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
3176
$1.46M ﹤0.01%
+35,090
3177
$1.45M ﹤0.01%
+1,829
3178
$1.45M ﹤0.01%
+56,295
3179
$1.45M ﹤0.01%
+3,366
3180
$1.45M ﹤0.01%
+193,675
3181
$1.44M ﹤0.01%
+205,161
3182
$1.44M ﹤0.01%
+22,165
3183
$1.44M ﹤0.01%
+68,149
3184
$1.44M ﹤0.01%
+456,889
3185
$1.44M ﹤0.01%
+36
3186
$1.43M ﹤0.01%
+124,306
3187
$1.43M ﹤0.01%
+57,759
3188
$1.43M ﹤0.01%
+79,148
3189
$1.43M ﹤0.01%
+71,631
3190
$1.41M ﹤0.01%
+171,124
3191
$1.41M ﹤0.01%
+351,941
3192
$1.41M ﹤0.01%
+406,656
3193
$1.41M ﹤0.01%
+381,746
3194
$1.39M ﹤0.01%
+436,697
3195
$1.39M ﹤0.01%
+217,642
3196
$1.39M ﹤0.01%
+201,558
3197
$1.39M ﹤0.01%
+187,105
3198
$1.38M ﹤0.01%
+769,311
3199
$1.38M ﹤0.01%
+267,985
3200
$1.37M ﹤0.01%
+8,632
126 127
128
129 130