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
3101
$1.81M ﹤0.01%
+220,750
3102
$1.81M ﹤0.01%
+712,116
3103
$1.81M ﹤0.01%
+116,382
3104
$1.8M ﹤0.01%
+113,835
3105
$1.8M ﹤0.01%
+26,100
3106
$1.79M ﹤0.01%
+1,897,135
3107
$1.78M ﹤0.01%
+10,626
3108
$1.78M ﹤0.01%
+636,087
3109
$1.78M ﹤0.01%
+3,180,778
3110
$1.78M ﹤0.01%
+98,272
3111
$1.76M ﹤0.01%
+43,066
3112
$1.75M ﹤0.01%
+139
3113
$1.75M ﹤0.01%
+288,191
3114
$1.75M ﹤0.01%
+179,820
3115
$1.75M ﹤0.01%
+804,679
3116
$1.74M ﹤0.01%
+3,652
3117
$1.74M ﹤0.01%
+57,100
3118
$1.73M ﹤0.01%
+271,599
3119
$1.73M ﹤0.01%
+97,108
3120
$1.73M ﹤0.01%
+151,583
3121
$1.73M ﹤0.01%
+130,126
3122
$1.72M ﹤0.01%
+119,640
3123
$1.72M ﹤0.01%
+60,168
3124
$1.72M ﹤0.01%
+142,994
3125
$1.71M ﹤0.01%
+313,636
123 124
125
126 127