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
2551
$6.11M ﹤0.01%
+526,862
2552
$6.1M ﹤0.01%
+660
2553
$6.09M ﹤0.01%
+406,844
2554
$6.08M ﹤0.01%
+824,494
2555
$6.07M ﹤0.01%
+449,296
2556
$6.07M ﹤0.01%
+266,238
2557
$6.06M ﹤0.01%
+282,424
2558
$6.04M ﹤0.01%
+560,601
2559
$6.03M ﹤0.01%
+169,806
2560
$6.02M ﹤0.01%
+895,351
2561
$6.01M ﹤0.01%
+720,352
2562
$6M ﹤0.01%
+510,626
2563
$6M ﹤0.01%
+623,668
2564
$5.99M ﹤0.01%
+412,116
2565
$5.98M ﹤0.01%
+541,977
2566
$5.96M ﹤0.01%
+361,888
2567
$5.96M ﹤0.01%
+295,631
2568
$5.96M ﹤0.01%
+2,658,921
2569
$5.95M ﹤0.01%
+320,509
2570
$5.95M ﹤0.01%
+403,056
2571
$5.95M ﹤0.01%
+312,921
2572
$5.94M ﹤0.01%
+3,157,199
2573
$5.93M ﹤0.01%
+682,953
2574
$5.93M ﹤0.01%
+735,253
2575
$5.92M ﹤0.01%
+522,024
101 102
103
104 105