VRTVX Mutual Fund Analysis & Holdings | MarketXLS

VRTVX Mutual Fund

NAV$390.02

AUM$72M

TER0.05%

Holdings1,433

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

VRTVX Mutual Fund

NAV$390.02

Vanguard Russell 2000 Value Index Fund Insti Cl

AUM$72M

TER0.05%

Holdings1,433

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VRTVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VRTVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VRTVX Mutual Fund Overlap Analysis

VRTVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VRTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1433 holdings, VRTVX may share significant positions with broad-market funds.

VRTVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VRTVX tax-loss harvesting finds highly correlated but non-identical funds.