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
3601
$264K ﹤0.01%
+4,885
3602
$263K ﹤0.01%
+38,642
3603
$263K ﹤0.01%
+46,971
3604
$262K ﹤0.01%
+31,409
3605
$260K ﹤0.01%
+124
3606
$259K ﹤0.01%
+21,600
3607
$257K ﹤0.01%
+28,816
3608
$252K ﹤0.01%
+12,671
3609
$251K ﹤0.01%
+25,620
3610
$249K ﹤0.01%
+8,846
3611
$245K ﹤0.01%
+21,425
3612
$242K ﹤0.01%
+180,659
3613
$242K ﹤0.01%
+10,358
3614
$241K ﹤0.01%
+2,347
3615
$240K ﹤0.01%
+11,442
3616
$238K ﹤0.01%
+6,417
3617
$235K ﹤0.01%
+30,702
3618
$234K ﹤0.01%
+19,913
3619
$233K ﹤0.01%
+56,343
3620
$232K ﹤0.01%
+58,316
3621
$232K ﹤0.01%
+6,100
3622
$219K ﹤0.01%
+16,822
3623
$215K ﹤0.01%
+38,199
3624
$215K ﹤0.01%
+98,477
3625
$214K ﹤0.01%
+16,569
143 144
145
146 147