VWENX Mutual Fund
VWENX Mutual Fund
NAV$81.71
AUM$109.0B
TER0.16%
Holdings1,664
See how much of VWENX you already own
VWENX Mutual Fund
NAV$81.71
Vanguard Wellington Fund Admiral Shares
AUM$109.0B
TER0.16%
Holdings1,664
See how much of VWENX you already own
VWENX Mutual Fund Overlap Analysis
VWENX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VWENX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1664 holdings, VWENX may share significant positions with broad-market funds.
VWENX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VWENX tax-loss harvesting finds highly correlated but non-identical funds.