ETF and Mutual Fund Analysis

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

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

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

VTI vs VWELX: Portfolio Overlap

Vanguard Total Stock Market Index Fund vs Vanguard Wellington Fund

42.9%
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.

VTI
3506 equity holdings
as of March 31, 2026
VWELX
82 equity holdings
as of May 31, 2026
73 stocks held in common
Overlap View Venn Diagram
42.9% OVERLAP VTI VWELX
Overlapping Holdings
10 Top 10 of 73 shared, by overlap contribution
# Stock VTI VWELX Overlap%
1
NVDA
 6.44% 7.89% 6.44%
2
AAPL
 5.96% 6.29% 5.96%
3
MSFT
 4.40% 5.77% 4.40%
4
AMZN
 3.22% 5.30% 3.22%
5
GOOGL
 2.68% 7.36% 2.68%
6
AVGO
 2.35% 4.16% 2.35%
7
META
 2.00% 2.59% 2.00%
8
LLY
 1.25% 1.88% 1.25%
9
TSLA
 1.67% 1.24% 1.24%
10
NFLX
 0.65% 0.90% 0.65%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in VTI — VANGUARD TOTAL STOCK MARKET INDEX FUND
StockWeight
GOOG2.12%
BRK.B1.37%
JNJ0.94%
WMT0.87%
V0.80%
Only in VWELX — VANGUARD WELLINGTON FUND
StockWeight
UBS Group AG1.39%
British American Tobacco PLC1.14%
TSM0.83%
Anglo American PLC0.78%
GSK PLC0.60%

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

VTI (Vanguard Total Stock Market Index Fund) and VWELX (Vanguard Wellington Fund) share 42.9% portfolio overlap as of VTI's March 31, 2026 filing and VWELX's May 31, 2026 filing, across 73 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 VTI 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 VTI 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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