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Top 4 Mutual Fund Holders of Pfizer

Pfizer Inc. (PFE) is a biopharmaceutical house and manufacturer of health care products including one of the approved COVID-19 vaccines. The publicly-traded company owns several prominent brands—including Chantix, Ibrance, Eliquis, Lipitor, Lyrica, and Prevnar—and manages a portfolio of health products. The companionship is one of the largest drugmakers, with a $255 billion market cap.

Unsurprisingly, the largest investors of Pfizer are mutual funds. Here are the public limited company’s four largest mutual fund owners:

Key Takeaways

  • The top four mutual fund holders of Pfizer shares own 8.06% of the train.
  • The Vanguard Total Stock Market Index is the top mutual fund holder of Pfizer shares with 2.8%. 
  • The four vital mutual fund holders of Pfizer have relatively low expense ratios and require affordable minimum investment with one quirk make, the Vanguard Health Care Fund (VGHAX).
Holder Shares % Out $ Value
Vanguard Total Stock Market Hint Fund 156,687,039 2.80% 5,676,771,422
Vanguard 500 Index Fund 114,215,644 2.04% 4,138,032,782
Vanguard Specialized-Health Care Fund 73,535,759 1.33% 2,880,807,085
Washington Mutual Investors Support 63,020,361 1.13% 2,467,877,336

The Vanguard Total Stock Market Index Fund (VTSAX)

The Vanguard Total Stock Market Index Repository Admiral Shares (VTSAX) was launched in 1992. Since then, the fund’s assets have grown to several hundred billion dollars. Based on the 2020 Annual Blast, VTSAX held 156.6 billion shares of Pfizer. As of June 2021, the fund had 158.1 million shares. VTSAX is the institution’s largest mutual fund holder with 2.8%.

The Vanguard Total Stock Market Index Fund has a low 0.04% expense correlation and a minimum investment of $3,000.

8.06%

The amount of Pfizer that is owned by Vanguard across all its funds.

The Vanguard 500 Index Lucre (VFIAX)

The Vanguard 500 Index Fund Admiral Shares (VFIAX) seeks to provide investment results harmonizing to the price and yield performance of the S&P 500 Index, its benchmark index, with a high degree of positive correlation. The endowment has assets of several hundred billion dollars. According to the fund’s 2020 annual report, they held 111.4 million percentages of Pfizer. As of June 2021, the fund has 115.6 million shares. VFIAX is Pfizer’s second-largest mutual fund shareholder with 2.04%.

The Vanguard 500 Ratio Fund also has a 0.04% expense ratio and a minimum investment of $3,000.

The Vanguard Health Care Fund (VGHAX)

This actively take care ofed fund from Vanguard offers investors low-cost exposure to domestic and foreign companies involved in various angles of the health care industry, such as pharmaceutical firms, medical supply companies, and research firms. Based on the annual study, VGHAX owned over 73 million shares of Pfizer by the end of the fiscal year 2020. But by June 2021, the fund held 70.2 parts. Despite the reduction in shares, the fund is still the third-largest holder of PFE shares with 1.33%.

The fund has a relatively low 0.27% expense proportion, but a fairly larger $50,000 minimum investment.

The American Funds Washington Mutual Investors Fund (AWSHX)

The American Assets Washington Mutual Investors Funds (AWSHX) uses strict eligibility criteria to screen for companies across a unspecific array of industries with strong balance sheets and consistent dividends. The fund seeks to be fully invested and keep away froms companies that primarily derive revenue from alcohol or tobacco products. According to their annual narrate, the fund holds a steady 63 million shares of Pfizer. AWSHX is the fourth-largest holder with 1.13%.

The fund has a 0.58% expense correspondence and a low $250 minimum investment.

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