All lobbying filings

WILLIAMS AND JENSEN, PLLC

Lobbying for THE VANGUARD GROUP, INC. · Mutual Funds

Filing · LD-2 quarterly report Q3 report

Reporting period

3rd Quarter 2026

July 1 - Sep 30 · Posted Oct 19, 2026

Income

$60,000

What the client paid this registrant for the period.

Client based in

Pennsylvania

Official filing document

Lobbyists on this filing 3

CHRISTOPHER E. WILCOX

Previously held: LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings
MAHLET MAKONNEN

Previously held: Department of Veterans Affairs, Attorney Advisor
JOSHUA DAVID FENDRICK

Previously held: Staff Assistant, Legislative Correspondent, and Legislative Aide, Sen. Gary C. Peters; Economic Policy Adviser, Rep. Josh Gottheimer; Economic Policy Adviser, Sen. Gary C. Peters

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

Government bodies contacted 5

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when. Each name opens every filing that named the same body.

Lobbying activity 3

Financial Institutions/Investments/Securities

Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. 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; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.

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. Monitor implementation of IRC sec. 530A.

Retirement

Retirement and savings issues, generally. Monitor implementation of IRC sec. 530A.

Bills named in this filing 5

H.R. 1033
COLUMBIA 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
H.R. 3383
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
H.R. 3682
Financial Stability Oversight Council Improvement Act of 2025

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.