ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

VB vs VWELX: Portfolio Overlap

Vanguard Small-Cap Index Fund vs Vanguard Wellington Fund

0.9%
Weighted portfolio overlap
Low Overlap

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

VB
1312 equity holdings
as of March 31, 2026
VWELX
82 equity holdings
as of May 31, 2026
5 stocks held in common
Overlap View Venn Diagram
0.9% OVERLAP VB VWELX
Overlapping Holdings
5 Sorted by overlap contribution
# Stock VB VWELX Overlap%
1
JBL
 0.37% 0.85% 0.37%
2
USFD
 0.29% 0.47% 0.29%
3
WY
 0.12% 0.15% 0.12%
4
CNC
 0.11% 0.32% 0.11%
5
VIA
 0.00% 0.03% 0.00%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in VB — VANGUARD SMALL-CAP INDEX FUND
StockWeight
EME0.46%
NRG0.44%
ATO0.43%
TPR0.40%
FTI0.39%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
NVDA7.89%
GOOGL7.36%
AAPL6.29%
MSFT5.77%
AMZN5.30%

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

VB (Vanguard Small-Cap Index Fund) and VWELX (Vanguard Wellington Fund) share 0.9% portfolio overlap as of VB's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 5 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 VB and VWELX 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 VB and VWELX?

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

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