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VANGUARD GROUP INC

Q4 2025 · Filed 2026-01-29
Market Value
$6.9T
+3.3%
Holdings
4,056
-7
New Purchases
83
Added To
2,212
Closed
99
Reduced
1,471
Top 10 Concentration
31.4%
Turnover
4.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.42% 1.89% +0.52% $165.6B
GOOG 1.93% 1.51% +0.41% $132.1B
LLY 1.28% 0.93% +0.35% $88.1B
AAPL 5.66% 5.37% +0.29% $387.7B
MU 0.44% 0.26% +0.18% $30.4B
AMD 0.50% 0.38% +0.12% $33.9B
TOTB.DE 0.08% 0.00% +0.08% $5.3B
MRK 0.39% 0.32% +0.07% $26.8B
JNJ 0.73% 0.66% +0.06% $49.7B
LRCX 0.33% 0.26% +0.06% $22.5B
AVGO 2.44% 2.38% +0.06% $167.1B
CAT 0.39% 0.33% +0.06% $26.6B
AMAT 0.29% 0.24% +0.05% $19.7B
ISRG 0.28% 0.23% +0.05% $19.0B
CSCO 0.45% 0.41% +0.04% $30.7B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 5.06% 5.48% -0.41% $347.2B
ORCL 0.50% 0.72% -0.22% $34.1B
META 1.93% 2.13% -0.21% $132.0B
NFLX 0.53% 0.70% -0.16% $36.6B
HD 0.50% 0.60% -0.10% $34.3B
NVDA 6.17% 6.25% -0.08% $422.7B
COST 0.55% 0.61% -0.06% $37.6B
RBLX 0.08% 0.13% -0.06% $5.1B
NOW 0.23% 0.28% -0.05% $15.6B
UBER 0.23% 0.28% -0.05% $15.7B
PG 0.50% 0.54% -0.05% $34.0B
COIN 0.09% 0.13% -0.05% $6.0B
HOOD 0.16% 0.20% -0.05% $10.8B
MSTR 0.05% 0.10% -0.04% $3.7B
FI 0.05% 0.09% -0.04% $3.5B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 70 $3.6T 52.5%
Large Cap 883 $2.8T 41.0%
Mid Cap 1,031 $373.9B 5.5%
Small Cap 1,100 $64.0B 0.9%
Micro Cap 972 $4.8B 0.1%

Portfolio Analytics

Avg Market Cap
$25.8B
Median Market Cap
$1.8B
Avg P/E
32.7
Median P/E
19.7
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
3,894
# ETFs / Funds
162

