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
$1.7T
AUM Growth
+$92.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,202
New
Increased
Reduced
Closed

Top Sells

1 +$3.22B
2 +$1.06B
3 +$936M
4
DHR icon
Danaher
DHR
+$765M
5
MDVN
MEDIVATION, INC.
MDVN
+$728M

Sector Composition

1 Technology 13.85%
2 Financials 13.68%
3 Healthcare 13.06%
4 Industrials 10.26%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$42.9M ﹤0.01%
1,136,658
+130,106
2002
$42.8M ﹤0.01%
1,903,527
+47,809
2003
$42.8M ﹤0.01%
+3,242,073
2004
$42.7M ﹤0.01%
647,413
+63,540
2005
$42.7M ﹤0.01%
16,239,122
+322,394
2006
$42.5M ﹤0.01%
4,853,783
-4,049
2007
$42.3M ﹤0.01%
1,556,291
+27,507
2008
$42.1M ﹤0.01%
4,549,380
-77,730
2009
$42M ﹤0.01%
1,010,791
+14,040
2010
$42M ﹤0.01%
4,189,840
-158,877
2011
$41.9M ﹤0.01%
2,657,438
+160,899
2012
$41.9M ﹤0.01%
1,224,013
+20,525
2013
$41.8M ﹤0.01%
2,495,077
+119,075
2014
$41.8M ﹤0.01%
4,868,211
+118,169
2015
$41.7M ﹤0.01%
1,714,589
+303,637
2016
$41.6M ﹤0.01%
1,400,641
+32,908
2017
$41.4M ﹤0.01%
2,204,380
+35,781
2018
$41.4M ﹤0.01%
1,695,937
+87,186
2019
$41.2M ﹤0.01%
2,011,515
+41,916
2020
$41.1M ﹤0.01%
4,008,726
-514,027
2021
$40.9M ﹤0.01%
2,081,630
+62,829
2022
$40.9M ﹤0.01%
1,661,158
+645,631
2023
$40.9M ﹤0.01%
3,748,253
+93,166
2024
$40.8M ﹤0.01%
2,195,588
+77,443
2025
$40.8M ﹤0.01%
1,176,675
+239,050