Vanguard Group Inc Portfolio | Vanguard Group Inc 13F Holdings & Trades (2024)

Vanguard Group Inc Portfolio | Vanguard Group Inc 13F Holdings & Trades (1)Hedge FundPortfolio ManagerPerformance 23Q4AUM# of HoldingsPerformance Rank Allocation
Vanguard Group IncVanguard Group Inc11.03%$4577527790000 4497

Vanguard Group Inc Holdings Map

Top 50 Vanguard Group Inc Holdings

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Buys since Q4 2023:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2023:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Vanguard Group Inc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

Vanguard Group Inc Portfolio | Vanguard Group Inc 13F Holdings & Trades (2024)

FAQs

What stocks does the Vanguard Group Inc own? ›

Top 50 Vanguard Group Inc Holdings
StockCompany NameShares Owned
LLYEli Lilly & Co$ 56.59B
JPMJpmorgan Chase & Co$ 54.30B
XOMExxon Mobil Corp$ 44.63B
UNHUnitedhealth Group Inc$ 41.76B
52 more rows

What are the top 5 holdings in Vanguard? ›

Vanguard Group
  • Top 5 stock holdings are MSFT, AAPL, NVDA, AMZN, META, and represent 18.47% of Vanguard Group's stock portfolio.
  • Added to shares of these 10 stocks: WMT (+$17B), NVDA (+$8.0B), AMZN (+$2.7B), Corpay (+$2.4B), ODFL (+$2.4B), COO (+$2.3B), ABBV (+$1.8B), AVGO (+$1.7B), FLUT (+$1.6B), BAC (+$1.4B).

Who is the biggest investor in Vanguard? ›

Top Institutional Holders
HolderSharesDate Reported
Blackrock Inc.2.13MMar 31, 2024
Dimensional Fund Advisors LP1.85MMar 31, 2024
Vanguard Group Inc1.57MMar 31, 2024
Wellington Management Group, LLP1.51MMar 31, 2024
6 more rows

Is Vanguard an Israeli company? ›

The Vanguard Group, Inc. (commonly known as simply Vanguard), is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023.

Which family owns Vanguard? ›

Vanguard set out in 1975 under a radical ownership structure that remains unique in the asset management industry. Our company is owned by its member funds, which in turn are owned by fund shareholders. With no outside owners to satisfy, we focus squarely on meeting the investment needs of our clients.

Who owns BlackRock and Vanguard? ›

BlackRock's largest institutional shareholders are Vanguard Group, BlackRock itself, State Street Global Advisors, Temasek Holdings, and Bank of America. Blackrock's investment in its BLK shares represents only a tiny fraction (0.2%) of the company's holdings.

Who is bigger than Vanguard? ›

Vanguard is the world's second-largest investment company or brokerage firm, offering a range of active and passive options, as well as a competitive fee structure and other attractive selling points. BlackRock, Inc. is the world's largest investment firm and asset manager.

Is Vanguard a good investment company? ›

Vanguard is the king of low-cost investing, making it ideal for buy-and-hold investors and retirement savers. But beginner investors and active traders will find the broker falls short despite its $0 stock trading commission, due to the lack of a strong trading platform and accessible educational resources.

Which Vanguard fund has the highest return? ›

Top performing investment funds owned by Vanguard worldwide 2024, by one-year return. As of May 2024, the Vanguard Communication Services Index Fund provided the highest one-year return rate. The Vanguard Mega Cap Growth Index ranked second having a one-year return rate of 37.4 percent.

Which stocks does Bill Gates own? ›

Table of Contents
  • Microsoft (MSFT)
  • Waste Management (WM)
  • Berkshire Hathaway (BRK.B)
  • Canadian National Railway (CNI)
  • Caterpillar Inc. ( CAT)
  • Deere & Company (DE)
  • Ecolab (ECL)
  • Coca-Cola FEMSA, S.A.B. de C.V. (KOF)

Is Vanguard financially stable? ›

About Vanguard

Vanguard's mission is to "take a stand for all investors, to treat them fairly, and to give them the best chance for investment success."6 It prides itself on its stability, transparency, low costs, and risk management.

Who is bigger Fidelity or Vanguard? ›

Fidelity boasts over 50 million individual investors and $13.7 trillion in assets under administration (AUA).1 Meanwhile, Vanguard also has more than 50 million investors and $8.6 trillion in assets under management.2 Both brokers have solid industry reputations and offer a large selection of low-cost mutual funds, ...

Who runs Vanguard now? ›

Tim Buckley is chairman and chief executive officer of Vanguard. Mortimer (Tim) Buckley is chairman of the board and chief executive officer of Vanguard.

Is Vanguard American or British? ›

It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

Who owns Fidelity? ›

The Boston-based Johnson family owns 49% of mutual fund company Fidelity. The other 51% is owned by employees. Abigail Johnson is the third generation of the family to run the company. She took over from her father Edward "Ned" Johnson III in 2014.

What companies are owned by BlackRock? ›

BlackRock
  • Top 5 stock holdings are MSFT, AAPL, NVDA, AMZN, META, and represent 17.85% of BlackRock's stock portfolio.
  • Added to shares of these 10 stocks: WMT (+$12B), SPY (+$8.4B), MSFT (+$5.1B), AMZN (+$4.5B), AVGO (+$4.4B), UBER (+$2.8B), NVDA (+$2.5B), EFA (+$2.2B), ODFL (+$2.1B), JPM (+$2.0B).

What does Vanguard invest in? ›

Your portfolio, your way

In your Vanguard account you can invest in mutual funds, ETFs, stocks, bonds, and more. See all the types of products you can choose from to build your portfolio.

How much of Unilever does Vanguard own? ›

Shareholders
NameEquitiesValuation
The Vanguard Group, Inc. 3.535 %88,560,0004 591 M p
BlackRock Fund Advisors 2.635 %66,026,0003 423 M p
Legal & General Investment Management Ltd. 1.340 %33,575,7621 741 M p
BlackRock Advisors (UK) Ltd. 1.205 %30,189,0001 565 M p
6 more rows

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