Vanguard Group

Vanguard Group Portfolio holdings

AUM $6.18T
1-Year Est. Return 25.19%
 

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
+25.19%
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
201
$952M 0.1%
+20,951,735
202
$952M 0.1%
+16,911,027
203
$947M 0.1%
+15,524,656
204
$946M 0.1%
+19,692,502
205
$942M 0.1%
+6,507,938
206
$937M 0.1%
+27,436,247
207
$935M 0.1%
+20,260,890
208
$933M 0.1%
+34,309,957
209
$926M 0.1%
+8,536,627
210
$924M 0.1%
+11,566,986
211
$914M 0.1%
+26,289,100
212
$911M 0.1%
+17,557,856
213
$910M 0.1%
+22,271,248
214
$910M 0.1%
+13,682,910
215
$909M 0.1%
+19,367,930
216
$899M 0.09%
+28,701,406
217
$892M 0.09%
+59,830,631
218
$891M 0.09%
+22,580,054
219
$890M 0.09%
+77,681,168
220
$889M 0.09%
+66,594,297
221
$884M 0.09%
+92,797,326
222
$882M 0.09%
+20,978,082
223
$878M 0.09%
+7,071,402
224
$878M 0.09%
+28,388,387
225
$870M 0.09%
+13,517,037
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9
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