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FUND OVERLAP · LOOK-THROUGH

VT vs VTI: how much do they really overlap?

VT (Vanguard Total World Stock ETF, tracking the FTSE Global All Cap) and VTI (Vanguard Total Stock Market ETF, tracking the CRSP US Total Market) overlap by roughly 87% by weight. 9 of VT's top 10 holdings also appear in VTI. A 50/50 blend of the two behaves like about 93 equally-weighted bets (diversification grade A). In short, the two funds hold nearly the same stocks in nearly the same proportions — owning both is largely redundant.

87%
weight overlap
9/10
of VT’s top 10 also in VTI
A
50/50 blend grade
~93
real bets in a 50/50 blend
You think VT and VTI are two funds. By weight they lean on the same names: both hold NVIDIA Corp. (NVDA)4.2% of VT and 6.7% of VTI. Hold both and NVDA just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 41 holdings appear in both VT and VTI. The weight columns show how much of each fund each name represents.

Holdingin VTin VTI
NVDA NVIDIA Corp.4.17%6.70%
AAPL Apple Inc.3.79%6.30%
MSFT Microsoft Corp.2.82%4.60%
AMZN Amazon.com Inc.2.19%3.60%
GOOGL Alphabet Inc. Class A1.89%3.05%
AVGO Broadcom Inc.1.74%2.91%
GOOG Alphabet Inc. Class C1.48%2.39%
META Facebook Inc. Class A1.16%1.90%
TSLA Tesla Inc.1.04%1.69%
MU Micron Technology Inc.0.91%1.50%
LLY Eli Lilly & Co.0.75%1.29%
AMD Advanced Micro Devices Inc.0.70%1.16%
BRK.B Berkshire Hathaway Inc. Class B0.65%1.17%
JPM JPMorgan Chase & Co.0.64%1.04%
XOM Exxon Mobil Corp.0.52%0.83%

+ 26 more shared holdings.

Only in VT

Vanguard Total World Stock ETFglobal all-cap. Its biggest holdings that VTI doesn’t have:

2330 Taiwan Semiconductor Manufacturing Co. Ltd.1.52%
005930 Samsung Electronics Co. Ltd.0.83%
000660 SK hynix Inc0.71%
ASML ASML Holding NV0.53%
700 Tencent Holdings Ltd.0.28%
HSBA HSBC Holdings plc0.27%
NOVN Novartis AG0.24%
AZN AstraZeneca plc0.23%

Only in VTI

Vanguard Total Stock Market ETFtotal US market. Its biggest holdings that VT doesn’t have:

QCOM QUALCOMM Inc.0.37%
GEV GE Vernova LLC0.36%
KLAC KLA Corp.0.35%
MS Morgan Stanley0.34%
SNDK Sandisk Corp./DE0.34%
RTX RTX Corp.0.33%
WFC Wells Fargo & Co.0.33%
PANW Palo Alto Networks Inc.0.32%

So — nearly identical. Should you hold both?

VT and VTI hold nearly the same stocks in nearly the same proportions — owning both is largely redundant. If you already hold VT, adding VTI mostly increases your bet on the names they share rather than spreading it — a 50/50 blend still behaves like only ~93 equal positions, with the top 10 alone at 28% and the Magnificent Seven at 24%.

Holdings as of — VT: May 31, 2026 (Vanguard); VTI: 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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VT vs VTI — FAQ

How much do VT and VTI overlap?
VT and VTI overlap by approximately 87% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 9 of VT's 10 largest holdings are also held by VTI. They share 41 of their listed top holdings in total.
Is it redundant to hold both VT and VTI?
Because they hold nearly the same stocks in nearly the same proportions — owning both is largely redundant, holding both is largely redundant — you mostly duplicate the same megacaps and concentrate rather than diversify. A 50/50 blend has an effective 93 positions and a A diversification grade.
What does VTI hold that VT doesn't?
VTI's largest holdings that VT doesn't hold include QCOM, GEV, KLAC, MS, SNDK. Its category is total US market, versus VT's global all-cap.
Which is more concentrated, VT or VTI?
VT's top 10 holdings are 58% of its listed weight; VTI's are 61%. The more concentrated fund leans harder on its largest names.

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