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
2701
$4.7M ﹤0.01%
+251,024
2702
$4.69M ﹤0.01%
+430,227
2703
$4.67M ﹤0.01%
+376,915
2704
$4.67M ﹤0.01%
+368,125
2705
$4.66M ﹤0.01%
+854,870
2706
$4.65M ﹤0.01%
+188,962
2707
$4.65M ﹤0.01%
+2,020,802
2708
$4.65M ﹤0.01%
+2,092,630
2709
$4.62M ﹤0.01%
+282,816
2710
$4.62M ﹤0.01%
+225,106
2711
$4.61M ﹤0.01%
+263,349
2712
$4.61M ﹤0.01%
+206,900
2713
$4.59M ﹤0.01%
+182,150
2714
$4.58M ﹤0.01%
+328,200
2715
$4.58M ﹤0.01%
+288,745
2716
$4.56M ﹤0.01%
+309,521
2717
$4.55M ﹤0.01%
+475,306
2718
$4.53M ﹤0.01%
+68,366
2719
$4.53M ﹤0.01%
+402,008
2720
$4.53M ﹤0.01%
+559,610
2721
$4.53M ﹤0.01%
+229,111
2722
$4.51M ﹤0.01%
+657,704
2723
$4.5M ﹤0.01%
+56,123
2724
$4.49M ﹤0.01%
+746,371
2725
$4.49M ﹤0.01%
+1,123,045
107 108
109
110 111