ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

ANWFX vs VWENX: 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
VWENX
82 equity holdings
as of May 31, 2026
28 stocks held in common
Overlap View Venn Diagram
25.1% OVERLAP ANWFX VWENX
Overlapping Holdings
10 Top 10 of 28 shared, by overlap contribution
# Stock ANWFX VWENX 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 VWENX — VANGUARD WELLINGTON FUND
StockWeight
BLK2.11%
AMD1.77%
MRK1.45%
UBS Group AG1.39%
NDAQ1.37%

Run the full interactive analysis — compare up to 5 funds at once, see Venn diagrams, heatmaps, and more.

Run Full Analysis →
Frequently Asked Questions (FAQs)
What is the portfolio overlap between ANWFX and VWENX?

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

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.

Related Comparisons
ANWFX — New Perspective Fund vs VWELX — VANGUARD WELLINGTON FUNDFSAKX — Strategic Advisers U.S. Total Stock Fund vs VWENX — VANGUARD WELLINGTON FUNDFSKAX — Fidelity Total Market Index Fund vs VWENX — VANGUARD WELLINGTON FUNDVIIIX — VANGUARD INSTITUTIONAL INDEX FUND vs VWENX — VANGUARD WELLINGTON FUNDVTIAX — VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND vs VWENX — VANGUARD WELLINGTON FUNDAMECX — Income Fund of America vs VWENX — VANGUARD WELLINGTON FUND