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
2401
$8.47M ﹤0.01%
+1,019,260
2402
$8.46M ﹤0.01%
+307,536
2403
$8.42M ﹤0.01%
+356,021
2404
$8.42M ﹤0.01%
+115,961
2405
$8.4M ﹤0.01%
+633,681
2406
$8.38M ﹤0.01%
+440,150
2407
$8.35M ﹤0.01%
+156,442
2408
$8.35M ﹤0.01%
+2,031,167
2409
$8.34M ﹤0.01%
+348,648
2410
$8.32M ﹤0.01%
+26,078
2411
$8.31M ﹤0.01%
+735,957
2412
$8.3M ﹤0.01%
+251,811
2413
$8.3M ﹤0.01%
+1,326,835
2414
$8.29M ﹤0.01%
+184,866
2415
$8.28M ﹤0.01%
+1,382,410
2416
$8.25M ﹤0.01%
+746,473
2417
$8.24M ﹤0.01%
+622,200
2418
$8.23M ﹤0.01%
+992,136
2419
$8.22M ﹤0.01%
+424,414
2420
$8.2M ﹤0.01%
+825,543
2421
$8.2M ﹤0.01%
+673,318
2422
$8.19M ﹤0.01%
+643,632
2423
$8.16M ﹤0.01%
+407,646
2424
$8.16M ﹤0.01%
+1,114,099
2425
$8.15M ﹤0.01%
+1,132,357
95 96
97
98 99