ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ANWFX) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs VWELX Holdings as of March 31, 2026 (ANWFX) and May 31, 2026 (VWELX)

ANWFX vs VWELX: Portfolio Overlap

New Perspective Fund vs Vanguard Wellington Fund

25.1%
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
VWELX
82 equity holdings
as of May 31, 2026
28 stocks held in common
Overlap View Venn Diagram
25.1% OVERLAP ANWFX VWELX
Overlapping Holdings
10 Top 10 of 28 shared, by overlap contribution
# Stock ANWFX VWELX Overlap%
1
NVDA
 3.10% 7.89% 3.10%
2
AVGO
 2.95% 4.16% 2.95%
3
MSFT
 2.70% 5.77% 2.70%
4
META
 3.79% 2.59% 2.59%
5
LLY
 1.53% 1.88% 1.53%
6
AMZN
 1.45% 5.30% 1.45%
7
GOOGL
 1.37% 7.36% 1.37%
8
TSLA
 2.66% 1.24% 1.24%
9
NOC
 0.96% 0.96% 0.96%
10
GE
 0.75% 1.12% 0.75%
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%
GOOG1.47%
Royal Caribbean Cruises Ltd.1.25%
TotalEnergies SE1.20%
SHOP1.15%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
BLK2.11%
AMD1.77%
MRK1.45%
UBS Group AG1.39%
NDAQ1.37%

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

ANWFX (New Perspective Fund) and VWELX (Vanguard Wellington Fund) share 25.1% portfolio overlap as of ANWFX's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 28 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 VWELX 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 VWELX?

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

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