VWIAX Mutual Fund
VWIAX Mutual Fund
NAV$63.47
AUM$39.8B
TER0.15%
Holdings1,540
See how much of VWIAX you already own
VWIAX Mutual Fund
NAV$63.47
Vanguard Wellesley Income Fund Admiral Shares
AUM$39.8B
TER0.15%
Holdings1,540
See how much of VWIAX you already own
VWIAX Mutual Fund Overlap Analysis
VWIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VWIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1540 holdings, VWIAX may share significant positions with broad-market funds.
VWIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VWIAX tax-loss harvesting finds highly correlated but non-identical funds.