Vanguard Group

Vanguard Group Portfolio holdings

AUM $6.18T
1-Year Est. Return 25.19%
 

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
+25.19%
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
$457K ﹤0.01%
+44,573
3502
$456K ﹤0.01%
+72,714
3503
$456K ﹤0.01%
+58,331
3504
$453K ﹤0.01%
+161,690
3505
$445K ﹤0.01%
+31,100
3506
$444K ﹤0.01%
+4,510
3507
$438K ﹤0.01%
+17,103
3508
$436K ﹤0.01%
+1,536
3509
$436K ﹤0.01%
+124,336
3510
$434K ﹤0.01%
+29,138
3511
$433K ﹤0.01%
+19,892
3512
$431K ﹤0.01%
+239,560
3513
$429K ﹤0.01%
+64,100
3514
$428K ﹤0.01%
+99,108
3515
$428K ﹤0.01%
+51,548
3516
$426K ﹤0.01%
+32,447
3517
$424K ﹤0.01%
+59,863
3518
$424K ﹤0.01%
+58,421
3519
$423K ﹤0.01%
+28,246
3520
$423K ﹤0.01%
+6,900
3521
$423K ﹤0.01%
+96,504
3522
$419K ﹤0.01%
+123,765
3523
– –
0
3524
$415K ﹤0.01%
+24,469
3525
$411K ﹤0.01%
+22,243
139 140
141
142 143