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
3776
$36K ﹤0.01%
+108,123
3777
$35K ﹤0.01%
+27,058
3778
$33K ﹤0.01%
+6,013
3779
$32K ﹤0.01%
+31,670
3780
$31K ﹤0.01%
+1,350
3781
$31K ﹤0.01%
+7,339
3782
$30K ﹤0.01%
+31,013
3783
$28K ﹤0.01%
+18,795
3784
$28K ﹤0.01%
+14,500
3785
$21K ﹤0.01%
+15,433
3786
$18K ﹤0.01%
+33,558
3787
$17K ﹤0.01%
+5,554
3788
$15K ﹤0.01%
+17,157
3789
$15K ﹤0.01%
+1
3790
$13K ﹤0.01%
+7
3791
$11K ﹤0.01%
+134
3792
$2K ﹤0.01%
+31,100
148 149 150 151
152