VGWLX Mutual Fund

NAV$30.11

AUM$334M

TER0.43%

Holdings651

VGWLX Mutual Fund

NAV$30.11

Vanguard Global Wellington Fund Investor Shares

AUM$334M

TER0.43%

Holdings651

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Holdings Overlap Analysis

Compare VGWLX 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 VGWLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VGWLX Mutual Fund Overlap Analysis

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

VGWLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 651 holdings, VGWLX may share significant positions with broad-market funds.

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