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
3726
$96K ﹤0.01%
+24,213
3727
$94K ﹤0.01%
+150
3728
$94K ﹤0.01%
+20
3729
$91K ﹤0.01%
+31,769
3730
$91K ﹤0.01%
+34,169
3731
$91K ﹤0.01%
+58,778
3732
$90K ﹤0.01%
+19,850
3733
$89K ﹤0.01%
+85,600
3734
$89K ﹤0.01%
+297,694
3735
$88K ﹤0.01%
+21,817
3736
$87K ﹤0.01%
+187,832
3737
$82K ﹤0.01%
+48,169
3738
$81K ﹤0.01%
+15,604
3739
$81K ﹤0.01%
+27,043
3740
$79K ﹤0.01%
+22,532
3741
$71K ﹤0.01%
+2,114
3742
$71K ﹤0.01%
+59,011
3743
$71K ﹤0.01%
+54,932
3744
$70K ﹤0.01%
+45,157
3745
$69K ﹤0.01%
+256,605
3746
$67K ﹤0.01%
+12,777
3747
$67K ﹤0.01%
+32,023
3748
$66K ﹤0.01%
+76,384
3749
– –
0
3750
$66K ﹤0.01%
+99,780
148 149
150
151 152