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
3701
$128K ﹤0.01%
+42,257
3702
$126K ﹤0.01%
+88
3703
$125K ﹤0.01%
+8,357
3704
$125K ﹤0.01%
+23,168
3705
$124K ﹤0.01%
+18,858
3706
$124K ﹤0.01%
+94,704
3707
$123K ﹤0.01%
+24,767
3708
$123K ﹤0.01%
+24,586
3709
$121K ﹤0.01%
+86,554
3710
$121K ﹤0.01%
+68,023
3711
$119K ﹤0.01%
+10
3712
$119K ﹤0.01%
+50,579
3713
$119K ﹤0.01%
+33,550
3714
$118K ﹤0.01%
+14,760
3715
$117K ﹤0.01%
+15,898
3716
$116K ﹤0.01%
+23,777
3717
$115K ﹤0.01%
+166,138
3718
$113K ﹤0.01%
+62,977
3719
$112K ﹤0.01%
+67,916
3720
$111K ﹤0.01%
+30,540
3721
$103K ﹤0.01%
+21,888
3722
$101K ﹤0.01%
+10,587
3723
$100K ﹤0.01%
+11,411
3724
$100K ﹤0.01%
+60,110
3725
$97K ﹤0.01%
+40,295
147 148
149
150 151