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
3226
$1.3M ﹤0.01%
+365,779
3227
$1.3M ﹤0.01%
+60,961
3228
$1.29M ﹤0.01%
+1,079,180
3229
$1.29M ﹤0.01%
+43,603
3230
$1.29M ﹤0.01%
+516,738
3231
$1.29M ﹤0.01%
+218,515
3232
$1.29M ﹤0.01%
+31,426
3233
$1.28M ﹤0.01%
+196,084
3234
$1.28M ﹤0.01%
+255,987
3235
$1.27M ﹤0.01%
+108,818
3236
$1.26M ﹤0.01%
+77,593
3237
$1.25M ﹤0.01%
+370,363
3238
$1.25M ﹤0.01%
+15,479
3239
$1.24M ﹤0.01%
+3,012
3240
$1.24M ﹤0.01%
+370,571
3241
$1.24M ﹤0.01%
+383,917
3242
$1.23M ﹤0.01%
+195,625
3243
$1.23M ﹤0.01%
+134,744
3244
$1.23M ﹤0.01%
+767
3245
$1.23M ﹤0.01%
+110,445
3246
$1.23M ﹤0.01%
+290,337
3247
$1.21M ﹤0.01%
+64,515
3248
$1.21M ﹤0.01%
+300,980
3249
$1.21M ﹤0.01%
+16,550
3250
$1.21M ﹤0.01%
+440,260
128 129
130
131 132