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
3751
$63K ﹤0.01%
+16,510
3752
$63K ﹤0.01%
+30,693
3753
$61K ﹤0.01%
+4,820
3754
$60K ﹤0.01%
+12,656
3755
$60K ﹤0.01%
+23,813
3756
$60K ﹤0.01%
+17,082
3757
$57K ﹤0.01%
+44,171
3758
$54K ﹤0.01%
+1,815
3759
$53K ﹤0.01%
+10,418
3760
$52K ﹤0.01%
+11,264
3761
$51K ﹤0.01%
+28,565
3762
$50K ﹤0.01%
+25,094
3763
$49K ﹤0.01%
+12,900
3764
$49K ﹤0.01%
+59,900
3765
$49K ﹤0.01%
+31,325
3766
$47K ﹤0.01%
+8,333
3767
$47K ﹤0.01%
+20,357
3768
$44K ﹤0.01%
+4,607
3769
$42K ﹤0.01%
+4,971
3770
$41K ﹤0.01%
+17,230
3771
$39K ﹤0.01%
+25,538
3772
$38K ﹤0.01%
+5,049
3773
$38K ﹤0.01%
+23,900
3774
$38K ﹤0.01%
+69,782
3775
$38K ﹤0.01%
+11,733
148 149 150
151
152