ETF and Mutual Fund Analysis

Holdings as of April 30, 2026 (AWSHX) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > AWSHX vs VWELX Holdings as of April 30, 2026 (AWSHX) and May 31, 2026 (VWELX)

AWSHX vs VWELX: Portfolio Overlap

Washington Mutual Investors Fund vs Vanguard Wellington Fund

32.7%
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.

AWSHX
198 equity holdings
as of April 30, 2026
VWELX
82 equity holdings
as of May 31, 2026
37 stocks held in common
Overlap View Venn Diagram
32.7% OVERLAP AWSHX VWELX
Overlapping Holdings
10 Top 10 of 37 shared, by overlap contribution
# Stock AWSHX VWELX Overlap%
1
MSFT
 4.82% 5.77% 4.82%
2
AVGO
 7.79% 4.16% 4.16%
3
AAPL
 2.52% 6.29% 2.52%
4
GOOGL
 2.09% 7.36% 2.09%
5
NVDA
 1.70% 7.89% 1.70%
6
LLY
 1.69% 1.88% 1.69%
7
META
 1.41% 2.59% 1.41%
8
GE
 1.20% 1.12% 1.12%
9
NOC
 1.28% 0.96% 0.96%
10
WELL
 1.78% 0.96% 0.96%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in AWSHX — Washington Mutual Investors Fund
StockWeight
BAC1.66%
MRSH1.63%
GOOG1.61%
RTX1.42%
BTI1.40%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
AMD1.77%
MU1.69%
UBS Group AG1.39%
NDAQ1.37%
DVN1.29%

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

AWSHX (Washington Mutual Investors Fund) and VWELX (Vanguard Wellington Fund) share 32.7% portfolio overlap as of AWSHX's April 30, 2026 filing and VWELX's May 31, 2026 filing, across 37 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 AWSHX 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 AWSHX and VWELX?

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

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