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
926
$151M 0.02%
+11,617,085
927
$151M 0.02%
+2,979,356
928
$150M 0.02%
+2,212,316
929
$150M 0.02%
+7,222,516
930
$150M 0.02%
+7,758,569
931
$150M 0.02%
+6,820,657
932
$150M 0.02%
+5,703,600
933
$150M 0.02%
+3,688,191
934
$150M 0.02%
+4,044,716
935
$150M 0.02%
+5,365,665
936
$149M 0.02%
+2,480,287
937
$149M 0.02%
+3,728,366
938
$149M 0.02%
+3,460,794
939
$148M 0.02%
+1,754,338
940
$148M 0.02%
+3,040,621
941
$148M 0.02%
+4,812,869
942
$147M 0.02%
+4,996,131
943
$147M 0.02%
+3,630,769
944
$147M 0.02%
+2,260,992
945
$147M 0.02%
+1,780,657
946
$146M 0.02%
+1,596,789
947
$146M 0.02%
+11,059,310
948
$146M 0.02%
+857,876
949
$146M 0.02%
+3,549,758
950
$146M 0.02%
+3,493,990
36 37
38
39 40