ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

FCNTX vs VWENX: Portfolio Overlap

Fidelity Contrafund vs Vanguard Wellington Fund

38.9%
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.

FCNTX
389 equity holdings
as of March 31, 2026
VWENX
82 equity holdings
as of May 31, 2026
46 stocks held in common
Overlap View Venn Diagram
38.9% OVERLAP FCNTX VWENX
Overlapping Holdings
10 Top 10 of 46 shared, by overlap contribution
# Stock FCNTX VWENX Overlap%
1
NVDA
 9.48% 7.89% 7.89%
2
AMZN
 5.76% 5.30% 5.30%
3
GOOGL
 3.91% 7.36% 3.91%
4
MSFT
 2.99% 5.77% 2.99%
5
META
 10.35% 2.59% 2.59%
6
AAPL
 2.35% 6.29% 2.35%
7
AVGO
 1.88% 4.16% 1.88%
8
LLY
 1.84% 1.88% 1.84%
9
GE
 1.11% 1.12% 1.11%
10
APH
 2.09% 1.05% 1.05%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FCNTX — Fidelity Contrafund
StockWeight
Space Exploration Technologies5.13%
Berkshire Hathaway Inc4.15%
GOOG2.42%
V1.30%
GEV1.29%
Only in VWENX — VANGUARD WELLINGTON FUND
StockWeight
BLK2.11%
UBS Group AG1.39%
NDAQ1.37%
DVN1.29%
SPG1.28%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between FCNTX and VWENX?

FCNTX (Fidelity Contrafund) and VWENX (Vanguard Wellington Fund) share 38.9% portfolio overlap as of FCNTX's March 31, 2026 filing and VWENX's May 31, 2026 filing, across 46 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 FCNTX 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 FCNTX and VWENX?

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

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