Top Holdings (4,056 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.17% 2,266,683,275 $422.7B $186.50 $7.9B +43,149,475 +1.9%
2 AAPL 5.66% 1,426,283,914 $387.7B $271.86 $31.4B +26,856,752 +1.9%
3 MSFT 5.06% 717,942,580 $347.2B $483.62 -$16.4B +15,955,898 +2.3%
4 AMZN 2.85% 845,400,528 $195.1B $230.82 $8.4B -4,937,929 -0.6%
5 AVGO 2.44% 482,707,302 $167.1B $346.10 $9.1B +3,919,715 +0.8%
6 GOOGL 2.42% 528,969,322 $165.6B $313.00 $40.0B +12,531,695 +2.4%
7 GOOG 1.93% 421,013,782 $132.1B $313.80 $31.6B +8,128,234 +2.0%
8 META 1.93% 199,995,630 $132.0B $660.09 -$9.5B +7,269,279 +3.8%
9 TSLA 1.70% 258,925,024 $116.4B $449.72 $4.2B +6,538,720 +2.6%
10 LLY 1.28% 81,965,974 $88.1B $1,074.68 $26.3B +1,006,885 +1.2%
11 JPM 1.25% 265,758,185 $85.6B $322.22 $1.8B -136,410 -0.1%
12 BRK-B 1.15% 157,103,196 $79.0B $502.65 $1.4B +2,777,083 +1.8%
13 V 0.82% 160,975,832 $56.5B $350.71 $1.9B +1,054,343 +0.7%
14 XOM 0.75% 429,761,518 $51.7B $120.34 $3.3B +287,990 +0.1%
15 JNJ 0.73% 240,349,660 $49.7B $206.95 $5.9B +3,731,074 +1.6%
16 WMT 0.71% 439,957,146 $49.0B $111.41 $4.1B +4,304,436 +1.0%
17 MA 0.67% 79,897,854 $45.6B $570.88 $431M +466,514 +0.6%
18 ABBV 0.60% 180,779,699 $41.3B $228.49 $151M +3,032,438 +1.7%
19 PLTR 0.56% 215,444,098 $38.3B $177.75 -$722M +1,557,828 +0.7%
20 COST 0.55% 43,620,717 $37.6B $862.34 -$2.6B +165,349 +0.4%
21 NFLX 0.53% 390,014,981 $36.6B $93.76 -$9.6B +351,493,659 +912.5%
22 BAC 0.52% 651,076,825 $35.8B $55.00 $3.4B +23,351,183 +3.7%
23 HD 0.50% 99,635,779 $34.3B $344.10 -$5.5B +1,325,748 +1.4%
24 ORCL 0.50% 174,802,084 $34.1B $194.91 -$13.4B +5,841,584 +3.5%
25 PG 0.50% 237,459,756 $34.0B $143.31 -$2.0B +2,829,151 +1.2%
26 AMD 0.50% 158,522,860 $33.9B $214.16 $8.7B +2,525,109 +1.6%
27 CSCO 0.45% 398,943,293 $30.7B $77.03 $3.7B +4,049,893 +1.0%
28 MU 0.44% 106,608,094 $30.4B $285.41 $12.9B +1,954,644 +1.9%
29 UNH 0.44% 91,600,260 $30.2B $330.11 -$1.0B +995,210 +1.1%
30 IBM 0.42% 97,216,131 $28.8B $296.21 $1.8B +1,439,824 +1.5%
31 GE 0.42% 92,731,541 $28.6B $308.03 $879M +699,364 +0.8%
32 CVX 0.41% 182,961,533 $27.9B $152.41 -$656M -828,495 -0.5%
33 WFC 0.40% 296,419,877 $27.6B $93.20 $2.6B -2,108,595 -0.7%
34 MRK 0.39% 254,322,763 $26.8B $105.26 $5.6B +2,185,853 +0.9%
35 CAT 0.39% 46,385,185 $26.6B $572.87 $4.7B +442,164 +1.0%
36 KO 0.38% 374,771,512 $26.2B $69.91 $1.7B +5,886,352 +1.6%
37 GS 0.37% 29,014,431 $25.5B $879.00 $2.7B +418,820 +1.5%
38 VOO 0.36% 39,068,508 $24.5B $627.13 $1.3B +1,141,931 +3.0%
39 CRM 0.35% 89,843,166 $23.8B $264.91 $2.6B +270,913 +0.3%
40 PM 0.34% 145,262,397 $23.3B $160.40 $30M +1,793,949 +1.2%
41 RTX 0.33% 124,986,171 $22.9B $183.40 $2.4B +2,210,950 +1.8%
42 LRCX 0.33% 131,185,330 $22.5B $171.18 $4.9B +211,116 +0.2%
43 MCD 0.32% 72,351,127 $22.1B $305.63 $340M +703,458 +1.0%
44 ABT 0.32% 175,556,716 $22.0B $125.29 -$1.2B +2,402,408 +1.4%
45 MS 0.31% 119,718,100 $21.3B $177.53 $2.4B +1,361,940 +1.1%
46 VTI 0.31% 62,622,049 $21.0B $335.27 $1.2B +2,291,938 +3.8%
47 PEP 0.29% 138,483,870 $19.9B $143.52 $653M +1,612,652 +1.2%
48 TMO 0.29% 34,133,702 $19.8B $579.45 $3.4B +288,296 +0.8%
49 AMAT 0.29% 76,779,340 $19.7B $256.99 $4.1B +330,197 +0.4%
50 QCOM 0.28% 114,144,068 $19.5B $171.05 $643M +647,076 +0.6%
51 LIN 0.28% 44,953,116 $19.2B $426.39 -$2.0B +354,800 +0.8%
52 INTU 0.28% 28,918,438 $19.2B $662.42 -$390M +296,448 +1.0%
53 C 0.28% 163,239,926 $19.0B $116.69 $3.0B +4,938,923 +3.1%
