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
3501
$460K ﹤0.01%
+18,500
3502
$457K ﹤0.01%
+44,573
3503
$456K ﹤0.01%
+72,714
3504
$456K ﹤0.01%
+58,331
3505
$453K ﹤0.01%
+161,690
3506
$445K ﹤0.01%
+31,100
3507
$444K ﹤0.01%
+4,510
3508
$438K ﹤0.01%
+17,103
3509
$436K ﹤0.01%
+1,536
3510
$436K ﹤0.01%
+124,336
3511
$434K ﹤0.01%
+29,138
3512
$433K ﹤0.01%
+19,892
3513
$431K ﹤0.01%
+239,560
3514
$429K ﹤0.01%
+64,100
3515
$428K ﹤0.01%
+99,108
3516
$428K ﹤0.01%
+51,548
3517
$426K ﹤0.01%
+32,447
3518
$424K ﹤0.01%
+59,863
3519
$424K ﹤0.01%
+58,421
3520
$423K ﹤0.01%
+28,246
3521
$423K ﹤0.01%
+6,900
3522
$423K ﹤0.01%
+96,504
3523
$419K ﹤0.01%
+123,765
3524
– –
0
3525
$415K ﹤0.01%
+24,469
139 140
141
142 143