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
3676
$151K ﹤0.01%
+13,798
3677
$150K ﹤0.01%
+13,908
3678
$149K ﹤0.01%
+73,750
3679
$148K ﹤0.01%
+592
3680
$147K ﹤0.01%
+11,152
3681
$146K ﹤0.01%
+10,183
3682
$146K ﹤0.01%
+31,543
3683
$145K ﹤0.01%
+101,120
3684
$145K ﹤0.01%
+16,518
3685
$144K ﹤0.01%
+24,988
3686
$143K ﹤0.01%
+12,900
3687
$142K ﹤0.01%
+24,735
3688
$142K ﹤0.01%
+393,298
3689
$140K ﹤0.01%
+21,884
3690
$138K ﹤0.01%
+52,546
3691
$138K ﹤0.01%
+39,952
3692
$138K ﹤0.01%
+18,754
3693
– –
0
3694
$134K ﹤0.01%
+28,670
3695
$133K ﹤0.01%
+15,004
3696
$132K ﹤0.01%
+1,046
3697
$131K ﹤0.01%
+84,553
3698
$129K ﹤0.01%
+22,677
3699
$129K ﹤0.01%
+244,007
3700
$128K ﹤0.01%
+42,257
146 147
148
149 150