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
2201
$13.8M ﹤0.01%
+620,129
2202
$13.7M ﹤0.01%
+2,521,447
2203
$13.6M ﹤0.01%
+629,091
2204
$13.6M ﹤0.01%
+1,574,054
2205
$13.5M ﹤0.01%
+352,638
2206
$13.5M ﹤0.01%
+740,397
2207
$13.4M ﹤0.01%
+969,687
2208
$13.4M ﹤0.01%
+520,491
2209
$13.4M ﹤0.01%
+959,656
2210
$13.4M ﹤0.01%
+812,622
2211
$13.3M ﹤0.01%
+1,284,366
2212
$13.3M ﹤0.01%
+2,164,471
2213
$13.2M ﹤0.01%
+1,512,144
2214
$13.1M ﹤0.01%
+760,529
2215
$13.1M ﹤0.01%
+2,097,780
2216
$13.1M ﹤0.01%
+779,111
2217
$13.1M ﹤0.01%
+1,504,220
2218
$13.1M ﹤0.01%
+890,906
2219
$13M ﹤0.01%
+222,510
2220
$13M ﹤0.01%
+758,295
2221
$13M ﹤0.01%
+636,215
2222
$13M ﹤0.01%
+3,274,494
2223
$13M ﹤0.01%
+540,362
2224
$12.9M ﹤0.01%
+335,762
2225
$12.9M ﹤0.01%
+764,433
87 88
89
90 91