Meshfolio
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 33% by weight. 10 of VTV's top 10 holdings also appear in VV. A 50/50 blend of the two behaves like about 116 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.

33%
weight overlap
10/10
of VTV’s top 10 also in VV
A
50/50 blend grade
~116
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)4.9% of VTV and 2.1% of VV. Hold both and MU just becomes a bigger single bet, not a more diversified one.

The same companies, in both funds

These 26 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.4.87%2.06%
BRK.B Berkshire Hathaway Inc. Class B2.95%1.40%
JPM JPMorgan Chase & Co.3.06%1.29%
JNJ Johnson & Johnson2.29%0.97%
INTC Intel Corp.1.05%0.89%
WMT Walmart Inc.1.86%0.78%
CAT Caterpillar Inc.1.84%0.77%
ABBV AbbVie Inc.1.66%0.70%
CSCO Cisco Systems Inc.1.56%0.66%
GE General Electric Co.0.73%0.62%
UNH UnitedHealth Group Inc.1.41%0.60%
BAC Bank of America Corp.1.36%0.57%
HD Home Depot Inc.1.32%0.56%
PG Procter & Gamble Co.1.28%0.54%
MRK Merck & Co. Inc.1.19%0.50%

+ 11 more shared holdings.

Only in VTV

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

AMGN Amgen Inc.0.73%
QCOM QUALCOMM Inc.0.73%
ADI Analog Devices Inc.0.72%
TMO Thermo Fisher Scientific Inc.0.70%
PEP PepsiCo Inc.0.69%
AXP American Express Co.0.69%
NEE NextEra Energy Inc.0.65%
DIS Walt Disney Co.0.63%

Only in VV

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

NVDA NVIDIA Corp.7.26%
AAPL Apple Inc.6.71%
MSFT Microsoft Corp.4.38%
AMZN Amazon.com Inc.3.64%
GOOGL Alphabet Inc. Class A3.31%
AVGO Broadcom Inc.2.82%
GOOG Alphabet Inc. Class C2.61%
META Facebook Inc. Class A1.95%

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 ~116 effective positions (grade A).

Holdings as of — VTV: Jun 30, 2026 (Vanguard); VV: 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.

See this for YOUR whole portfolio, free →

VTV vs VV — FAQ

How much do VTV and VV overlap?
VTV and VV overlap by approximately 33% 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 26 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 116 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 43% of its listed weight; VV's are 58%. The more concentrated fund leans harder on its largest names.

Related comparisons