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FUND OVERLAP · LOOK-THROUGH

VT vs VV: how much do they really overlap?

VT (Vanguard Total World Stock ETF, tracking the FTSE Global All Cap) and VV (Vanguard Large-Cap ETF, tracking the CRSP US Large Cap) overlap by roughly 87% by weight. 9 of VT's top 10 holdings also appear in VV. A 50/50 blend of the two behaves like about 79 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 VV
A
50/50 blend grade
~79
real bets in a 50/50 blend
You think VT and VV are two funds. By weight they lean on the same names: both hold NVIDIA Corp. (NVDA)4.2% of VT and 7.7% of VV. 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 VV. The weight columns show how much of each fund each name represents.

Holdingin VTin VV
NVDA NVIDIA Corp.4.17%7.65%
AAPL Apple Inc.3.79%7.19%
MSFT Microsoft Corp.2.82%5.25%
AMZN Amazon.com Inc.2.19%4.10%
GOOGL Alphabet Inc. Class A1.89%3.47%
AVGO Broadcom Inc.1.74%3.32%
GOOG Alphabet Inc. Class C1.48%2.73%
META Facebook Inc. Class A1.16%2.17%
TSLA Tesla Inc.1.04%1.92%
MU Micron Technology Inc.0.91%1.71%
LLY Eli Lilly & Co.0.75%1.47%
AMD Advanced Micro Devices Inc.0.70%1.32%
BRK.B Berkshire Hathaway Inc. Class B0.65%1.31%
JPM JPMorgan Chase & Co.0.64%1.19%
XOM Exxon Mobil Corp.0.52%0.95%

+ 26 more shared holdings.

Only in VT

Vanguard Total World Stock ETFglobal all-cap. Its biggest holdings that VV 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 VV

Vanguard Large-Cap ETFUS large-cap. Its biggest holdings that VT doesn’t have:

QCOM QUALCOMM Inc.0.42%
GEV GE Vernova LLC0.41%
KLAC KLA Corp.0.40%
MS Morgan Stanley0.39%
SNDK Sandisk Corp./DE0.39%
RTX RTX Corp.0.38%
WFC Wells Fargo & Co.0.38%
LIN Linde plc0.36%

So — nearly identical. Should you hold both?

VT and VV hold nearly the same stocks in nearly the same proportions — owning both is largely redundant. If you already hold VT, adding VV mostly increases your bet on the names they share rather than spreading it — a 50/50 blend still behaves like only ~79 equal positions, with the top 10 alone at 30% and the Magnificent Seven at 27%.

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

How much do VT and VV overlap?
VT and VV 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 VV. They share 41 of their listed top holdings in total.
Is it redundant to hold both VT and VV?
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 79 positions and a A diversification grade.
What does VV hold that VT doesn't?
VV's largest holdings that VT doesn't hold include QCOM, GEV, KLAC, MS, SNDK. Its category is US large-cap, versus VT's global all-cap.
Which is more concentrated, VT or VV?
VT's top 10 holdings are 58% of its listed weight; VV's are 61%. The more concentrated fund leans harder on its largest names.

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