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
3126
$1.71M ﹤0.01%
+157,794
3127
$1.71M ﹤0.01%
+83,869
3128
$1.71M ﹤0.01%
+340,089
3129
$1.71M ﹤0.01%
+257,652
3130
$1.7M ﹤0.01%
+343,922
3131
$1.7M ﹤0.01%
+285,116
3132
$1.68M ﹤0.01%
+208,561
3133
$1.68M ﹤0.01%
+10,076
3134
$1.67M ﹤0.01%
+436,283
3135
$1.65M ﹤0.01%
+358,625
3136
$1.64M ﹤0.01%
+105,387
3137
$1.64M ﹤0.01%
+135,777
3138
$1.64M ﹤0.01%
+1,193,262
3139
$1.63M ﹤0.01%
+211,051
3140
$1.63M ﹤0.01%
+291,648
3141
$1.62M ﹤0.01%
+254,622
3142
$1.61M ﹤0.01%
+200,515
3143
$1.6M ﹤0.01%
+111,974
3144
$1.6M ﹤0.01%
+12,777
3145
$1.6M ﹤0.01%
+121,365
3146
$1.6M ﹤0.01%
+981,630
3147
$1.6M ﹤0.01%
+82,149
3148
$1.58M ﹤0.01%
+45,478
3149
$1.58M ﹤0.01%
+215,048
3150
$1.57M ﹤0.01%
+228,229
124 125
126
127 128