VTWAX Mutual Fund Analysis & Holdings | MarketXLS

VTWAX Mutual Fund

NAV$56.91

AUM$12.1B

TER0.09%

Holdings10,039

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VTWAX Mutual Fund

NAV$56.91

Vanguard Total World Stock Index Fund Admiral Class

AUM$12.1B

TER0.09%

Holdings10,039

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

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Discover Portfolio Overlap

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

VTWAX Mutual Fund Overlap Analysis

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

VTWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10039 holdings, VTWAX may share significant positions with broad-market funds.

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