Patents Assigned to The Vanguard Group, Inc.
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Publication number: 20240303166Abstract: A method and system for efficient data recovery via change block tracking and replication comprising storing data using secured and immutable storage snapshots from a plurality of first devices on a plurality of storage arrays via a first network path and a second network path, determining a condition of data loss, power loss, or a cyber compromise event, and based on determining the condition, instantiating recovery of data using the secured and immutable storage snapshots from the plurality storage arrays via a third network path.Type: ApplicationFiled: March 9, 2023Publication date: September 12, 2024Applicant: The Vanguard Group, Inc.Inventors: Nathan G. Welshans, Timothy James Emrick, Ryan Michael Spatz, John Edward Beck, JR.
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Publication number: 20240296446Abstract: A system, method and computer-readable storage medium that add at least one transaction block to a chained sequence of one or more blocks, including receiving a request message having data of an electronic transaction, broadcasting, to nodes in a blockchain network, a consensus request message for generating at least one transaction block including creating a block header that contains a hash pointer to a previous block, and concurrently with updating transaction block data, comparing and performing an action based on the comparing, performing periodic valuation and transmission of an item having a value that is tied to the transaction data, including establishing transmission links with the external entities, determining a value of the item, and establishing movement of the item between the external entities based on the determined value of the item and predetermined thresholds.Type: ApplicationFiled: November 6, 2023Publication date: September 5, 2024Applicant: THE VANGUARD GROUP, INC.Inventors: Warren PENNINGTON, John EVANS, Ryan LOVELL
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Patent number: 11869012Abstract: The various embodiments described herein relate to systems, methods, and devices associated with distributed ledger systems (e.g., distributed ledger technology implemented on a decentralized network) that can be used to handle and manage the distribution and access of data in a manner that preserves the benefits of distributed ledger technology while enabling the private sharing of data. More specifically, the distributed ledger systems contemplated herein involve distributed ledger technology (DLT)-based data management platforms that can be implemented on nodes of a data management network.Type: GrantFiled: July 29, 2022Date of Patent: January 9, 2024Assignees: LM FUNDING AMERICA, INC, The Vanguard Group, Inc.Inventors: Warren B. Pennington, John C. Evans, Mark Smith, Anush Vijayaraghavan, Ron Papanek
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Patent number: 11847647Abstract: A system, method and computer-readable storage medium that add at least one transaction block to a chained sequence of one or more blocks, including receiving a request message having data of an electronic transaction, broadcasting, to nodes in a blockchain network, a consensus request message for generating at least one transaction block including creating a block header that contains a hash pointer to a previous block, and concurrently with updating transaction block data, comparing and performing an action based on the comparing, performing periodic valuation and transmission of an item having a value that is tied to the transaction data, including establishing transmission links with the external entities, determining a value of the item, and establishing movement of the item between the external entities based on the determined value of the item and predetermined thresholds.Type: GrantFiled: March 21, 2022Date of Patent: December 19, 2023Assignee: THE VANGUARD GROUP, INC.Inventors: Warren Pennington, John Evans, Ryan Lovell
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Patent number: 11818218Abstract: A system, method, and computer readable-storage medium establishing a communication path between a mobile device and a non-mobile device. The method includes controlling display of a webpage for display on the non-mobile device, receiving data input via the webpage, the data including a mobile number associated with the mobile device, transmitting a message using the mobile number received from the non-mobile device, the message including a hyperlink that includes a uniform resource locator (URL), in response to performing a function at the mobile device, receiving a response associated with the function performed, coordinating communication between the mobile device and the non-mobile device to transmit the response through a communication path to the non-mobile device, and controlling display of the response received from the mobile device in the webpage of the non-mobile device.Type: GrantFiled: February 12, 2018Date of Patent: November 14, 2023Assignee: THE VANGUARD GROUP, INC.Inventors: John C. Ferrara, Scott Lind
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Patent number: 11436607Abstract: The various embodiments described herein relate to systems, methods, and devices associated with distributed ledger systems (e.g., distributed ledger technology implemented on a decentralized network) that can be used to handle and manage the distribution and access of data in a manner that preserves the benefits of distributed ledger technology while enabling the private sharing of data. More specifically, the distributed ledger systems contemplated herein involve distributed ledger technology (DLT)-based data management platforms that can be implemented on nodes of a data management network.Type: GrantFiled: September 22, 2020Date of Patent: September 6, 2022Assignees: SYMBIONT.IO, INC., The Vanguard Group, Inc.Inventors: Warren B. Pennington, John C. Evans, Mark Smith, Anush Vijayaraghavan, Ron Papanek
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Publication number: 20220215385Abstract: A system, method and computer-readable storage medium that add at least one transaction block to a chained sequence of one or more blocks, including receiving a request message having data of an electronic transaction, broadcasting, to nodes in a blockchain network, a consensus request message for generating at least one transaction block including creating a block header that contains a hash pointer to a previous block, and concurrently with updating transaction block data, comparing and performing an action based on the comparing, performing periodic valuation and transmission of an item having a value that is tied to the transaction data, including establishing transmission links with the external entities, determining a value of the item, and establishing movement of the item between the external entities based on the determined value of the item and predetermined thresholds.Type: ApplicationFiled: March 21, 2022Publication date: July 7, 2022Applicant: THE VANGUARD GROUP, INC.Inventors: Warren PENNINGTON, John EVANS, Ryan LOVELL
