VTWIX Mutual Fund Analysis & Holdings | MarketXLS

VTWIX Mutual Fund

NAV$329.06

AUM$7.2B

TER0.07%

Holdings10,039

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VTWIX Mutual Fund

NAV$329.06

Vanguard Total World Stock Index Fund Inst Shs

AUM$7.2B

TER0.07%

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 VTWIX 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 VTWIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VTWIX Mutual Fund Overlap Analysis

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

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

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