Trademark: 77698754
Status Date
Tuesday, October 6, 2020
Registration Number
3847010
Registration Date
Tuesday, September 14, 2010
Filing Date
Wednesday, March 25, 2009
Published for Opposition
Tuesday, June 29, 2010
9 Downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; computer software for use in electronic trading of securities and portfolio management in the fields of finance, saving, investing, investments, investment brokerage, and asset management; computer software for use by financial services providers to prepare documents relating to the dissemination of information; computer software for use by financial services providers to conduct surveys and to assemble and manage information relating to retirement plans; computer software for managing the distribution of information about retirement plans to employees; computer software for producing printed informational materials and records in the field of retirement plans; computer software for use by businesses to manage employee compensation planning; computer software for managing investment portfolios; computer software for maintaining, managing and reporting financial information; computer software for use by financial services providers to obtain investment transaction and account information; computer software for initiating, processing and tracking financial transactions; computer software for use by investment fund administrators to enter securities trading orders, to receive confirmation of such orders, and to obtain price information, balance information and other data about funds and accounts; computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site which provides news, information, transaction capability and online financial services; computer software for use by retirement plan sponsors to transmit and receive account information and other information by means of an online connection; computer software for use by financial investment advisors in portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing
16 Publications and printed matter, namely, newsletters, reports, books, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, booklets, posters, and leaflets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; [ computer software user's manuals for computer software used in the fields of finance, saving, investing, investments, investment brokerage, and asset management ]
35 Providing an interactive website that provides commercial financial transaction data, transaction capability, account management, financial reporting, accounting features and related reference information; [ providing reports of payroll related tax information to governmental agencies and to employers; accounting and bookkeeping services; ] providing business information to financial services providers by means of an internet web site in the field of business marketing; [ business consulting services in the field of employee compensation; ] consulting services in the field of marketing financial services provided to financial services providers that sell The Vanguard Group, Inc.'s financial products and services; market research services rendered to financial services providers that sell The Vanguard Group, Inc.'s financial products and services; marketing services rendered to members of the financial services industry, namely, creating and designing promotional materials for use by financial services providers and assisting financial services providers that sell The Vanguard Group, Inc.'s financial products and services to develop their own marketing plans and to implement their own direct mail campaigns, advertising campaigns and public relations campaigns; business marketing and direct mail consulting services in the financial field provided to financial services providers that sell The Vanguard Group, Inc.'s financial products and services; [ providing facilities for business meetings; ] promoting public awareness of the need for investment planning; business outsourcing services; business outsourcing and back-office support services, namely, bookkeeping and administration of operational support services for investment advisors; financial records management; database management of data records containing customer and business information; data processing services; business management services, namely, client account information management services, marketing consultation services provided to financial services providers that sell The Vanguard Group, Inc's financial products and services; development of marketing strategies and concepts for use by investment advisors that sell The Vanguard Group, Inc.'s financial products and services in brochures, advertisements, web sites and presentations; [ tax consultation services ]
