VWELX Mutual Fund

NAV$46.61

AUM$12.8B

TER0.24%

Holdings1,664

VWELX Mutual Fund

NAV$46.61

Vanguard Wellington Fund Investor Class

AUM$12.8B

TER0.24%

Holdings1,664

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Holdings Overlap Analysis

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

VWELX Mutual Fund Overlap Analysis

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

VWELX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1664 holdings, VWELX may share significant positions with broad-market funds.

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