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
3526
$411K ﹤0.01%
+46,140
3527
$408K ﹤0.01%
+47,495
3528
$405K ﹤0.01%
+269,951
3529
$405K ﹤0.01%
+7,315
3530
$404K ﹤0.01%
+181,193
3531
$401K ﹤0.01%
+2,782
3532
$401K ﹤0.01%
+14,544
3533
$396K ﹤0.01%
+165,057
3534
$392K ﹤0.01%
+72,241
3535
$391K ﹤0.01%
+27,520
3536
$387K ﹤0.01%
+99,533
3537
$384K ﹤0.01%
+62,454
3538
$378K ﹤0.01%
+119,932
3539
$378K ﹤0.01%
+105,602
3540
$378K ﹤0.01%
+328,875
3541
$374K ﹤0.01%
+21,317
3542
$373K ﹤0.01%
+38,662
3543
$372K ﹤0.01%
+87,530
3544
$372K ﹤0.01%
+8,800
3545
$365K ﹤0.01%
+28,260
3546
$363K ﹤0.01%
+9,767
3547
$362K ﹤0.01%
+49,183
3548
$361K ﹤0.01%
+25,520
3549
$360K ﹤0.01%
+1,111
3550
$356K ﹤0.01%
+20,844
140 141
142
143 144