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FUND OVERLAP · LOOK-THROUGH

VTV vs VV: how much do they really overlap?

VTV (Vanguard Value ETF, tracking the CRSP US Large Cap Value) and VV (Vanguard Large-Cap ETF, tracking the CRSP US Large Cap) overlap by roughly 32% by weight. 10 of VTV's top 10 holdings also appear in VV. A 50/50 blend of the two behaves like about 110 equally-weighted bets (diversification grade A). In short, the two funds share a meaningful core of the same megacaps, but each also brings real exposure the other lacks.

32%
weight overlap
10/10
of VTV’s top 10 also in VV
A
50/50 blend grade
~110
real bets in a 50/50 blend
You think VTV and VV are two funds. By weight they lean on the same names: both hold Micron Technology Inc. (MU)4.2% of VTV and 1.7% of VV. Hold both and MU just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 28 holdings appear in both VTV and VV. The weight columns show how much of each fund each name represents.

Holdingin VTVin VV
MU Micron Technology Inc.4.17%1.71%
BRK.B Berkshire Hathaway Inc. Class B2.82%1.31%
JPM JPMorgan Chase & Co.2.88%1.19%
XOM Exxon Mobil Corp.2.31%0.95%
JNJ Johnson & Johnson2.07%0.85%
WMT Walmart Inc.1.93%0.80%
INTC Intel Corp.1.75%0.72%
CSCO Cisco Systems Inc.1.63%0.67%
CAT Caterpillar Inc.1.55%0.64%
ABBV AbbVie Inc.1.47%0.60%
AMAT Applied Materials Inc.0.68%0.56%
CVX Chevron Corp.1.32%0.54%
UNH UnitedHealth Group Inc.1.31%0.54%
PG Procter & Gamble Co.1.27%0.52%
BAC Bank of America Corp.1.27%0.52%

+ 13 more shared holdings.

Only in VTV

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

C Citigroup Inc.0.80%
ADI Analog Devices Inc.0.77%
PEP PepsiCo Inc.0.75%
TMO Thermo Fisher Scientific Inc.0.70%
AMGN Amgen Inc.0.69%
VZ Verizon Communications Inc.0.69%
DIS Walt Disney Co.0.69%
T AT&T Inc.0.66%

Only in VV

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

NVDA NVIDIA Corp.7.65%
AAPL Apple Inc.7.19%
MSFT Microsoft Corp.5.25%
AMZN Amazon.com Inc.4.10%
GOOGL Alphabet Inc. Class A3.47%
AVGO Broadcom Inc.3.32%
GOOG Alphabet Inc. Class C2.73%
META Facebook Inc. Class A2.17%

So — partly overlapping. Should you hold both?

VTV and VV share a meaningful core of the same megacaps, but each also brings real exposure the other lacks. Held together they keep a shared megacap core but each still pulls in exposure the other lacks, so a 50/50 blend spreads to ~110 effective positions (grade A).

Holdings as of — VTV: 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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VTV vs VV — FAQ

How much do VTV and VV overlap?
VTV and VV overlap by approximately 32% measured by portfolio weight — that is the share of the smaller fund's holdings (by weight) that also sit inside the other. 10 of VTV's 10 largest holdings are also held by VV. They share 28 of their listed top holdings in total.
Is it redundant to hold both VTV and VV?
Because they share a meaningful core of the same megacaps, but each also brings real exposure the other lacks, holding both is partly redundant: you double up on a shared core (MU) while each fund still adds distinct exposure. A 50/50 blend has an effective 110 positions and a A diversification grade.
What does VV hold that VTV doesn't?
VV's largest holdings that VTV doesn't hold include NVDA, AAPL, MSFT, AMZN, GOOGL. Its category is US large-cap, versus VTV's US large-cap value.
Which is more concentrated, VTV or VV?
VTV's top 10 holdings are 41% of its listed weight; VV's are 61%. The more concentrated fund leans harder on its largest names.

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