VGWIX Mutual Fund

NAV$24.29

AUM$100M

TER0.43%

Holdings591

VGWIX Mutual Fund

NAV$24.29

Vanguard Global Wellesley Income Fund Investor Shares

AUM$100M

TER0.43%

Holdings591

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Holdings Overlap Analysis

Compare VGWIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VGWIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VGWIX Mutual Fund Overlap Analysis

VGWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VGWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 591 holdings, VGWIX may share significant positions with broad-market funds.

VGWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGWIX tax-loss harvesting finds highly correlated but non-identical funds.