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
3201
$1.37M ﹤0.01%
+90,735
3202
$1.37M ﹤0.01%
+221,542
3203
$1.37M ﹤0.01%
+267,832
3204
$1.37M ﹤0.01%
+74,751
3205
$1.36M ﹤0.01%
+616,023
3206
$1.36M ﹤0.01%
+170,838
3207
$1.35M ﹤0.01%
+266,675
3208
$1.35M ﹤0.01%
+168,732
3209
$1.35M ﹤0.01%
+173,075
3210
$1.35M ﹤0.01%
+33,683
3211
$1.35M ﹤0.01%
+543,056
3212
$1.35M ﹤0.01%
+371,850
3213
$1.34M ﹤0.01%
+118,296
3214
$1.33M ﹤0.01%
+89,313
3215
$1.33M ﹤0.01%
+76,204
3216
$1.32M ﹤0.01%
+262,514
3217
$1.32M ﹤0.01%
+52,403
3218
$1.32M ﹤0.01%
+34,045
3219
$1.32M ﹤0.01%
+278,382
3220
$1.32M ﹤0.01%
+309,188
3221
$1.31M ﹤0.01%
+94,636
3222
$1.31M ﹤0.01%
+63,260
3223
$1.31M ﹤0.01%
+293,405
3224
$1.31M ﹤0.01%
+111,972
3225
$1.31M ﹤0.01%
+91,296
127 128
129
130 131