ETF and Mutual Fund Analysis

Holdings as of March 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs VTSAX Holdings as of March 31, 2026

ANWFX vs VTSAX: Portfolio Overlap

New Perspective Fund vs Vanguard Total Stock Market Index Fund

32.9%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

ANWFX
276 equity holdings
as of March 31, 2026
VTSAX
3506 equity holdings
as of March 31, 2026
106 stocks held in common
Overlap View Venn Diagram
32.9% OVERLAP ANWFX VTSAX
Overlapping Holdings
10 Top 10 of 106 shared, by overlap contribution
# Stock ANWFX VTSAX Overlap%
1
NVDA
 3.10% 6.44% 3.10%
2
MSFT
 2.70% 4.40% 2.70%
3
AVGO
 2.95% 2.35% 2.35%
4
META
 3.79% 2.00% 2.00%
5
TSLA
 2.66% 1.67% 1.67%
6
GOOG
 1.47% 2.12% 1.47%
7
AMZN
 1.45% 3.22% 1.45%
8
GOOGL
 1.37% 2.68% 1.37%
9
LLY
 1.53% 1.25% 1.25%
10
V
 0.86% 0.80% 0.80%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.26%
AstraZeneca PLC2.09%
Royal Caribbean Cruises Ltd.1.25%
TotalEnergies SE1.20%
SHOP1.15%
Only in VTSAX — VANGUARD TOTAL STOCK MARKET INDEX FUND
StockWeight
XOM1.13%
JNJ0.94%
CVX0.63%
PG0.54%
AMD0.53%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between ANWFX and VTSAX?

ANWFX (New Perspective Fund) and VTSAX (Vanguard Total Stock Market Index Fund) share 32.9% portfolio overlap as of their March 31, 2026 filings, across 106 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do ANWFX and VTSAX invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both ANWFX and VTSAX?

The most prominent shared holdings (by combined weight) are: NVDA, MSFT, AVGO. See the full common-holdings table on this page for weights in each fund.

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