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
3701
$126K ﹤0.01%
+88
3702
$125K ﹤0.01%
+8,357
3703
$125K ﹤0.01%
+23,168
3704
$124K ﹤0.01%
+18,858
3705
$124K ﹤0.01%
+94,704
3706
$123K ﹤0.01%
+24,767
3707
$123K ﹤0.01%
+24,586
3708
$121K ﹤0.01%
+86,554
3709
$121K ﹤0.01%
+68,023
3710
$119K ﹤0.01%
+10
3711
$119K ﹤0.01%
+50,579
3712
$119K ﹤0.01%
+33,550
3713
$118K ﹤0.01%
+14,760
3714
$117K ﹤0.01%
+15,898
3715
$116K ﹤0.01%
+23,777
3716
$115K ﹤0.01%
+166,138
3717
$113K ﹤0.01%
+62,977
3718
$112K ﹤0.01%
+67,916
3719
$111K ﹤0.01%
+30,540
3720
$103K ﹤0.01%
+21,888
3721
$101K ﹤0.01%
+10,587
3722
$100K ﹤0.01%
+11,411
3723
$100K ﹤0.01%
+60,110
3724
$97K ﹤0.01%
+40,295
3725
$96K ﹤0.01%
+24,213
147 148
149
150 151