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Vanguard

VANGUARD GROUP INC

100 VANGUARD BLVD, MALVERN, PA 19355 • 6106691000

Q2 2025 · Filed 2025-08-11
Market Value
$6.2T
+11.7%
Holdings
7,139
+126
New Purchases
126
Added To
2,428
Closed
2,865
Reduced
1,387
Top 10 Concentration
28.8%
Turnover
41.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.71% 4.30% +1.41% $352.7B
MSFT 5.68% 4.69% +0.98% $350.7B
AVGO 2.16% 1.44% +0.71% $133.3B
META 2.30% 1.99% +0.31% $142.1B
NFLX 0.83% 0.64% +0.19% $51.4B
ORCL 0.58% 0.41% +0.17% $35.9B
AMZN 3.02% 2.86% +0.15% $186.4B
PLTR 0.45% 0.30% +0.15% $28.0B
TSLA 1.29% 1.16% +0.14% $79.9B
COF 0.19% 0.10% +0.09% $12.0B
COIN 0.14% 0.06% +0.08% $8.5B
GEV 0.21% 0.13% +0.08% $13.1B
AMD 0.36% 0.28% +0.07% $21.9B
JPM 1.28% 1.21% +0.07% $78.8B
FLUT 0.08% 0.01% +0.07% $4.9B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.70% 5.63% -0.92% $290.5B
UNH 0.46% 0.86% -0.40% $28.4B
BRK-B 1.20% 1.45% -0.25% $74.4B
XOM 0.75% 0.92% -0.17% $46.5B
LLY 1.01% 1.18% -0.17% $62.7B
ABBV 0.53% 0.66% -0.13% $32.9B
JNJ 0.59% 0.70% -0.12% $36.2B
CVX 0.36% 0.47% -0.11% $22.3B
PG 0.60% 0.71% -0.11% $37.2B
V 0.93% 1.02% -0.09% $57.7B
MRK 0.32% 0.41% -0.09% $20.0B
TMO 0.22% 0.30% -0.08% $13.7B
PEP 0.29% 0.37% -0.07% $18.1B
BMY 0.15% 0.21% -0.07% $9.0B
FI 0.14% 0.20% -0.06% $8.6B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 36.0%
Consumer Cyclical 15.8%
Financial Services 14.1%
Healthcare 11.6%
Industrials 6.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $3.0T 48.6%
Large Cap 888 $2.7T 43.6%
Mid Cap 1,080 $397.9B 6.4%
Small Cap 1,225 $74.8B 1.2%
Micro Cap 1,314 $6.1B 0.1%

Portfolio Analytics

Avg Market Cap
$20.6B
Median Market Cap
$1.4B
Avg P/E
29.7
Median P/E
19.1
Avg Dividend Yield
0.03%
Avg Beta
2.18
# Stocks
4,386
# ETFs / Funds
204

