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
3601
$266K ﹤0.01%
+466,528
3602
$264K ﹤0.01%
+4,885
3603
$263K ﹤0.01%
+38,642
3604
$263K ﹤0.01%
+46,971
3605
$262K ﹤0.01%
+31,409
3606
$260K ﹤0.01%
+124
3607
$259K ﹤0.01%
+21,600
3608
$257K ﹤0.01%
+28,816
3609
$252K ﹤0.01%
+12,671
3610
$251K ﹤0.01%
+25,620
3611
$249K ﹤0.01%
+8,846
3612
$245K ﹤0.01%
+21,425
3613
$242K ﹤0.01%
+180,659
3614
$242K ﹤0.01%
+10,358
3615
$241K ﹤0.01%
+2,347
3616
$240K ﹤0.01%
+11,442
3617
$238K ﹤0.01%
+6,417
3618
$235K ﹤0.01%
+30,702
3619
$234K ﹤0.01%
+19,913
3620
$233K ﹤0.01%
+56,343
3621
$232K ﹤0.01%
+58,316
3622
$232K ﹤0.01%
+6,100
3623
$219K ﹤0.01%
+16,822
3624
$215K ﹤0.01%
+38,199
3625
$215K ﹤0.01%
+98,477
143 144
145
146 147