Vanguard Group

Vanguard Group Portfolio holdings

AUM $6.18T
1-Year Est. Return 25.19%
 

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
+25.19%
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
276
$743M 0.08%
+33,082,026
277
$742M 0.08%
+24,024,021
278
$737M 0.08%
+4,638,377
279
$736M 0.08%
+12,189,282
280
$735M 0.08%
+10,505,021
281
$735M 0.08%
+7,708,261
282
$735M 0.08%
+17,004,360
283
$731M 0.08%
+24,225,705
284
$725M 0.08%
+8,717,194
285
$723M 0.08%
+11,828,071
286
$722M 0.08%
+10,440,124
287
$720M 0.08%
+98,760,600
288
$717M 0.08%
+12,420,616
289
$713M 0.07%
+16,079,931
290
$712M 0.07%
+14,001,102
291
$709M 0.07%
+10,003,037
292
$703M 0.07%
+8,751,975
293
$700M 0.07%
+1,651,943
294
$700M 0.07%
+20,398,115
295
$699M 0.07%
+5,777,510
296
$697M 0.07%
+22,786,083
297
$696M 0.07%
+23,229,123
298
$694M 0.07%
+29,528,792
299
$694M 0.07%
+13,322,496
300
$693M 0.07%
+13,088,219
10 11
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