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
3726
$94K ﹤0.01%
+150
3727
$94K ﹤0.01%
+20
3728
$91K ﹤0.01%
+31,769
3729
$91K ﹤0.01%
+34,169
3730
$91K ﹤0.01%
+58,778
3731
$90K ﹤0.01%
+19,850
3732
$89K ﹤0.01%
+85,600
3733
$89K ﹤0.01%
+297,694
3734
$88K ﹤0.01%
+21,817
3735
$87K ﹤0.01%
+187,832
3736
$82K ﹤0.01%
+48,169
3737
$81K ﹤0.01%
+15,604
3738
$81K ﹤0.01%
+27,043
3739
$79K ﹤0.01%
+22,532
3740
$71K ﹤0.01%
+2,114
3741
$71K ﹤0.01%
+59,011
3742
$71K ﹤0.01%
+54,932
3743
$70K ﹤0.01%
+45,157
3744
$69K ﹤0.01%
+256,605
3745
$67K ﹤0.01%
+12,777
3746
$67K ﹤0.01%
+32,023
3747
$66K ﹤0.01%
+76,384
3748
– –
0
3749
$66K ﹤0.01%
+99,780
3750
$63K ﹤0.01%
+16,510
148 149
150
151 152