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 > VWELX vs VWENX Holdings as of May 31, 2026

VWELX vs VWENX: Portfolio Overlap

Vanguard Wellington Fund vs Vanguard Wellington Fund

100.0%
Weighted portfolio overlap
Very High Overlap

The two portfolios are structurally near-identical: most of the weight sits in the same stocks, so holding both concentrates rather than spreads capital. The tier describes what the data shows, not what to do about it.

VWELX
82 equity holdings
as of May 31, 2026
VWENX
82 equity holdings
as of May 31, 2026
82 stocks held in common
Overlap View Venn Diagram
100.0% OVERLAP VWELX VWENX
Overlapping Holdings
10 Top 10 of 82 shared, by overlap contribution
# Stock VWELX VWENX Overlap%
1
NVDA
 7.89% 7.89% 7.89%
2
GOOGL
 7.36% 7.36% 7.36%
3
AAPL
 6.29% 6.29% 6.29%
4
MSFT
 5.77% 5.77% 5.77%
5
AMZN
 5.30% 5.30% 5.30%
6
AVGO
 4.16% 4.16% 4.16%
7
META
 2.59% 2.59% 2.59%
8
BLK
 2.11% 2.11% 2.11%
9
LLY
 1.88% 1.88% 1.88%
10
AMD
 1.77% 1.77% 1.77%

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

VWELX (Vanguard Wellington Fund) and VWENX (Vanguard Wellington Fund) share 100.0% portfolio overlap as of their May 31, 2026 filings, across 82 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 VWELX and VWENX invest in the same stocks?

Almost entirely. These funds hold nearly identical portfolios and offer little differentiation between them.

What are the top stocks held by both VWELX and VWENX?

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

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