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
3426
$614K ﹤0.01%
+31,627
3427
$614K ﹤0.01%
+24,066
3428
$610K ﹤0.01%
+66,008
3429
$608K ﹤0.01%
+30,351
3430
$607K ﹤0.01%
+86,055
3431
$603K ﹤0.01%
+301,302
3432
$603K ﹤0.01%
+61,199
3433
$597K ﹤0.01%
+72,581
3434
$596K ﹤0.01%
+386,834
3435
$591K ﹤0.01%
+81,805
3436
$585K ﹤0.01%
+223,146
3437
$584K ﹤0.01%
+35,681
3438
$580K ﹤0.01%
+72,306
3439
$577K ﹤0.01%
+31,196
3440
$576K ﹤0.01%
+120,500
3441
$570K ﹤0.01%
+425,526
3442
$565K ﹤0.01%
+509,169
3443
$564K ﹤0.01%
+37
3444
$561K ﹤0.01%
+33,787
3445
$561K ﹤0.01%
+36,534
3446
$558K ﹤0.01%
+564,266
3447
$557K ﹤0.01%
+341,662
3448
$555K ﹤0.01%
+120,367
3449
$548K ﹤0.01%
+537,472
3450
$547K ﹤0.01%
+123,429
136 137
138
139 140