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FUND OVERLAP · LOOK-THROUGH

VNQ vs VO: how much do they really overlap?

VNQ (Vanguard Real Estate ETF, tracking the MSCI US IMI Real Estate 25/50) and VO (Vanguard Mid-Cap ETF, tracking the CRSP US Mid Cap) overlap by roughly 5% by weight. 3 of VNQ's top 10 holdings also appear in VO. A 50/50 blend of the two behaves like about 82 equally-weighted bets (diversification grade A). In short, the two funds hold almost none of the same securities — they are complementary, not redundant.

5%
weight overlap
3/10
of VNQ’s top 10 also in VO
A
50/50 blend grade
~82
real bets in a 50/50 blend

The same companies, in both funds

These 3 holdings appear in both VNQ and VO. The weight columns show how much of each fund each name represents.

Holdingin VNQin VO
SPG Simon Property Group Inc.3.86%0.66%
DLR Digital Realty Trust Inc.3.28%0.61%
O Realty Income Corp.3.04%0.56%

Only in VNQ

Vanguard Real Estate ETFUS real estate. Its biggest holdings that VO doesn’t have:

VRTPX Vanguard Real Estate II Index Fund Institutional Plus Shares14.42%
WELL Welltower Inc.8.41%
PLD Prologis Inc.6.70%
EQIX Equinix Inc.5.46%
AMT American Tower Corp.4.05%
PSA Public Storage2.67%
VTR Ventas Inc.2.24%
CBRE CBRE Group Inc. Class A2.11%

Only in VO

Vanguard Mid-Cap ETFUS mid-cap. Its biggest holdings that VNQ doesn’t have:

VRT Vertiv Holdings Co. Class A1.22%
WDC Western Digital Corp.1.06%
STX Seagate Technology Holdings plc1.04%
PWR Quanta Services Inc.1.04%
HWM Howmet Aerospace Inc.1.04%
CMI Cummins Inc.0.95%
DDOG Datadog Inc. Class A0.83%
BE Bloom Energy Corp. Class A0.79%

So — essentially different. Should you hold both?

VNQ and VO hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~82 effective positions (grade A), because they hold largely different securities.

Holdings as of — VNQ: Jun 30, 2026 (Vanguard); VO: Jun 30, 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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VNQ vs VO — FAQ

How much do VNQ and VO overlap?
VNQ and VO overlap by approximately 5% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 3 of VNQ's 10 largest holdings are also held by VO. They share 3 of their listed top holdings in total.
Is it redundant to hold both VNQ and VO?
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 82 positions and a A diversification grade.
What does VO hold that VNQ doesn't?
VO's largest holdings that VNQ doesn't hold include VRT, WDC, STX, PWR, HWM. Its category is US mid-cap, versus VNQ's US real estate.
Which is more concentrated, VNQ or VO?
VNQ's top 10 holdings are 62% of its listed weight; VO's are 27%. The more concentrated fund leans harder on its largest names.

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