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
3526
$411K ﹤0.01%
+22,243
3527
$411K ﹤0.01%
+46,140
3528
$408K ﹤0.01%
+47,495
3529
$405K ﹤0.01%
+269,951
3530
$405K ﹤0.01%
+7,315
3531
$404K ﹤0.01%
+181,193
3532
$401K ﹤0.01%
+2,782
3533
$401K ﹤0.01%
+14,544
3534
$396K ﹤0.01%
+165,057
3535
$392K ﹤0.01%
+72,241
3536
$391K ﹤0.01%
+27,520
3537
$387K ﹤0.01%
+99,533
3538
$384K ﹤0.01%
+62,454
3539
$378K ﹤0.01%
+119,932
3540
$378K ﹤0.01%
+105,602
3541
$378K ﹤0.01%
+328,875
3542
$374K ﹤0.01%
+21,317
3543
$373K ﹤0.01%
+38,662
3544
$372K ﹤0.01%
+87,530
3545
$372K ﹤0.01%
+8,800
3546
$365K ﹤0.01%
+28,260
3547
$363K ﹤0.01%
+9,767
3548
$362K ﹤0.01%
+49,183
3549
$361K ﹤0.01%
+25,520
3550
$360K ﹤0.01%
+1,111
140 141
142
143 144