Vanguard Group

Vanguard Group Portfolio holdings

AUM $6.68T
1-Year Est. Return 28.13%
 

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
+28.13%
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
2501
$6.86M ﹤0.01%
+252,846
2502
$6.84M ﹤0.01%
+1,617,052
2503
$6.83M ﹤0.01%
+252,112
2504
$6.83M ﹤0.01%
+1,020,236
2505
$6.83M ﹤0.01%
+1,141,138
2506
$6.82M ﹤0.01%
+450,300
2507
$6.77M ﹤0.01%
+218,498
2508
$6.76M ﹤0.01%
+182,308
2509
$6.74M ﹤0.01%
+426,384
2510
$6.71M ﹤0.01%
+1,058,775
2511
$6.68M ﹤0.01%
+332,949
2512
$6.68M ﹤0.01%
+155,617
2513
$6.67M ﹤0.01%
+357,912
2514
$6.66M ﹤0.01%
+468,215
2515
$6.64M ﹤0.01%
+469,810
2516
$6.64M ﹤0.01%
+1,339,519
2517
$6.63M ﹤0.01%
+293,244
2518
$6.63M ﹤0.01%
+390,620
2519
$6.59M ﹤0.01%
+799,834
2520
$6.57M ﹤0.01%
+566,821
2521
$6.55M ﹤0.01%
+1,070,844
2522
$6.51M ﹤0.01%
+432,884
2523
$6.5M ﹤0.01%
+418,320
2524
$6.49M ﹤0.01%
+692,996
2525
$6.48M ﹤0.01%
+115,584
99 100
101
102 103