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
2826
$3.71M ﹤0.01%
+155,493
2827
$3.71M ﹤0.01%
+275,561
2828
$3.7M ﹤0.01%
+164,332
2829
$3.7M ﹤0.01%
+260,323
2830
$3.69M ﹤0.01%
+460,253
2831
$3.68M ﹤0.01%
+250,179
2832
$3.67M ﹤0.01%
+194,133
2833
$3.66M ﹤0.01%
+156,666
2834
$3.66M ﹤0.01%
+210,251
2835
$3.66M ﹤0.01%
+415,399
2836
$3.65M ﹤0.01%
+145,817
2837
$3.64M ﹤0.01%
+254,753
2838
$3.64M ﹤0.01%
+271,706
2839
$3.63M ﹤0.01%
+841,708
2840
$3.63M ﹤0.01%
+149,628
2841
$3.62M ﹤0.01%
+55,826
2842
$3.6M ﹤0.01%
+684,145
2843
$3.6M ﹤0.01%
+170,731
2844
$3.6M ﹤0.01%
+169,507
2845
$3.59M ﹤0.01%
+191,678
2846
$3.59M ﹤0.01%
+562,947
2847
$3.57M ﹤0.01%
+1,782,757
2848
$3.56M ﹤0.01%
+666,007
2849
$3.56M ﹤0.01%
+316,618
2850
$3.55M ﹤0.01%
+1,057
112 113
114
115 116