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
3576
$309K ﹤0.01%
+68,001
3577
$307K ﹤0.01%
+69,545
3578
$304K ﹤0.01%
+42,857
3579
$303K ﹤0.01%
+82,502
3580
$302K ﹤0.01%
+28,444
3581
$301K ﹤0.01%
+5,400
3582
$299K ﹤0.01%
+40,207
3583
$298K ﹤0.01%
+128
3584
$297K ﹤0.01%
+16,065
3585
$296K ﹤0.01%
+134,336
3586
$295K ﹤0.01%
+140,348
3587
$293K ﹤0.01%
+186,831
3588
$293K ﹤0.01%
+247,990
3589
$292K ﹤0.01%
+5,169
3590
$291K ﹤0.01%
+4,661
3591
$291K ﹤0.01%
+21,531
3592
$291K ﹤0.01%
+207,800
3593
$287K ﹤0.01%
+38,201
3594
$285K ﹤0.01%
+4,100
3595
$284K ﹤0.01%
+47,254
3596
$281K ﹤0.01%
+225,229
3597
$280K ﹤0.01%
+46,740
3598
$273K ﹤0.01%
+41,558
3599
$266K ﹤0.01%
+42,253
3600
$266K ﹤0.01%
+466,528
142 143
144
145 146