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
3676
$151K ﹤0.01%
+54,951
3677
$151K ﹤0.01%
+13,798
3678
$150K ﹤0.01%
+13,908
3679
$149K ﹤0.01%
+73,750
3680
$148K ﹤0.01%
+592
3681
$147K ﹤0.01%
+11,152
3682
$146K ﹤0.01%
+10,183
3683
$146K ﹤0.01%
+31,543
3684
$145K ﹤0.01%
+101,120
3685
$145K ﹤0.01%
+16,518
3686
$144K ﹤0.01%
+24,988
3687
$143K ﹤0.01%
+12,900
3688
$142K ﹤0.01%
+24,735
3689
$142K ﹤0.01%
+393,298
3690
$140K ﹤0.01%
+21,884
3691
$138K ﹤0.01%
+52,546
3692
$138K ﹤0.01%
+39,952
3693
$138K ﹤0.01%
+18,754
3694
– –
0
3695
$134K ﹤0.01%
+28,670
3696
$133K ﹤0.01%
+15,004
3697
$132K ﹤0.01%
+1,046
3698
$131K ﹤0.01%
+84,553
3699
$129K ﹤0.01%
+22,677
3700
$129K ﹤0.01%
+244,007
146 147
148
149 150