VANGUARD GROUP INCVANGUARD GROUP INC

Institutional investor · Portfolio as of Q3 2024No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Vanguard Capital Management, Vanguard Portfolio Management and 8 other managers.

Top Holdings4,351 positions

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Activity:

APPLE INC

1.3B$313.8B5.6%$231.070.00%
1 qtr
First report
0

MICROSOFT CORP

673.6M$289.9B5.2%$423.610.00%
1 qtr
First report
0

NVIDIA CORPORATION

2.1B$260.3B4.7%$121.120.00%
1 qtr
First report
0

AMAZON COM INC

805.7M$150.1B2.7%$186.330.00%
1 qtr
First report
0

META PLATFORMS INC

189.7M$108.6B1.9%$568.720.00%
1 qtr
First report
0

ALPHABET INC

499.6M$82.9B1.5%$164.690.00%
1 qtr
First report
0

BROADCOM INC

468.6M$80.8B1.4%$169.560.00%
1 qtr
First report
0

ALPHABET INC

407.8M$68.2B1.2%$166.030.00%
1 qtr
First report
0

BERKSHIRE HATHAWAY INC DEL

146.4M$67.4B1.2%$460.260.00%
1 qtr
First report
0

ELI LILLY & CO

73.8M$65.4B1.2%$873.710.00%
1 qtr
First report
0

TESLA INC

239.6M$62.7B1.1%$261.630.00%
1 qtr
First report
0

JPMORGAN CHASE & CO

272.2M$57.4B1.0%$201.350.00%
1 qtr
First report
0

EXXON MOBIL CORP

432.1M$50.7B0.9%$109.940.00%
1 qtr
First report
0

UNITEDHEALTH GROUP INC

85M$49.7B0.9%$557.430.00%
1 qtr
First report
0

VISA INC

152.3M$41.9B0.7%$270.870.00%
1 qtr
First report
0

PROCTER & GAMBLE CO

228.2M$39.5B0.7%$164.100.00%
1 qtr
First report
0

HOME DEPOT INC

94.9M$38.4B0.7%$384.920.00%
1 qtr
First report
0

MASTERCARD INCORPORATED

76.8M$37.9B0.7%$487.200.00%
1 qtr
First report
0

JOHNSON & JOHNSON

231M$37.4B0.7%$153.530.00%
1 qtr
First report
0

COSTCO WHOLESALE CORPORATION

41.7M$37B0.7%$876.880.00%
1 qtr
First report
0
$5.6T
Reported value
4,351
Positions
Q3 2024
Filing
—
HI score
Quarterly 13F Value Change
Not enough history yet
Activity profile
Q3'24

First report: nothing earlier to compare

Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
<1Q100%1-4Q0%1-2Y0%2Y+0%

VANGUARD GROUP INC reported holdings worth $5.6T across 4351 positions as of Q3 2024. Top holdings: AAPL (5.6%), MSFT (5.2%), NVDA (4.7%). Fund DNA: Balanced Allocator.

Top holdings by portfolio weight

Total AUM$5.6T
AAPL5.62%
MSFT5.19%
NVDA4.66%
AMZN2.69%
META1.94%
GOOGL1.48%
AVGO1.45%
GOOG1.22%
BRK/B1.21%
LLY1.17%
Other1.12%

Portfolio allocation by GICS sector

Sectors11
Technology28.94%
Financial Services12.82%
Healthcare11.26%
Consumer Cyclical10.06%
Industrials9.12%
Communication Services7.33%
Consumer Defensive5.44%
Real Estate4.21%
Energy3.59%
Utilities2.73%
Other4.49%

Behavioral investing profile

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Balanced Allocator- primarily Technology, Financial Services, Healthcare
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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