WILLIAMS AND JENSEN, PLLC for THE VANGUARD GROUP, INC.
What was lobbied
3 issue areas, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JOSHUA DAVID FENDRICK | Staff Assistant, Legislative Correspondent, and Legislative Aide, Sen. Gary C. Peters; Economic Policy Adviser, Rep. Josh Gottheimer; Economic Policy Adviser, Sen. Gary C. Peters |
| CHRISTOPHER W HATCHER | — |
| MAHLET MAKONNEN | Department of Veterans Affairs, Attorney Advisor |
| JOEL OSWALD | — |
| CHRISTOPHER E. WILCOX | LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings |
Taxation/Internal Revenue Code TAX
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.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JOSHUA DAVID FENDRICK | Staff Assistant, Legislative Correspondent, and Legislative Aide, Sen. Gary C. Peters; Economic Policy Adviser, Rep. Josh Gottheimer; Economic Policy Adviser, Sen. Gary C. Peters |
| CHRISTOPHER W HATCHER | — |
| MELINDA M MAXFIELD | — |
| JOEL OSWALD | — |
| CHRISTOPHER E. WILCOX | LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings |
Retirement RET
Retirement and savings issues, generally. Monitor implementation of IRC sec. 530A.
| Lobbyist | Covered position, as disclosed |
|---|---|
| JOSHUA DAVID FENDRICK | Staff Assistant, Legislative Correspondent, and Legislative Aide, Sen. Gary C. Peters; Economic Policy Adviser, Rep. Josh Gottheimer; Economic Policy Adviser, Sen. Gary C. Peters |
| CHRISTOPHER W HATCHER | — |
| JOEL OSWALD | — |
| CHRISTOPHER E. WILCOX | LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings |
Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.