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FUND OVERLAP · LOOK-THROUGH

VO vs VTV: how much do they really overlap?

VO (Vanguard Mid-Cap ETF, tracking the CRSP US Mid Cap) and VTV (Vanguard Value ETF, tracking the CRSP US Large Cap Value) overlap by roughly 0% by weight. 0 of VO's top 10 holdings also appear in VTV. A 50/50 blend of the two behaves like about 353 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 VO’s top 10 also in VTV
A
50/50 blend grade
~353
real bets in a 50/50 blend

The same companies, in both funds

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

Holdingin VOin VTV

Only in VO

Vanguard Mid-Cap ETFUS mid-cap. Its biggest holdings that VTV 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%

Only in VTV

Vanguard Value ETFUS large-cap value. Its biggest holdings that VO doesn’t have:

MU Micron Technology Inc.4.87%
JPM JPMorgan Chase & Co.3.06%
BRK.B Berkshire Hathaway Inc. Class B2.95%
JNJ Johnson & Johnson2.29%
WMT Walmart Inc.1.86%
CAT Caterpillar Inc.1.84%
ABBV AbbVie Inc.1.66%
CSCO Cisco Systems Inc.1.56%

So — essentially different. Should you hold both?

VO and VTV hold almost none of the same securities — they are complementary, not redundant. Held together they genuinely broaden your exposure — a 50/50 blend reaches ~353 effective positions (grade A), because they hold largely different securities.

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

How much do VO and VTV overlap?
VO and VTV 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 VO's 10 largest holdings are also held by VTV. They share 0 of their listed top holdings in total.
Is it redundant to hold both VO and VTV?
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 353 positions and a A diversification grade.
What does VTV hold that VO doesn't?
VTV's largest holdings that VO doesn't hold include MU, JPM, BRK.B, JNJ, WMT. Its category is US large-cap value, versus VO's US mid-cap.
Which is more concentrated, VO or VTV?
VO's top 10 holdings are 27% of its listed weight; VTV's are 43%. The more concentrated fund leans harder on its largest names.

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