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
3351
$833K ﹤0.01%
+81,253
3352
$830K ﹤0.01%
+223,719
3353
$830K ﹤0.01%
+82,524
3354
$829K ﹤0.01%
+44,995
3355
$825K ﹤0.01%
+153,032
3356
$825K ﹤0.01%
+298,973
3357
$821K ﹤0.01%
+87,329
3358
$821K ﹤0.01%
+74,220
3359
$816K ﹤0.01%
+62,853
3360
$812K ﹤0.01%
+201,998
3361
$811K ﹤0.01%
+69
3362
$801K ﹤0.01%
+88,976
3363
$793K ﹤0.01%
+46,867
3364
$792K ﹤0.01%
+21,861
3365
$788K ﹤0.01%
+139,557
3366
$786K ﹤0.01%
+1,692
3367
$785K ﹤0.01%
+219,399
3368
$784K ﹤0.01%
+486,711
3369
$780K ﹤0.01%
+300,491
3370
$775K ﹤0.01%
+75,221
3371
$767K ﹤0.01%
+63,984
3372
$764K ﹤0.01%
+269,067
3373
$759K ﹤0.01%
+85,111
3374
$759K ﹤0.01%
+36,150
3375
$753K ﹤0.01%
+448,274
133 134
135
136 137