36 Full line of financial and investment services; house mark for providing a full range of services in the investment and financial fields, namely, mutual fund investment services, exchange-traded funds investment services, investment and insurance brokerage, investment management, asset management, investment advice and advisory services, securities lending, financial, investment, and actuarial consultation, financial and investment research, banking, administration of college savings plans, charitable fund raising, donor-advised investment of funds for charitable purposes, administration of charitable giving programs offering a variety of financial investment options, retirement planning, and annuities investment; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing an interactive website and online computer database in the fields of investing, finance, saving, financial planning, financial news, financial information, analysis in the fields of investing, finance, and financial planning, financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans concerning insurance and finance; financial planning and investment advisory services; financial, insurance and actuarial consulting services; [ debit card services; ] check processing, checkwriting and bill payment services; assisting others with the completion of financial transactions for mutual funds, exchange-traded funds, stocks, bonds, securities and equities; cash management services; electronic funds transfer and payment services, providing information by phone and by online means in the fields of investment account information and financial research; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management; donor advised investment of funds for charitable purposes; [ charitable fund raising services; ] automated securities trade execution services; financial administration and investment management services rendered to non-profit organizations; financial services rendered primarily to states, municipalities and tax exempt organizations, namely, providing financial news and information and investment account information by means of the internet; [ life insurance and annuity services; ] financial risk management services; estate planning, trust and administration services
41 Educational services, namely, workshops, classes, seminars and conferences in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation and the distribution of course materials in connection therewith; providing webcasts in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; providing podcasts in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; providing online publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; providing online seminars and workshops in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; providing information in the field of financial education to financial services providers by means of an internet web site; development and dissemination of educational materials for others in the field of financial services and investing; [ entertainment and educational services in the nature of periodic television programs concerning financial topics ]
Oct 6, 2020
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Oct 6, 2020
Registered And Renewed (First Renewal - 10 Yrs)
Oct 6, 2020
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Oct 6, 2020
Case Assigned To Post Registration Paralegal
Aug 24, 2020
Teas Section 8 & 9 Received
Sep 14, 2019
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Sep 7, 2018
Teas Change Of Correspondence Received
Jan 12, 2018
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 12, 2018
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Mar 2, 2017
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Mar 2, 2017
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Mar 1, 2017
Teas Response To Office Action-Post Reg Received
Oct 18, 2016
Post Registration Action Mailed - Sec. 8 & 15
Oct 17, 2016
Teas Response To Office Action-Post Reg Received
Sep 1, 2016
Post Registration Action Mailed - Sec. 8 & 15
Sep 1, 2016
Case Assigned To Post Registration Paralegal
Jun 21, 2016
Teas Section 8 & 15 Received
Jun 21, 2016
Teas Change Of Correspondence Received
Sep 14, 2015
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Sep 14, 2010
Registered-Principal Register
Jun 29, 2010
Official Gazette Publication Confirmation E-Mailed
Jun 29, 2010
Published For Opposition
May 25, 2010
Law Office Publication Review Completed
May 24, 2010
Approved For Pub - Principal Register
May 4, 2010
Teas/Email Correspondence Entered
May 4, 2010
Correspondence Received In Law Office
May 4, 2010
Teas Response To Office Action Received
Apr 8, 2010
Examiner's Amendment Entered
Apr 8, 2010
Assigned To Lie
Apr 8, 2010
Notification Of Examiners Amendment E-Mailed
Apr 8, 2010
Examiners Amendment E-Mailed
Apr 8, 2010
Examiners Amendment -Written
Mar 30, 2010
Teas/Email Correspondence Entered
Mar 29, 2010
Correspondence Received In Law Office
Mar 29, 2010
Teas Response To Suspension Inquiry Received
Jan 27, 2010
Notification Of Letter Of Suspension E-Mailed
Jan 27, 2010
Letter Of Suspension E-Mailed
Jan 27, 2010
Suspension Letter Written
Jan 5, 2010
Assigned To Examiner
Dec 18, 2009
Teas/Email Correspondence Entered
Dec 18, 2009
Correspondence Received In Law Office
Dec 18, 2009
Teas Response To Office Action Received
Dec 16, 2009
Notification Of Non-Final Action E-Mailed
Dec 16, 2009
Non-Final Action E-Mailed
Dec 16, 2009
Non-Final Action Written
Dec 1, 2009
Teas/Email Correspondence Entered
Nov 30, 2009
Correspondence Received In Law Office
Nov 30, 2009
Teas Response To Office Action Received
Nov 25, 2009
Teas Change Of Correspondence Received
Nov 25, 2009
Teas/Email Correspondence Entered
Nov 25, 2009
Correspondence Received In Law Office
Nov 25, 2009
Teas Response To Office Action Received
May 27, 2009
Notification Of Non-Final Action E-Mailed
May 27, 2009
Non-Final Action E-Mailed
May 27, 2009
Non-Final Action Written
May 12, 2009
Assigned To Examiner
Mar 30, 2009
New Application Office Supplied Data Entered In Tram
Mar 28, 2009
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
