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
1926
$29.2M ﹤0.01%
+1,195,033
1927
$29M ﹤0.01%
+1,242,339
1928
$29M ﹤0.01%
+3,143,544
1929
$28.8M ﹤0.01%
+6,516,371
1930
$28.8M ﹤0.01%
+1,411,175
1931
$28.7M ﹤0.01%
+759,172
1932
$28.6M ﹤0.01%
+717,770
1933
$28.6M ﹤0.01%
+633,359
1934
$28.6M ﹤0.01%
+1,152,263
1935
$28.5M ﹤0.01%
+6,977,535
1936
$28.5M ﹤0.01%
+40,999
1937
$28.5M ﹤0.01%
+1,186,816
1938
$28.4M ﹤0.01%
+514,809
1939
$28.4M ﹤0.01%
+681,742
1940
$28.4M ﹤0.01%
+2,055,432
1941
$28.4M ﹤0.01%
+451,880
1942
$28.3M ﹤0.01%
+991,551
1943
$28.2M ﹤0.01%
+2,406,531
1944
$28.1M ﹤0.01%
+623,391
1945
$28M ﹤0.01%
+3,613,913
1946
$28M ﹤0.01%
+1,213,683
1947
$28M ﹤0.01%
+573,215
1948
$27.8M ﹤0.01%
+784,699
1949
$27.6M ﹤0.01%
+656,240
1950
$27.4M ﹤0.01%
+2,950,546
76 77
78
79 80