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Vanguard Group

Vanguard Group Portfolio holdings

AUM $6.9T
1-Year Est. Return 27.45%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54T
AUM Growth
+$56.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,245
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$1.05B
3 +$805M
4
MCD icon
McDonald's
MCD
+$771M
5
AAPL icon
Apple
AAPL
+$700M

Top Sells

1 +$1.85B
2 +$1.85B
3 +$1.8B
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$874M
5
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$704M

Sector Composition

1 Technology 13.45%
2 Financials 13.42%
3 Healthcare 12.98%
4 Industrials 10.53%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4226
-2,072,594
4227
-126,467
4228
-241,900
4229
-1,845,895
4230
-3,812,729
4231
-1,262,009
4232
-2,810,798
4233
-31,954,627
4234
-13,330
4235
-5,268,202
4236
-9,400
4237
-477
4238
-2,204,826
4239
-706,704
4240
-39,800