Vanguard Group

Vanguard Group Portfolio holdings

AUM $6.9T
1-Year Est. Return 27.45%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.45%
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
+$20B
2
+$19.2B
3
+$12.1B
4
MSFT icon
Microsoft
MSFT
+$11.7B
5
JNJ icon
Johnson & Johnson
JNJ
+$11.3B

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.88%
2 Technology 12.72%
3 Healthcare 11.44%
4 Industrials 10.65%
5 Energy 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3451
$546K ﹤0.01%
+38,978
3452
$546K ﹤0.01%
+30,826
3453
$545K ﹤0.01%
+21,737
3454
$545K ﹤0.01%
+356,247
3455
$544K ﹤0.01%
+333,326
3456
$543K ﹤0.01%
+312,051
3457
$542K ﹤0.01%
+376,316
3458
$535K ﹤0.01%
+89,062
3459
$535K ﹤0.01%
+63,100
3460
$535K ﹤0.01%
+210,660
3461
$528K ﹤0.01%
+585,971
3462
$527K ﹤0.01%
+44,467
3463
$525K ﹤0.01%
+133,769
3464
$523K ﹤0.01%
+29,665
3465
$521K ﹤0.01%
+167,968
3466
$519K ﹤0.01%
+285,138
3467
$519K ﹤0.01%
+126,666
3468
$517K ﹤0.01%
+116,133
3469
$517K ﹤0.01%
+35,378
3470
$516K ﹤0.01%
+95,586
3471
$516K ﹤0.01%
+26,178
3472
$515K ﹤0.01%
+27,825
3473
$514K ﹤0.01%
+66,347
3474
$512K ﹤0.01%
+9,151
3475
$512K ﹤0.01%
+82,471
137 138
139
140 141