ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

VIIIX vs VWELX: Portfolio Overlap

Vanguard Institutional Index Fund vs Vanguard Wellington Fund

47.7%
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.

VIIIX
503 equity holdings
as of March 31, 2026
VWELX
82 equity holdings
as of May 31, 2026
70 stocks held in common
Overlap View Venn Diagram
47.7% OVERLAP VIIIX VWELX
Overlapping Holdings
10 Top 10 of 70 shared, by overlap contribution
# Stock VIIIX VWELX Overlap%
1
NVDA
 7.60% 7.89% 7.60%
2
AAPL
 6.68% 6.29% 6.29%
3
MSFT
 4.93% 5.77% 4.93%
4
AMZN
 3.65% 5.30% 3.65%
5
GOOGL
 3.00% 7.36% 3.00%
6
AVGO
 2.63% 4.16% 2.63%
7
META
 2.24% 2.59% 2.24%
8
LLY
 1.31% 1.88% 1.31%
9
TSLA
 1.87% 1.24% 1.24%
10
MA
 0.73% 1.52% 0.73%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in VIIIX — VANGUARD INSTITUTIONAL INDEX FUND
StockWeight
GOOG2.40%
BRK.B1.57%
JNJ1.06%
WMT0.98%
V0.88%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
UBS Group AG1.39%
British American Tobacco PLC1.14%
SNOW0.89%
TSM0.83%
Anglo American PLC0.78%

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

VIIIX (Vanguard Institutional Index Fund) and VWELX (Vanguard Wellington Fund) share 47.7% portfolio overlap as of VIIIX's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 70 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 VIIIX 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 VIIIX 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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