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
3551
$356K ﹤0.01%
+20,844
3552
$353K ﹤0.01%
+14,371
3553
$348K ﹤0.01%
+395,012
3554
$347K ﹤0.01%
+1,628
3555
$347K ﹤0.01%
+48,801
3556
$347K ﹤0.01%
+69,574
3557
$346K ﹤0.01%
+86,686
3558
$342K ﹤0.01%
+7,544
3559
$340K ﹤0.01%
+9,127
3560
$338K ﹤0.01%
+135,621
3561
$336K ﹤0.01%
+75,740
3562
$334K ﹤0.01%
+5,856
3563
$332K ﹤0.01%
+31,898
3564
$331K ﹤0.01%
+15,200
3565
$331K ﹤0.01%
+13,335
3566
$330K ﹤0.01%
+23,776
3567
$322K ﹤0.01%
+67,890
3568
$322K ﹤0.01%
+6,561
3569
$322K ﹤0.01%
+37,169
3570
$320K ﹤0.01%
+6,134
3571
$319K ﹤0.01%
+6
3572
$316K ﹤0.01%
+210,546
3573
$314K ﹤0.01%
+12,537
3574
$313K ﹤0.01%
+60,155
3575
$311K ﹤0.01%
+24,312
141 142
143
144 145