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
3751
$63K ﹤0.01%
+30,693
3752
$61K ﹤0.01%
+4,820
3753
$60K ﹤0.01%
+12,656
3754
$60K ﹤0.01%
+23,813
3755
$60K ﹤0.01%
+17,082
3756
$57K ﹤0.01%
+44,171
3757
$54K ﹤0.01%
+1,815
3758
$53K ﹤0.01%
+10,418
3759
$52K ﹤0.01%
+11,264
3760
$51K ﹤0.01%
+28,565
3761
$50K ﹤0.01%
+25,094
3762
$49K ﹤0.01%
+12,900
3763
$49K ﹤0.01%
+59,900
3764
$49K ﹤0.01%
+31,325
3765
$47K ﹤0.01%
+8,333
3766
$47K ﹤0.01%
+20,357
3767
$44K ﹤0.01%
+4,607
3768
$42K ﹤0.01%
+4,971
3769
$41K ﹤0.01%
+17,230
3770
$39K ﹤0.01%
+25,538
3771
$38K ﹤0.01%
+5,049
3772
$38K ﹤0.01%
+23,900
3773
$38K ﹤0.01%
+69,782
3774
$38K ﹤0.01%
+11,733
3775
$37K ﹤0.01%
+31,769
148 149 150
151
152