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
3401
$689K ﹤0.01%
+80,101
3402
$688K ﹤0.01%
+46,836
3403
$688K ﹤0.01%
+45,911
3404
$679K ﹤0.01%
+8
3405
$674K ﹤0.01%
+33,338
3406
$673K ﹤0.01%
+44,132
3407
$669K ﹤0.01%
+19,718
3408
$667K ﹤0.01%
+5,224
3409
$663K ﹤0.01%
+248,261
3410
$659K ﹤0.01%
+104,956
3411
$659K ﹤0.01%
+200,837
3412
$659K ﹤0.01%
+215,353
3413
$658K ﹤0.01%
+61,751
3414
$653K ﹤0.01%
+128,349
3415
$648K ﹤0.01%
+85,467
3416
$646K ﹤0.01%
+33,392
3417
$643K ﹤0.01%
+202,786
3418
$638K ﹤0.01%
+242,762
3419
$637K ﹤0.01%
+153,870
3420
$630K ﹤0.01%
+38,164
3421
$627K ﹤0.01%
+56,938
3422
$626K ﹤0.01%
+80,281
3423
$624K ﹤0.01%
+122,327
3424
$624K ﹤0.01%
+278,746
3425
$620K ﹤0.01%
+6,550
135 136
137
138 139