54 ISRG 0.28% 33,613,298 $19.0B $566.36 $4.0B +13,637 +0.0%
55 DIS 0.26% 159,342,154 $18.1B $113.77 $23M +1,220,207 +0.8%
56 AMGN 0.26% 54,838,826 $17.9B $327.31 $2.7B +961,975 +1.8%
57 ACN 0.26% 66,070,930 $17.7B $268.30 $1.6B +854,361 +1.3%
58 NEE 0.25% 216,033,697 $17.3B $80.28 $1.2B +2,234,176 +1.0%
59 WELL 0.25% 92,421,471 $17.2B $185.61 $1.2B +2,643,088 +2.9%
60 APH 0.25% 126,553,498 $17.1B $135.14 $1.6B +1,322,682 +1.1%
61 AXP 0.25% 46,109,777 $17.1B $369.95 $1.8B +93,510 +0.2%
62 APP 0.25% 25,120,575 $16.9B $673.82 -$1.0B +166,117 +0.7%
63 KLAC 0.25% 13,872,663 $16.9B $1,215.08 $1.9B +30,108 +0.2%
64 TXN 0.24% 96,527,471 $16.7B $173.49 -$973M +81,493 +0.1%
65 T 0.24% 664,055,700 $16.5B $24.84 -$2.2B +3,585,661 +0.5%
66 GEV 0.24% 25,023,625 $16.4B $653.57 $1.1B +208,162 +0.8%
67 BKNG 0.23% 2,997,949 $16.1B $5,355.33 -$7M +23,159 +0.8%
68 SPGI 0.23% 30,374,366 $15.9B $522.59 $1.1B +117,728 +0.4%
69 TJX 0.23% 102,733,668 $15.8B $153.61 $1.0B +771,882 +0.8%
70 PLD 0.23% 123,323,290 $15.7B $127.66 $1.8B +1,258,407 +1.0%
71 UBER 0.23% 192,499,602 $15.7B $81.71 -$3.0B +1,670,761 +0.9%
72 NOW 0.23% 101,963,384 $15.6B $153.19 -$3.0B +81,752,460 +404.5%
73 VZ 0.23% 379,402,347 $15.5B $40.73 -$980M +5,497,598 +1.5%
74 BA 0.22% 70,989,438 $15.4B $217.12 $838M +3,460,021 +5.1%
75 BLK 0.22% 14,062,677 $15.1B $1,070.34 -$1.1B +221,123 +1.6%
76 SCHW 0.22% 150,528,952 $15.0B $99.91 $568M -1,056,262 -0.7%
77 INTC 0.22% 404,522,308 $14.9B $36.90 $1.8B +13,692,624 +3.5%
78 GILD 0.22% 121,097,336 $14.9B $122.74 $1.7B +2,113,692 +1.8%
79 ADBE 0.21% 41,283,446 $14.4B $349.99 -$144M -85,949 -0.2%
80 DHR 0.20% 60,978,360 $14.0B $228.92 $1.9B +84,292 +0.1%
81 ADI 0.20% 50,893,276 $13.8B $271.20 $1.4B +503,970 +1.0%
82 COF 0.20% 56,897,238 $13.8B $242.36 $1.8B +360,071 +0.6%
83 UNP 0.20% 59,329,262 $13.7B $231.32 -$144M +659,378 +1.1%
84 CEG 0.20% 38,628,336 $13.6B $353.27 $1.0B +205,712 +0.5%
85 LOW 0.20% 56,230,787 $13.6B $241.16 -$338M +924,625 +1.7%
86 PFE 0.20% 541,346,182 $13.5B $24.90 -$135M +7,031,162 +1.3%
87 NEM 0.20% 134,107,293 $13.4B $99.85 $2.1B +637,996 +0.5%
88 BSX 0.19% 139,685,997 $13.3B $95.35 -$178M +1,436,550 +1.0%
89 ANET 0.19% 101,189,629 $13.3B $131.03 -$1.3B +1,188,799 +1.2%
90 PGR 0.18% 55,261,140 $12.6B $227.72 -$916M +593,612 +1.1%
91 PANW 0.18% 67,929,063 $12.5B $184.20 -$778M +2,659,100 +4.1%
92 MDT 0.18% 128,961,343 $12.4B $96.06 $286M +1,888,381 +1.5%
93 HON 0.18% 63,161,731 $12.3B $195.09 -$757M +1,027,413 +1.6%
94 ETN 0.18% 37,947,566 $12.1B $318.51 -$2.0B +275,228 +0.7%
95 SYK 0.17% 33,907,291 $11.9B $351.47 -$568M +133,892 +0.4%
96 RY 0.17% 67,628,463 $11.5B $170.48 $1.8B +1,290,142 +1.9%
97 CRWD 0.17% 24,216,545 $11.4B $468.76 -$357M +340,047 +1.4%
98 COP 0.16% 120,251,183 $11.3B $93.61 -$79M +408,304 +0.3%
99 AMT 0.16% 63,757,586 $11.2B $175.57 -$1.0B +117,418 +0.2%
100 CB 0.16% 35,819,968 $11.2B $312.12 $842M -805,893 -2.2%

New Positions

SymbolValue% Port
TOTB.DE $5.3B 0.08%
Q $2.2B 0.03%
SOLS $893M 0.01%
MDLN $793M 0.01%
MICC $344M 0.01%
LLYVA $163M —%
BETA $77M —%
ALH $76M —%
NAVN $57M —%
DEC $43M —%
BNDP $39M —%
BLLN $29M —%
YNDX $26M —%
LBRX $25M —%
MPLT $15M —%

Sold Out Positions

SymbolValue% Port
LXP —%
HPP —%
NOA —%
BNAI —%
ASML —%
JD —%
ACET —%
LLYVK —%
BOXL —%
ASRT —%
JRVR —%
MBRX —%
BIAF —%
AUDC —%
SCWO —%
View SEC EDGAR Filings for VANGUARD GROUP INC →

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