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
3051
$2.08M ﹤0.01%
+665,570
3052
$2.07M ﹤0.01%
+22,685
3053
$2.07M ﹤0.01%
+131,119
3054
$2.07M ﹤0.01%
+524,990
3055
$2.06M ﹤0.01%
+179,080
3056
$2.06M ﹤0.01%
+315,205
3057
$2.05M ﹤0.01%
+26,423
3058
$2.05M ﹤0.01%
+173,087
3059
$2.04M ﹤0.01%
+1
3060
$2.03M ﹤0.01%
+112,746
3061
$2.03M ﹤0.01%
+17,970
3062
$2.03M ﹤0.01%
+101,930
3063
$2.02M ﹤0.01%
+77,303
3064
$2.02M ﹤0.01%
+1,051,946
3065
$2.01M ﹤0.01%
+480,278
3066
$2M ﹤0.01%
+205,554
3067
$1.98M ﹤0.01%
+324,555
3068
$1.97M ﹤0.01%
+100,689
3069
$1.97M ﹤0.01%
+251,040
3070
$1.97M ﹤0.01%
+587,720
3071
$1.96M ﹤0.01%
+491,104
3072
$1.95M ﹤0.01%
+20,086
3073
$1.95M ﹤0.01%
+349,661
3074
$1.94M ﹤0.01%
+305,535
3075
$1.94M ﹤0.01%
+20,777
121 122
123
124 125