All lobbying filings

WILLIAMS AND JENSEN, PLLC

Lobbying for THE VANGUARD GROUP, INC. · Mutual Funds

Filing 4th Quarter - Report

4th Quarter (Oct 1 - Dec 31) 2025 · Pennsylvania · House · Senate · $60,000.00 income · posted Jan 20, 2026

Official filing document

Bills named in this filing 3

HR 1033
COLUMBIA Act of 2025
S 424
Retirement Fairness for Charities and Educational Institutions Act of 2025
HR 2441
Improving Disclosure for Investors Act of 2025

Lobbying activity 3

Taxation/Internal Revenue Code

General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; potential negative impacts on markets and customers of proposed withholding tax on dividend payments.

Retirement

Retirement and savings issues, generally.

Financial Institutions/Investments/Securities

Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.

Source: federal Lobbying Disclosure Act filing. Bills are parsed from the activity descriptions.