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
3651
$177K ﹤0.01%
+27,615
3652
$177K ﹤0.01%
+34,613
3653
$177K ﹤0.01%
+14,627
3654
$176K ﹤0.01%
+27,803
3655
$176K ﹤0.01%
+3,696
3656
$175K ﹤0.01%
+121,365
3657
$175K ﹤0.01%
+127,423
3658
$175K ﹤0.01%
+12,300
3659
$172K ﹤0.01%
+77,347
3660
$171K ﹤0.01%
+506
3661
$168K ﹤0.01%
+12,257
3662
$168K ﹤0.01%
+28,625
3663
$168K ﹤0.01%
+56,088
3664
$164K ﹤0.01%
+13,400
3665
$164K ﹤0.01%
+78,067
3666
$160K ﹤0.01%
+10,190
3667
$160K ﹤0.01%
+44,685
3668
$159K ﹤0.01%
+53,825
3669
$159K ﹤0.01%
+11,988
3670
$157K ﹤0.01%
+20,102
3671
$157K ﹤0.01%
+5,182
3672
$156K ﹤0.01%
+42,132
3673
$154K ﹤0.01%
+1,681
3674
$153K ﹤0.01%
+179,781
3675
$151K ﹤0.01%
+54,951
145 146
147
148 149