Funds.
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SOURCE Vanguard