VRTGX Mutual Fund
NAV$542.40
AUM$213M
TER0.05%
Holdings1,128
VRTGX Mutual Fund
NAV$542.40
Vanguard Russell 2000 Growth Index Fund Insti Cl
AUM$213M
TER0.05%
Holdings1,128
VRTGX Mutual Fund Overlap Analysis
VRTGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VRTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1128 holdings, VRTGX may share significant positions with broad-market funds.
VRTGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VRTGX tax-loss harvesting finds highly correlated but non-identical funds.