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
2726
$4.49M ﹤0.01%
+326,632
2727
$4.48M ﹤0.01%
+723,456
2728
$4.47M ﹤0.01%
+960,609
2729
$4.46M ﹤0.01%
+241,321
2730
$4.45M ﹤0.01%
+593,827
2731
$4.45M ﹤0.01%
+300,275
2732
$4.45M ﹤0.01%
+456,175
2733
$4.44M ﹤0.01%
+525,020
2734
$4.43M ﹤0.01%
+788,195
2735
$4.42M ﹤0.01%
+483,314
2736
$4.42M ﹤0.01%
+287,446
2737
$4.42M ﹤0.01%
+489,046
2738
$4.42M ﹤0.01%
+110,058
2739
$4.41M ﹤0.01%
+505,046
2740
$4.41M ﹤0.01%
+520,221
2741
$4.41M ﹤0.01%
+101
2742
$4.38M ﹤0.01%
+1,061,377
2743
$4.37M ﹤0.01%
+249,990
2744
$4.35M ﹤0.01%
+850,914
2745
$4.34M ﹤0.01%
+966,008
2746
$4.32M ﹤0.01%
+163,732
2747
$4.32M ﹤0.01%
+354,284
2748
$4.32M ﹤0.01%
+112,895
2749
$4.32M ﹤0.01%
+759,993
2750
$4.31M ﹤0.01%
+189,207
108 109
110
111 112