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
2751
$4.29M ﹤0.01%
+242,149
2752
$4.28M ﹤0.01%
+238,174
2753
$4.28M ﹤0.01%
+476,121
2754
$4.25M ﹤0.01%
+347,655
2755
$4.25M ﹤0.01%
+282,770
2756
$4.24M ﹤0.01%
+156,875
2757
$4.22M ﹤0.01%
+631,900
2758
$4.21M ﹤0.01%
+383,901
2759
$4.2M ﹤0.01%
+694,768
2760
$4.2M ﹤0.01%
+190,765
2761
$4.18M ﹤0.01%
+130
2762
$4.18M ﹤0.01%
+439,905
2763
$4.18M ﹤0.01%
+52,421
2764
$4.17M ﹤0.01%
+32,321
2765
$4.16M ﹤0.01%
+140,143
2766
$4.14M ﹤0.01%
+584,176
2767
$4.13M ﹤0.01%
+59,965
2768
$4.13M ﹤0.01%
+16
2769
$4.13M ﹤0.01%
+326,292
2770
$4.12M ﹤0.01%
+2,202,676
2771
$4.11M ﹤0.01%
+290,181
2772
$4.1M ﹤0.01%
+585,578
2773
$4.1M ﹤0.01%
+746,472
2774
$4.08M ﹤0.01%
+275,901
2775
$4.07M ﹤0.01%
+319,341
109 110
111
112 113