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
3251
$1.21M ﹤0.01%
+160,989
3252
$1.21M ﹤0.01%
+92,634
3253
$1.2M ﹤0.01%
+1,090,596
3254
$1.19M ﹤0.01%
+1,845,188
3255
$1.19M ﹤0.01%
+14,166
3256
$1.18M ﹤0.01%
+113,350
3257
$1.18M ﹤0.01%
+78,217
3258
$1.18M ﹤0.01%
+17,388
3259
$1.17M ﹤0.01%
+155,126
3260
$1.17M ﹤0.01%
+138,776
3261
$1.17M ﹤0.01%
+33,442
3262
$1.17M ﹤0.01%
+279,300
3263
$1.16M ﹤0.01%
+713,344
3264
$1.16M ﹤0.01%
+518,835
3265
$1.16M ﹤0.01%
+250,527
3266
$1.14M ﹤0.01%
+131,184
3267
$1.14M ﹤0.01%
+151,364
3268
$1.14M ﹤0.01%
+280,787
3269
$1.13M ﹤0.01%
+112,755
3270
$1.13M ﹤0.01%
+99,970
3271
$1.13M ﹤0.01%
+99,304
3272
$1.13M ﹤0.01%
+372,702
3273
$1.13M ﹤0.01%
+520,950
3274
$1.12M ﹤0.01%
+121
3275
$1.12M ﹤0.01%
+454,309
129 130
131
132 133