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
1101
$111M 0.01%
+3,205,378
1102
$111M 0.01%
+2,846,244
1103
$111M 0.01%
+4,016,101
1104
$111M 0.01%
+2,287,951
1105
$111M 0.01%
+1,528,860
1106
$111M 0.01%
+5,090,267
1107
$110M 0.01%
+2,753,179
1108
$110M 0.01%
+7,778,645
1109
$110M 0.01%
+3,349,935
1110
$110M 0.01%
+1,121,025
1111
$110M 0.01%
+2,195,156
1112
$110M 0.01%
+6,684,266
1113
$110M 0.01%
+4,211,484
1114
$110M 0.01%
+2,053,683
1115
$110M 0.01%
+1,729,685
1116
$110M 0.01%
+1,276,695
1117
$109M 0.01%
+3,726,920
1118
$109M 0.01%
+2,692,973
1119
$109M 0.01%
+2,113,040
1120
$109M 0.01%
+5,635,680
1121
$109M 0.01%
+4,623,946
1122
$108M 0.01%
+5,336,825
1123
$108M 0.01%
+2,919,742
1124
$108M 0.01%
+1,930,086
1125
$108M 0.01%
+3,829,143
43 44
45
46 47