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Patent number: 11308488Abstract: A system, method and computer-readable storage medium that add at least one transaction block to a chained sequence of one or more blocks, including receiving a request message having data of an electronic transaction, broadcasting, to nodes in a blockchain network, a consensus request message for generating at least one transaction block including creating a block header that contains a hash pointer to a previous block, and concurrently with updating transaction block data, comparing and performing an action based on the comparing, performing periodic valuation and transmission of an item having a value that is tied to the transaction data, including establishing transmission links with the external entities, determining a value of the item, and establishing movement of the item between the external entities based on the determined value of the item and predetermined thresholds.Type: GrantFiled: June 12, 2019Date of Patent: April 19, 2022Assignee: THE VANGUARD GROUP, INC.Inventors: Warren Pennington, John Evans, Ryan Lovell
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Patent number: 10825024Abstract: The various embodiments described herein relate to systems, methods, and devices associated with distributed ledger systems (e.g., distributed ledger technology implemented on a decentralized network) that can be used to handle and manage the distribution and access of data in a manner that preserves the benefits of distributed ledger technology while enabling the private sharing of data. More specifically, the distributed ledger systems contemplated herein involve distributed ledger technology (DLT)-based data management platforms that can be implemented on nodes of a data management network.Type: GrantFiled: April 10, 2020Date of Patent: November 3, 2020Assignees: SYMBIONT.IO, INC., The Vanguard Group, Inc.Inventors: Warren B. Pennington, John C. Evans, Mark Smith, Anush Vijayaraghavan, Ron Papanek
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Patent number: 10565654Abstract: A method of administering an investment fund using a computer. The method includes the steps of creating shares for sale, providing a managed distribution schedule identifying a number of payments to be provided during each of consecutive periods, providing an investment strategy for investing in assets to provide funds sufficient to meet the managed distribution schedule, issuing a share to an investor in exchange for funds received from the investor, investing the received funds according to the investment strategy, calculating the value of each of the payments to be provided according to the managed distribution schedule in a period to the investor, and providing each of the payments to the investor during the period. Multiple embodiments relate to methods for calculation and sourcing of each payment.Type: GrantFiled: March 13, 2017Date of Patent: February 18, 2020Assignee: The Vanguard Group, Inc.Inventors: John Ameriks, John Buhl, Edward Delk, Kathryn Hyatt, Ranga Narayanan, Shawn Travis, Daniel Wallick
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Publication number: 20190377724Abstract: A system, method and computer-readable storage medium that add at least one transaction block to a chained sequence of one or more blocks, including receiving a request message having data of an electronic transaction, broadcasting, to nodes in a blockchain network, a consensus request message for generating at least one transaction block including creating a block header that contains a hash pointer to a previous block, and concurrently with updating transaction block data, comparing and performing an action based on the comparing, performing periodic valuation and transmission of an item having a value that is tied to the transaction data, including establishing transmission links with the external entities, determining a value of the item, and establishing movement of the item between the external entities based on the determined value of the item and predetermined thresholds.Type: ApplicationFiled: June 12, 2019Publication date: December 12, 2019Applicant: THE VANGUARD GROUP, INC.Inventors: Warren PENNINGTON, John EVANS, Ryan LOVELL
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Publication number: 20190253499Abstract: A system, method, and computer readable-storage medium establishing a communication path between a mobile device and a non-mobile device. The method includes controlling display of a webpage for display on the non-mobile device, receiving data input via the webpage, the data including a mobile number associated with the mobile device, transmitting a message using the mobile number received from the non-mobile device, the message including a hyperlink that includes a uniform resource locator (URL), in response to performing a function at the mobile device, receiving a response associated with the function performed, coordinating communication between the mobile device and the non-mobile device to transmit the response through a communication path to the non-mobile device, and controlling display of the response received from the mobile device in the webpage of the non-mobile device.Type: ApplicationFiled: February 12, 2018Publication date: August 15, 2019Applicant: THE VANGUARD GROUP, INC.Inventors: John C. FERRARA, Scott Lind
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Patent number: 10043216Abstract: Data visualization processes are provided for expressing diversification of an investment based on each underlying holding weight in the investment relative to each holding's market capitalization weight in the investment and each holding's market capitalization weight in the broad market or by its absolute holding percentage. Visualizations can be depicted in both 2-D and 3-D formats, with area fill, volume fill, color, and/or opacity depicting percentage of coverage. Visualization can show diversification down to the individual holding level and in aggregate levels, such as mega-cap, mid-cap and small-cap.Type: GrantFiled: March 19, 2014Date of Patent: August 7, 2018Assignee: The Vanguard Group, Inc.Inventors: Michael R. Padilla, John E. Buhl
