Vanguard Group

Vanguard Group Portfolio holdings

AUM $6.18T
1-Year Est. Return 25.19%
 

The Vanguard Group, founded in 1975 by John C. Bogle, is one of the world's largest investment management companies, headquartered in Malvern, Pennsylvania. As of recent years, it manages trillions in assets, offering a wide range of mutual funds, ETFs, and retirement products, catering to both individual and institutional investors. Its philosophy emphasizes low fees, diversification, and a buy-and-hold strategy, making it a dominant player in the passive investing revolution.

This Quarter Est. Return
1 Year Est. Return
+25.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,794
New
Increased
Reduced
Closed

Top Buys

1
+$20.1B
2
+$17.6B
3
+$12.4B
4
CVX icon
Chevron
CVX
+$11.8B
5
JNJ icon
Johnson & Johnson
JNJ
+$11.4B

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.88%
2 Technology 12.78%
3 Healthcare 11.44%
4 Industrials 10.58%
5 Energy 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$869M 0.09%
+24,285,770
227
$866M 0.09%
+16,814,037
228
$861M 0.09%
+30,557,319
229
$848M 0.09%
+13,924,510
230
$848M 0.09%
+18,627,406
231
$846M 0.09%
+7,566,640
232
$844M 0.09%
+17,887,446
233
$842M 0.09%
+9,129,033
234
$842M 0.09%
+44,984,675
235
$842M 0.09%
+112,094,025
236
$841M 0.09%
+14,753,300
237
$841M 0.09%
+21,715,887
238
$839M 0.09%
+10,742,125
239
$838M 0.09%
+15,015,134
240
$837M 0.09%
+24,802,819
241
$834M 0.09%
+14,305,732
242
$834M 0.09%
+23,455,120
243
$832M 0.09%
+8,067,115
244
$831M 0.09%
+8,016,818
245
$831M 0.09%
+16,469,581
246
$827M 0.09%
+47,883,894
247
$821M 0.09%
+20,353,486
248
$820M 0.09%
+4,598,427
249
$817M 0.09%
+16,958,079
250
$813M 0.09%
+18,968,117
8 9
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