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
2976
$2.57M ﹤0.01%
+65,065
2977
$2.56M ﹤0.01%
+334,913
2978
$2.56M ﹤0.01%
+102,782
2979
$2.56M ﹤0.01%
+238,102
2980
$2.55M ﹤0.01%
+1,169,468
2981
$2.55M ﹤0.01%
+111,124
2982
$2.55M ﹤0.01%
+1,092,697
2983
$2.54M ﹤0.01%
+134,575
2984
$2.54M ﹤0.01%
+370,600
2985
$2.52M ﹤0.01%
+134,446
2986
$2.51M ﹤0.01%
+190,865
2987
$2.5M ﹤0.01%
+1,613,861
2988
$2.5M ﹤0.01%
+478,058
2989
$2.48M ﹤0.01%
+75,566
2990
$2.48M ﹤0.01%
+45,880
2991
$2.47M ﹤0.01%
+181,467
2992
$2.47M ﹤0.01%
+20,674
2993
$2.46M ﹤0.01%
+137,728
2994
$2.46M ﹤0.01%
+1,128,560
2995
$2.45M ﹤0.01%
+122,340
2996
$2.44M ﹤0.01%
+49,157
2997
$2.43M ﹤0.01%
+171,181
2998
$2.43M ﹤0.01%
+334,063
2999
$2.42M ﹤0.01%
+29,775
3000
$2.41M ﹤0.01%
+49,062
118 119
120
121 122