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
3376
$751K ﹤0.01%
+44,652
3377
$751K ﹤0.01%
+46,392
3378
$749K ﹤0.01%
+95,305
3379
$747K ﹤0.01%
+108,523
3380
$741K ﹤0.01%
+341,536
3381
$741K ﹤0.01%
+107,798
3382
$734K ﹤0.01%
+333,538
3383
$732K ﹤0.01%
+443,347
3384
$732K ﹤0.01%
+228,103
3385
$730K ﹤0.01%
+127,332
3386
$730K ﹤0.01%
+24,295
3387
$729K ﹤0.01%
+71,788
3388
$729K ﹤0.01%
+8,100
3389
$728K ﹤0.01%
+91,601
3390
$726K ﹤0.01%
+139,606
3391
$722K ﹤0.01%
+802,269
3392
$720K ﹤0.01%
+65,498
3393
$718K ﹤0.01%
+285,905
3394
$715K ﹤0.01%
+182,825
3395
$712K ﹤0.01%
+604
3396
$709K ﹤0.01%
+199,070
3397
$701K ﹤0.01%
+187,450
3398
$695K ﹤0.01%
+67,425
3399
$693K ﹤0.01%
+256,557
3400
$690K ﹤0.01%
+65,602
134 135
136
137 138