Vanguard Group Portfolio holdings
AUM
$6.18T
1-Year 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 Return
-3.64%
1 Year Return
+25.19%
3 Year Return
+103.99%
5 Year Return
+190.29%
10 Year Return
+458.75%
AUM
$3.4T
AUM Growth
-$157B
(-4.4%)
Cap. Flow
+$25.9B
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
20.48%
Holding
4,672
New
52
Increased
2,795
Reduced
1,351
Closed
71
Top Buys
| 1 |
Tesla
TSLA
|
+$2.2B |
| 2 |
Microsoft
MSFT
|
+$1.43B |
| 3 |
Amazon
AMZN
|
+$1.41B |
| 4 |
Yum China
YUMC
|
+$698M |
| 5 |
AZPN
Aspen Technology Inc
AZPN
|
+$663M |
Top Sells
| 1 |
ACC
American Campus Communities, Inc.
ACC
|
+$1.29B |
| 2 |
Occidental Petroleum
OXY
|
+$1.15B |
| 3 |
Apple
AAPL
|
+$683M |
| 4 |
Chevron
CVX
|
+$658M |
| 5 |
Synopsys
SNPS
|
+$635M |
Sector Composition
| 1 | Technology | 22.44% |
| 2 | Healthcare | 14.32% |
| 3 | Financials | 13.52% |
| 4 | Consumer Discretionary | 10.67% |
| 5 | Industrials | 8.87% |
