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
2451
$7.72M ﹤0.01%
+433,024
2452
$7.68M ﹤0.01%
+1,013,198
2453
$7.67M ﹤0.01%
+249,853
2454
$7.66M ﹤0.01%
+6,435,288
2455
$7.65M ﹤0.01%
+265,980
2456
$7.63M ﹤0.01%
+902,958
2457
$7.58M ﹤0.01%
+301,503
2458
$7.58M ﹤0.01%
+1,149,971
2459
$7.58M ﹤0.01%
+271,528
2460
$7.58M ﹤0.01%
+547,328
2461
$7.54M ﹤0.01%
+83,807
2462
$7.51M ﹤0.01%
+183,124
2463
$7.5M ﹤0.01%
+506,640
2464
$7.48M ﹤0.01%
+2,239,447
2465
$7.48M ﹤0.01%
+723,156
2466
$7.46M ﹤0.01%
+710,362
2467
$7.45M ﹤0.01%
+525,767
2468
$7.41M ﹤0.01%
+854,908
2469
$7.4M ﹤0.01%
+716,259
2470
$7.34M ﹤0.01%
+1,449,798
2471
$7.32M ﹤0.01%
+395,106
2472
$7.32M ﹤0.01%
+238,284
2473
$7.28M ﹤0.01%
+576,245
2474
$7.26M ﹤0.01%
+475,066
2475
$7.26M ﹤0.01%
+340,231
97 98
99
100 101