ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (IWF) and May 31, 2026 (VWELX)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > IWF vs VWELX Holdings as of March 31, 2026 (IWF) and May 31, 2026 (VWELX)

IWF vs VWELX: Portfolio Overlap

iShares Russell 1000 Growth ETF vs Vanguard Wellington Fund

47.6%
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.

IWF
387 equity holdings
as of March 31, 2026
VWELX
82 equity holdings
as of May 31, 2026
35 stocks held in common
Overlap View Venn Diagram
47.6% OVERLAP IWF VWELX
Overlapping Holdings
10 Top 10 of 35 shared, by overlap contribution
# Stock IWF VWELX Overlap%
1
NVDA
 12.95% 7.89% 7.89%
2
AAPL
 11.66% 6.29% 6.29%
3
MSFT
 8.84% 5.77% 5.77%
4
AMZN
 4.67% 5.30% 4.67%
5
AVGO
 4.80% 4.16% 4.16%
6
GOOGL
 3.54% 7.36% 3.54%
7
META
 3.46% 2.59% 2.59%
8
LLY
 2.66% 1.88% 1.88%
9
MA
 1.45% 1.52% 1.45%
10
TSLA
 3.55% 1.24% 1.24%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in IWF — iShares Russell 1000 Growth ETF
StockWeight
GOOG2.88%
V1.84%
COST1.60%
ABBV1.39%
PLTR1.15%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
BLK2.11%
MU1.69%
MRK1.45%
INTC1.43%
UBS Group AG1.39%

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

IWF (iShares Russell 1000 Growth ETF) and VWELX (Vanguard Wellington Fund) share 47.6% portfolio overlap as of IWF's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 35 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 IWF 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 IWF 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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