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
3651
$177K ﹤0.01%
+142,783
3652
$177K ﹤0.01%
+27,615
3653
$177K ﹤0.01%
+34,613
3654
$177K ﹤0.01%
+14,627
3655
$176K ﹤0.01%
+27,803
3656
$176K ﹤0.01%
+3,696
3657
$175K ﹤0.01%
+121,365
3658
$175K ﹤0.01%
+127,423
3659
$175K ﹤0.01%
+12,300
3660
$172K ﹤0.01%
+77,347
3661
$171K ﹤0.01%
+506
3662
$168K ﹤0.01%
+12,257
3663
$168K ﹤0.01%
+28,625
3664
$168K ﹤0.01%
+56,088
3665
$164K ﹤0.01%
+13,400
3666
$164K ﹤0.01%
+78,067
3667
$160K ﹤0.01%
+10,190
3668
$160K ﹤0.01%
+44,685
3669
$159K ﹤0.01%
+53,825
3670
$159K ﹤0.01%
+11,988
3671
$157K ﹤0.01%
+20,102
3672
$157K ﹤0.01%
+5,182
3673
$156K ﹤0.01%
+42,132
3674
$154K ﹤0.01%
+1,681
3675
$153K ﹤0.01%
+179,781
145 146
147
148 149