VGWLX Mutual Fund
VGWLX Mutual Fund
NAV$30.82
AUM$350M
TER0.43%
Holdings651
See how much of VGWLX you already own
VGWLX Mutual Fund
NAV$30.82
Vanguard Global Wellington Fund Investor Shares
AUM$350M
TER0.43%
Holdings651
See how much of VGWLX you already own
VGWLX Mutual Fund Overlap Analysis
VGWLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGWLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 651 holdings, VGWLX may share significant positions with broad-market funds.
VGWLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGWLX tax-loss harvesting finds highly correlated but non-identical funds.