VWENX Mutual Fund
NAV$80.48
AUM$111.9B
TER0.16%
Holdings1,664
VWENX Mutual Fund
NAV$80.48
Vanguard Wellington Fund Admiral Shares
AUM$111.9B
TER0.16%
Holdings1,664
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VWENX Mutual Fund Overlap Analysis
VWENX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VWENX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1664 holdings, VWENX may share significant positions with broad-market funds.
VWENX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VWENX tax-loss harvesting finds highly correlated but non-identical funds.