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
26
$5.51B 0.58%
+55,689,701
27
$5.36B 0.56%
+69,210,534
28
$5.29B 0.56%
+172,098,386
29
$5.06B 0.53%
+80,163,479
30
$4.99B 0.52%
+81,774,869
31
$4.73B 0.5%
+225,976,512
32
$4.72B 0.5%
+339,636,460
33
$4.56B 0.48%
+63,681,041
34
$4.44B 0.47%
+97,250,348
35
$4.4B 0.46%
+75,279,867
36
$4.02B 0.42%
+44,001,292
37
$3.92B 0.41%
+45,895,556
38
$3.69B 0.39%
+72,049,594
39
$3.58B 0.38%
+47,938,837
40
$3.58B 0.38%
+59,149,941
41
$3.57B 0.38%
+34,874,740
42
$3.51B 0.37%
+35,624,540
43
$3.43B 0.36%
+76,848,907
44
$3.4B 0.36%
+44,075,032
45
$3.32B 0.35%
+94,999,175
46
$3.25B 0.34%
+93,136,079
47
$3.2B 0.34%
+77,519,568
48
$3.19B 0.33%
+55,758,799
49
$3.05B 0.32%
+35,246,530
50
$3.03B 0.32%
+46,283,387
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