ETF and Mutual Fund Analysis

Holdings as of May 31, 2026

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > FDGRX vs VWELX Holdings as of May 31, 2026

FDGRX vs VWELX: Portfolio Overlap

Fidelity Growth Company Fund vs Vanguard Wellington Fund

45.0%
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.

FDGRX
507 equity holdings
as of May 31, 2026
VWELX
82 equity holdings
as of May 31, 2026
45 stocks held in common
Overlap View Venn Diagram
45.0% OVERLAP FDGRX VWELX
Overlapping Holdings
10 Top 10 of 45 shared, by overlap contribution
# Stock FDGRX VWELX Overlap%
1
NVDA
 15.80% 7.89% 7.89%
2
AAPL
 7.58% 6.29% 6.29%
3
MSFT
 5.95% 5.77% 5.77%
4
AMZN
 5.31% 5.30% 5.30%
5
GOOGL
 4.44% 7.36% 4.44%
6
META
 2.83% 2.59% 2.59%
7
AVGO
 2.29% 4.16% 2.29%
8
LLY
 2.25% 1.88% 1.88%
9
TSLA
 1.69% 1.24% 1.24%
10
NFLX
 0.87% 0.90% 0.87%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in FDGRX — Fidelity Growth Company Fund
StockWeight
SNDK3.90%
CIEN3.77%
GOOG3.13%
Space Exploration Technologies2.39%
P1.38%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
MRK1.45%
UBS Group AG1.39%
NDAQ1.37%
DVN1.29%
SPG1.28%

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

FDGRX (Fidelity Growth Company Fund) and VWELX (Vanguard Wellington Fund) share 45.0% portfolio overlap as of their May 31, 2026 filings, across 45 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 FDGRX 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 FDGRX and VWELX?

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

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