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
2101
$18.1M ﹤0.01%
+53,789
2102
$18M ﹤0.01%
+1,291,608
2103
$18M ﹤0.01%
+738,500
2104
$18M ﹤0.01%
+2,053,052
2105
$18M ﹤0.01%
+343,241
2106
$17.9M ﹤0.01%
+684,506
2107
$17.8M ﹤0.01%
+1,189,153
2108
$17.8M ﹤0.01%
+1,565,693
2109
$17.6M ﹤0.01%
+403,117
2110
$17.6M ﹤0.01%
+2,664,619
2111
$17.6M ﹤0.01%
+1,975,078
2112
$17.5M ﹤0.01%
+509,922
2113
$17.5M ﹤0.01%
+2,314,876
2114
$17.4M ﹤0.01%
+2,393,621
2115
$17.4M ﹤0.01%
+1,052,950
2116
$17.3M ﹤0.01%
+3,807,191
2117
$17.3M ﹤0.01%
+635,038
2118
$17.2M ﹤0.01%
+813,333
2119
$17.2M ﹤0.01%
+657,555
2120
$17.2M ﹤0.01%
+747,778
2121
$17.1M ﹤0.01%
+4,015,499
2122
$17M ﹤0.01%
+305,118
2123
$17M ﹤0.01%
+4,034,955
2124
$17M ﹤0.01%
+486,159
2125
$17M ﹤0.01%
+1,272,547
83 84
85
86 87