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
51
$3B 0.32%
+83,084,866
52
$2.98B 0.31%
+66,759,571
53
$2.9B 0.3%
+19,192,042
54
$2.9B 0.3%
+29,353,388
55
$2.9B 0.3%
+88,890,963
56
$2.89B 0.3%
+50,306,810
57
$2.86B 0.3%
+131,258,487
58
$2.85B 0.3%
+184,192,629
59
$2.84B 0.3%
+49,650,758
60
$2.83B 0.3%
+37,460,088
61
$2.8B 0.29%
+33,990,309
62
$2.75B 0.29%
+53,425,450
63
$2.65B 0.28%
+17,292,141
64
$2.56B 0.27%
+38,257,128
65
$2.49B 0.26%
+78,108,292
66
$2.44B 0.26%
+59,062,517
67
$2.44B 0.26%
+11,348,173
68
$2.41B 0.25%
+30,444,541
69
$2.38B 0.25%
+42,968,420
70
$2.38B 0.25%
+38,552,204
71
$2.37B 0.25%
+48,339,704
72
$2.35B 0.25%
+99,362,849
73
$2.33B 0.24%
+39,898,042
74
$2.33B 0.24%
+34,457,097
75
$2.33B 0.24%
+46,639,385
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3
4 5