Top Holdings (7,139 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.71% 2,232,444,958 $352.7B $157.99 $115.0B +39,465,689 +1.8%
2 MSFT 5.68% 705,077,786 $350.7B $497.41 $91.2B +13,691,572 +2.0%
3 AAPL 4.70% 1,415,932,804 $290.5B $205.17 -$20.7B +15,141,995 +1.1%
4 AMZN 3.02% 849,721,601 $186.4B $219.39 $28.1B +17,447,045 +2.1%
5 META 2.30% 192,591,101 $142.1B $738.09 $32.0B +1,532,568 +0.8%
6 AVGO 2.16% 483,442,939 $133.3B $275.65 $53.4B +6,222,802 +1.3%
7 GOOGL 1.47% 516,559,609 $91.0B $176.23 $12.2B +6,733,278 +1.3%
8 TSLA 1.29% 251,390,681 $79.9B $317.66 $15.9B +4,502,976 +1.8%
9 JPM 1.28% 271,954,190 $78.8B $289.91 $11.9B -842,398 -0.3%
10 BRK-B 1.20% 153,118,507 $74.4B $485.77 -$5.8B +2,511,428 +1.7%
11 GOOG 1.20% 416,753,033 $73.9B $177.39 $9.6B +5,182,111 +1.3%
12 LLY 1.01% 80,407,430 $62.7B $779.53 -$2.8B +1,183,038 +1.5%
13 V 0.93% 162,544,006 $57.7B $355.05 $1.3B +1,461,575 +0.9%
14 NFLX 0.83% 38,379,084 $51.4B $1,339.13 $16.0B +381,824 +1.0%
15 XOM 0.75% 431,058,875 $46.5B $107.80 -$4.7B +1,111,231 +0.3%
16 MA 0.71% 78,475,807 $44.1B $561.94 $1.6B +931,132 +1.2%
17 COST 0.69% 43,356,271 $42.9B $989.94 $2.6B +711,560 +1.7%
18 WMT 0.68% 431,817,510 $42.2B $97.78 $4.8B +5,856,468 +1.4%
19 PG 0.60% 233,211,283 $37.2B $159.32 -$2.0B +3,189,111 +1.4%
20 JNJ 0.59% 237,047,859 $36.2B $152.75 -$2.6B +3,085,180 +1.3%
21 HD 0.58% 97,978,814 $35.9B $366.64 $562M +1,494,615 +1.5%
22 ORCL 0.58% 164,278,874 $35.9B $218.63 $13.4B +3,353,461 +2.1%
23 ABBV 0.53% 177,298,707 $32.9B $185.62 -$3.5B +3,380,842 +1.9%
24 BAC 0.49% 639,148,493 $30.2B $47.32 $3.5B -2,042,635 -0.3%
25 UNH 0.46% 90,920,375 $28.4B $311.97 -$19.2B +190,790 +0.2%
26 PLTR 0.45% 205,717,666 $28.0B $136.32 $11.3B +7,194,216 +3.6%
27 IBM 0.45% 95,051,475 $28.0B $294.78 $4.9B +1,913,708 +2.1%
28 CSCO 0.44% 393,989,568 $27.3B $69.38 $3.3B +5,039,714 +1.3%
29 PM 0.42% 142,857,055 $26.0B $182.13 $3.7B +2,235,380 +1.6%
30 KO 0.42% 367,441,971 $26.0B $70.75 $127M +6,241,163 +1.7%
31 CRM 0.39% 88,823,481 $24.2B $272.69 $629M +909,853 +1.0%
32 WFC 0.39% 302,092,955 $24.2B $80.12 $2.6B +1,341,222 +0.4%
33 GE 0.38% 91,989,511 $23.7B $257.39 $5.6B +1,482,069 +1.6%
34 ABT 0.38% 172,800,851 $23.5B $136.01 $976M +2,977,715 +1.8%
35 CVX 0.36% 155,828,565 $22.3B $143.19 -$3.8B -557,209 -0.4%
36 AMD 0.36% 154,648,859 $21.9B $141.90 $6.3B +2,281,508 +1.5%
37 INTU 0.35% 27,707,966 $21.8B $787.63 $5.0B +377,657 +1.4%
38 LIN 0.34% 44,638,847 $20.9B $469.18 $294M +292,492 +0.7%
39 VOO 0.34% 36,763,979 $20.9B $568.03 $3.2B +2,313,230 +6.7%
40 MCD 0.34% 71,331,031 $20.8B $292.17 -$1.2B +921,936 +1.3%
41 GS 0.33% 29,041,974 $20.6B $707.75 $4.6B -127,079 -0.4%
42 NOW 0.33% 19,895,063 $20.5B $1,028.08 $4.9B +398,071 +2.0%
43 MRK 0.32% 252,914,426 $20.0B $79.16 -$2.6B +401,045 +0.2%
44 TXN 0.32% 95,447,320 $19.8B $207.62 $2.9B +1,426,360 +1.5%
45 DIS 0.32% 157,501,484 $19.5B $124.01 $4.1B +1,639,123 +1.1%
46 ACN 0.32% 65,129,782 $19.5B $298.89 -$446M +1,315,548 +2.1%
47 T 0.31% 661,355,210 $19.1B $28.94 $728M +10,310,560 +1.6%
48 QCOM 0.30% 114,659,269 $18.3B $159.26 $692M +290,799 +0.3%
49 ISRG 0.29% 33,335,833 $18.1B $543.41 $1.9B +670,302 +2.1%
50 PEP 0.29% 136,936,037 $18.1B $132.04 -$2.2B +1,761,785 +1.3%
51 CAT 0.29% 46,059,617 $17.9B $388.21 $2.6B -155,861 -0.3%
52 VTI 0.29% 58,768,332 $17.9B $303.93 $2.5B +2,851,931 +5.1%
53 RTX 0.29% 122,074,734 $17.8B $146.02 $2.0B +2,238,247 +1.9%
