Vanguard Group Inc.
The Vanguard Group, Inc., headquartered in Malvern, Pennsylvania, is one of the world's largest investment management firms. Founded in 1975, it is known for its client-owned structure, operating exclusively for the benefit of its investors. Vanguard offers a wide range of mutual funds, ETFs, retirement products, and investment advice to individual investors, institutions, and financial professionals worldwide. As of December 31, 2024, Vanguard has over 50 million investors globally and focuses on low-cost investing.
Investment Strategy
Vanguard's investment strategy centers on providing low-cost, diversified investment solutions with a focus on long-term growth. The firm believes in broad market exposure, minimizing costs, and disciplined investing to help investors achieve their financial goals. Vanguard emphasizes client alignment through its mutual ownership structure, ensuring its interests are directly tied to those of its investors. Portfolio construction is guided by principles including clear goals, balanced asset allocation, minimizing fees, and maintaining long-term investment discipline.
Top Holdings
Equity Positions (4,101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.71% | $352.70B | 2,232,444,958 | $13.06 | $157.99 | +$115.03B |
M MSFT | MICROSOFT CORP | 5.68% | $350.71B | 705,077,786 | $92.24 | $497.41 | +$91.17B |
A AAPL | APPLE INC | 4.70% | $290.51B | 1,415,932,804 | $37.69 | $205.17 | -$20.65B |
A AMZN | AMAZON COM INC | 3.02% | $186.42B | 849,721,601 | $64.11 | $219.39 | +$28.07B |
M META | META PLATFORMS INC | 2.30% | $142.15B | 192,591,101 | $107.29 | $738.09 | +$32.03B |