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FUND OVERLAP · LOOK-THROUGH

VBR vs VUG: how much do they really overlap?

VBR (Vanguard Small-Cap Value ETF, tracking the CRSP US Small Cap Value) and VUG (Vanguard Growth ETF, tracking the CRSP US Large Cap Growth) overlap by roughly 0% by weight. 0 of VBR's top 10 holdings also appear in VUG. A 50/50 blend of the two behaves like about 70 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

0%
weight overlap
0/10
of VBR’s top 10 also in VUG
A
50/50 blend grade
~70
real bets in a 50/50 blend

The same companies, in both funds

These 0 holdings appear in both VBR and VUG. The weight columns show how much of each fund each name represents.

Holdingin VBRin VUG

Only in VBR

Vanguard Small-Cap Value ETFUS small-cap value. Its biggest holdings that VUG doesn’t have:

FLEX Flex Ltd.1.25%
JBL Jabil Inc.0.82%
TPR Tapestry Inc.0.66%
NRG NRG Energy Inc.0.64%
ATO Atmos Energy Corp.0.63%
UTHR United Therapeutics Corp.0.55%
WSM Williams-Sonoma Inc.0.55%
ILMN Illumina Inc.0.53%

Only in VUG

Vanguard Growth ETFUS large-cap growth. Its biggest holdings that VBR doesn’t have:

NVDA NVIDIA Corp.13.10%
AAPL Apple Inc.12.32%
MSFT Microsoft Corp.8.99%
GOOGL Alphabet Inc. Class A5.95%
AVGO Broadcom Inc.5.17%
AMZN Amazon.com Inc.4.85%
GOOG Alphabet Inc. Class C4.68%
META Facebook Inc. Class A3.73%

So — essentially different. Should you hold both?

VBR and VUG hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~70 effective positions (grade A), because they hold largely different securities.

Holdings as of — VBR: May 31, 2026 (Vanguard); VUG: May 31, 2026 (Vanguard). Refreshed monthly. Overlap is measured across each fund’s largest holdings (top 50); the diffuse long tail barely moves the math.

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VBR vs VUG — FAQ

How much do VBR and VUG overlap?
VBR and VUG overlap by approximately 0% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 0 of VBR's 10 largest holdings are also held by VUG. They share 0 of their listed top holdings in total.
Is it redundant to hold both VBR and VUG?
Because they hold almost none of the same securities — they are complementary, not redundant, holding both is not redundant — each fund covers largely different holdings, so together they broaden your exposure. A 50/50 blend has an effective 70 positions and a A diversification grade.
What does VUG hold that VBR doesn't?
VUG's largest holdings that VBR doesn't hold include NVDA, AAPL, MSFT, GOOGL, AVGO. Its category is US large-cap growth, versus VBR's US small-cap value.
Which is more concentrated, VBR or VUG?
VBR's top 10 holdings are 30% of its listed weight; VUG's are 73%. The more concentrated fund leans harder on its largest names.

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