54 UBER 0.29% 189,551,519 $17.7B $93.30 $4.1B +3,025,483 +1.6%
55 BKNG 0.28% 2,962,707 $17.2B $5,789.24 $3.5B +6,245 +0.2%
56 MS 0.27% 119,123,487 $16.8B $140.86 $3.0B +1,354,142 +1.1%
57 VZ 0.26% 372,787,016 $16.1B $43.27 -$570M +4,615,075 +1.3%
58 ADBE 0.26% 41,024,579 $15.9B $386.88 $92M -119,256 -0.3%
59 SPGI 0.26% 30,094,919 $15.9B $527.29 $738M +315,916 +1.1%
60 AMGN 0.24% 53,711,570 $15.0B $279.21 -$1.5B +841,117 +1.6%
61 AXP 0.24% 46,425,262 $14.8B $318.98 $2.5B +581,369 +1.3%
62 NEE 0.24% 212,877,021 $14.8B $69.42 $81M +5,554,603 +2.7%
63 BSX 0.24% 137,134,110 $14.7B $107.41 $1.2B +2,545,381 +1.9%
64 BLK 0.24% 13,991,264 $14.7B $1,049.25 $1.7B +227,192 +1.7%
65 PGR 0.24% 54,516,288 $14.5B $266.86 -$741M +493,332 +0.9%
66 HON 0.23% 62,314,490 $14.5B $232.88 $1.3B +105,035 +0.2%
67 AMAT 0.23% 77,288,026 $14.1B $183.07 $2.9B +110,865 +0.1%
68 C 0.23% 165,851,890 $14.1B $85.12 $2.4B +1,148,451 +0.7%
69 BA 0.23% 66,773,360 $14.0B $209.53 $2.8B +1,118,316 +1.7%
70 AMT 0.23% 63,028,367 $13.9B $221.02 $263M +218,881 +0.3%
71 APH 0.22% 140,532,872 $13.9B $98.75 $3.7B -14,465,908 -9.3%
72 SCHW 0.22% 151,182,081 $13.8B $91.24 $2.2B +2,786,829 +1.9%
73 TMO 0.22% 33,789,164 $13.7B $405.46 -$3.0B +309,207 +0.9%
74 UNP 0.22% 58,840,862 $13.5B $230.08 -$360M +9,580 +0.0%
75 ETN 0.22% 37,674,630 $13.4B $356.99 $3.3B +166,905 +0.4%
76 SYK 0.21% 33,500,571 $13.3B $395.63 $947M +440,607 +1.3%
77 GILD 0.21% 119,364,226 $13.2B $110.87 $71M +1,893,401 +1.6%
78 WELL 0.21% 85,786,487 $13.2B $153.73 -$967M -6,603,846 -7.1%
79 CMCSA 0.21% 369,438,921 $13.2B $35.69 -$401M +1,257,196 +0.3%
80 PANW 0.21% 64,016,374 $13.1B $204.64 $2.4B +1,240,830 +2.0%
81 GEV 0.21% 24,664,571 $13.1B $529.15 $5.6B +271,958 +1.1%
82 PFE 0.21% 533,363,457 $12.9B $24.24 -$328M +10,198,330 +1.9%
83 MU 0.21% 103,879,662 $12.8B $123.25 $3.9B +1,973,294 +1.9%
84 PLD 0.21% 121,741,332 $12.8B $105.12 -$767M +401,922 +0.3%
85 ADP 0.21% 41,300,182 $12.7B $308.40 $226M +350,298 +0.9%
86 LRCX 0.21% 130,609,265 $12.7B $97.34 $3.3B +1,457,163 +1.1%
87 TJX 0.20% 101,141,056 $12.5B $123.49 $260M +727,292 +0.7%
88 CEG 0.20% 38,404,394 $12.4B $322.76 $4.8B +684,076 +1.8%
89 KLAC 0.20% 13,705,296 $12.3B $895.74 $3.1B +140,674 +1.0%
90 LOW 0.20% 54,976,355 $12.2B $221.87 -$539M +366,977 +0.7%
91 DHR 0.19% 60,769,587 $12.0B $197.54 -$292M +788,499 +1.3%
92 COF 0.19% 56,380,913 $12.0B $212.76 $6.2B +24,129,990 +74.8%
93 ADI 0.19% 50,227,231 $12.0B $238.02 $2.0B +761,861 +1.5%
94 CRWD 0.19% 23,430,572 $11.9B $509.31 $3.9B +596,007 +2.6%
95 DE 0.18% 22,372,671 $11.4B $508.49 $1.0B +309,081 +1.4%
96 MDT 0.18% 126,909,406 $11.1B $87.17 -$171M +1,895,165 +1.5%
97 COP 0.18% 121,148,190 $10.9B $89.74 -$1.8B +279,625 +0.2%
98 VRTX 0.17% 23,973,777 $10.7B $445.20 -$716M +482,616 +2.1%
99 CB 0.17% 36,738,895 $10.6B $289.72 -$387M +210,053 +0.6%
100 EQIX 0.17% 13,129,041 $10.4B $795.47 -$80M +222,221 +1.7%

New Positions

SymbolValue% Port
B $1.5B 0.02%
RKLB $1.4B 0.02%
AMRZ $1.1B 0.02%
RAL $639M 0.01%
CRCL $626M 0.01%
EMRAF $579M 0.01%
GLXY $307M —%
OR $191M —%
CIB $139M —%
LION $137M —%
DEA $105M —%
JHX $59M —%
SMA $57M —%
HNGE $52M —%
FWRD $50M —%

Sold Out Positions

SymbolValue% Port
HMY —%
KC —%
NEXA —%
HNVR —%
BILI —%
IXUS —%
CDIO —%
CETX —%
GILT —%
CGNT —%
IOBT —%
BNGO —%
CGEN —%
BLDP —%
IMCR —%
View SEC EDGAR Filings for Vanguard →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms