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
3326
$927K ﹤0.01%
+181
3327
$926K ﹤0.01%
+27,360
3328
$924K ﹤0.01%
+116,952
3329
$923K ﹤0.01%
+394,451
3330
$922K ﹤0.01%
+768,171
3331
$916K ﹤0.01%
+26,936
3332
$909K ﹤0.01%
+438,904
3333
$901K ﹤0.01%
+249,383
3334
$899K ﹤0.01%
+113,982
3335
$893K ﹤0.01%
+11,289
3336
$892K ﹤0.01%
+96,644
3337
$884K ﹤0.01%
+62,002
3338
$880K ﹤0.01%
+666,363
3339
$879K ﹤0.01%
+167,372
3340
$876K ﹤0.01%
+219,085
3341
$876K ﹤0.01%
+415,315
3342
$863K ﹤0.01%
+77,595
3343
$863K ﹤0.01%
+125,205
3344
$861K ﹤0.01%
+28,007
3345
$856K ﹤0.01%
+71,310
3346
$853K ﹤0.01%
+355,364
3347
$844K ﹤0.01%
+97,198
3348
$838K ﹤0.01%
+17,167
3349
$834K ﹤0.01%
+88,495
3350
$834K ﹤0.01%
+738,134
132 133
134
135 136