VWESX Mutual Fund

NAV$7.29

AUM$822M

TER0.21%

Holdings1,375

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VWESX Mutual Fund

NAV$7.29

Vanguard Long Term Investment Grade Fund Investor class

AUM$822M

TER0.21%

Holdings1,375

See how much of VWESX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

VWESX Mutual Fund Overlap Analysis

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

VWESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1375 holdings, VWESX may share significant positions with broad-market funds.

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