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
701
$237M 0.02%
+6,072,719
702
$237M 0.02%
+8,467,734
703
$235M 0.02%
+7,362,631
704
$235M 0.02%
+13,683,229
705
$235M 0.02%
+4,683,874
706
$235M 0.02%
+3,085,041
707
$234M 0.02%
+5,475,633
708
$234M 0.02%
+7,549,397
709
$234M 0.02%
+18,483,231
710
$233M 0.02%
+5,784,003
711
$232M 0.02%
+11,387,425
712
$231M 0.02%
+3,495,501
713
$231M 0.02%
+4,284,707
714
$230M 0.02%
+9,664,033
715
$230M 0.02%
+7,010,444
716
$229M 0.02%
+27,997,502
717
$229M 0.02%
+24,569,058
718
$229M 0.02%
+10,132,238
719
$228M 0.02%
+14,172,738
720
$228M 0.02%
+5,197,243
721
$227M 0.02%
+12,925,326
722
$227M 0.02%
+8,426,124
723
$226M 0.02%
+13,461,640
724
$226M 0.02%
+5,777,658
725
$225M 0.02%
+2,589,041
27 28
29
30 31