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
2901
$3.17M ﹤0.01%
+73,209
2902
$3.16M ﹤0.01%
+254,833
2903
$3.12M ﹤0.01%
+28,285
2904
$3.12M ﹤0.01%
+61,234
2905
$3.12M ﹤0.01%
+188,627
2906
$3.12M ﹤0.01%
+405,533
2907
$3.1M ﹤0.01%
+2,139,314
2908
$3.09M ﹤0.01%
+148,927
2909
$3.09M ﹤0.01%
+2
2910
$3.07M ﹤0.01%
+191,686
2911
$3.05M ﹤0.01%
+154,247
2912
$3.05M ﹤0.01%
+275,424
2913
$3.04M ﹤0.01%
+54,610
2914
$3.03M ﹤0.01%
+1,381,325
2915
$3.02M ﹤0.01%
+206,626
2916
$3.01M ﹤0.01%
+637,241
2917
$3.01M ﹤0.01%
+740,401
2918
$2.99M ﹤0.01%
+11,892
2919
$2.98M ﹤0.01%
+461,863
2920
$2.98M ﹤0.01%
+205,139
2921
$2.97M ﹤0.01%
+56,865
2922
$2.95M ﹤0.01%
+125,800
2923
$2.94M ﹤0.01%
+1,386,241
2924
$2.93M ﹤0.01%
+161,587
2925
$2.92M ﹤0.01%
+1,280,411
115 116
117
118 119