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Patent number: 9633395Abstract: A method of administering an investment fund using a computer. The method includes the steps of creating shares for sale, providing a managed distribution schedule identifying a number of payments to be provided during each of consecutive periods, providing an investment strategy for investing in assets to provide funds sufficient to meet the managed distribution schedule, issuing a share to an investor in exchange for funds received from the investor, investing the received funds according to the investment strategy, calculating the value of each of the payments to be provided according to the managed distribution schedule in a period to the investor, and providing each of the payments to the investor during the period. Multiple embodiments relate to methods for calculation and sourcing of each payment.Type: GrantFiled: September 19, 2013Date of Patent: April 25, 2017Assignee: THE VANGUARD GROUP, INC.Inventors: John Ameriks, John Buhl, Edward Delk, Kathryn Hyatt, Ranga Narayanan, Shawn Travis, Daniel Wallick
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Publication number: 20150269679Abstract: Data visualization processes are provided for expressing diversification of an investment based on each underlying holding weight in the investment relative to each holding's market capitalization weight in the investment and each holding's market capitalization weight in the broad market or by its absolute holding percentage. Visualizations can be depicted in both 2-D and 3-D formats, with area fill, volume fill, color, and/or opacity depicting percentage of coverage. Visualization can show diversification down to the individual holding level and in aggregate levels, such as mega-cap, mid-cap and small-cap.Type: ApplicationFiled: March 19, 2014Publication date: September 24, 2015Applicant: THE VANGUARD GROUP, INC.Inventors: Michael R. PADILLA, John E. BUHL
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Patent number: 8849914Abstract: A system and method for enabling co-browsing between two or more users accessing a website in separate sessions. Each of the users operates a web browser instance to browse the website. The website comprises one or more web pages, at least a portion of which includes embedded software code or script. A collaboration manager, established after the users consent to co-browsing, associates the sessions of the users. As the users navigate to new web addresses in the website or enter data into their browser instances, the software code or script embedded within the web pages rendered in the browser instances causes each user's browser to communicate changes in the web addresses or data to the collaboration manager. The collaboration manager receives the communicated changes and provides them to other co-browsing users. Synchronization of cursors, scroll-bar positions and other browser events is also supported.Type: GrantFiled: December 20, 2007Date of Patent: September 30, 2014Assignee: The Vanguard Group, Inc.Inventors: Louis Peter Bove, Joseph F. Ceklosky, Jr., Glenn Jackson Hubler
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Patent number: 8838983Abstract: An article of manufacture comprises a printed document associated with a source entity. The printed document is readable by a software application of an electronic device. The printed document includes a plain text content portion and a two-dimensional code (2-D code) that includes data encoded therein which is readable by the software application of the electronic device. The encoded data includes a resource locator to an intent. The resource locator to an intent includes a protocol identifier designating a secure 2-D code which is detectable by the software application of the electronic device for electronic replacement by the software application with a protocol identifier used to access a secure server of the source entity located at a host portion of the resource locator. The protocol identifier is a protocol identifier associated with URL specifications.Type: GrantFiled: March 14, 2014Date of Patent: September 16, 2014Assignee: The Vanguard Group, Inc.Inventor: Rajeev Sharma
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Publication number: 20140201823Abstract: An article of manufacture comprises a printed document associated with a source entity. The printed document is readable by a software application of an electronic device. The printed document includes a plain text content portion and a two-dimensional code (2-D code) that includes data encoded therein which is readable by the software application of the electronic device. The encoded data includes a resource locator to an intent. The resource locator to an intent includes a protocol identifier designating a secure 2-D code which is detectable by the software application of the electronic device for electronic replacement by the software application with a protocol identifier used to access a secure server of the source entity located at a host portion of the resource locator. The protocol identifier is a protocol identifier associated with URL specifications.Type: ApplicationFiled: March 14, 2014Publication date: July 17, 2014Applicant: THE VANGUARD GROUP, INC.Inventor: Rajeev SHARMA
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Publication number: 20140195404Abstract: A method is provided for administering a single investment company that issues one or more classes of shares that are bought from and redeemed with the single investment company at a net asset value and issues one or more classes of shares that are listed for trading on a securities exchange and that are bought and sold at negotiated market prices. One or more computers maintain account data of the outstanding shares. An owner of any share of any share class has an undivided interest in the single investment company.Type: ApplicationFiled: January 3, 2014Publication date: July 10, 2014Applicant: The Vanguard Group, Inc.Inventors: George U. SAUTER, Walter LENHARD
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Patent number: 8712898Abstract: Computer-implemented methods of creating and maintaining stock indexes are provided. Stock migration is controlled using a systematic stock migration process so that stocks are gradually added and deleted from an index.Type: GrantFiled: July 12, 2012Date of Patent: April 29, 2014Assignee: The Vanguard Group, Inc.Inventors: George U. Sauter, James D. Troyer