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 > DODGX vs VIIIX Holdings as of March 31, 2026

DODGX vs VIIIX: Portfolio Overlap

Dodge & Cox Stock Fund vs Vanguard Institutional Index Fund

16.6%
Weighted portfolio overlap
Low Overlap

Low Overlap. The two portfolios have highly distinct allocations: little of the weight sits in the same stocks.

DODGX
86 equity holdings
as of March 31, 2026
VIIIX
503 equity holdings
as of March 31, 2026
61 stocks held in common
Overlap View Venn Diagram
16.6% OVERLAP DODGX VIIIX
Overlapping Holdings
10 Top 10 of 61 shared, by overlap contribution
# Stock DODGX VIIIX Overlap%
1
MSFT
 2.50% 4.93% 2.50%
2
GOOGL
 2.11% 3.00% 2.11%
3
AMZN
 1.79% 3.65% 1.79%
4
META
 1.76% 2.24% 1.76%
5
GOOG
 1.42% 2.40% 1.42%
6
RTX
 4.10% 0.46% 0.46%
7
WFC
 1.57% 0.44% 0.44%
8
UNH
 1.55% 0.44% 0.44%
9
GS
 0.75% 0.43% 0.43%
10
GILD
 2.22% 0.31% 0.31%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in DODGX — Dodge & Cox Stock Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd2.52%
GSK PLC2.09%
SUNB1.52%
Anheuser-Busch Inbev SA/NV1.35%
SUI1.20%
Only in VIIIX — VANGUARD INSTITUTIONAL INDEX FUND
StockWeight
NVDA7.60%
AAPL6.68%
AVGO2.63%
TSLA1.87%
BRK.B1.57%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between DODGX and VIIIX?

DODGX (Dodge & Cox Stock Fund) and VIIIX (Vanguard Institutional Index Fund) share 16.6% portfolio overlap as of their March 31, 2026 filings, across 61 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 DODGX and VIIIX invest in the same stocks?

Mostly not. Only a small portion of their portfolios overlaps — these funds hold largely different stocks and genuinely diversify each other.

What are the top stocks held by both DODGX and VIIIX?

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

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