MGK vs VGT overlap - what they share and where they differ

MGK and VGT share 55.4% of their weight across 26 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

MGK and VGT

55.4%

26 shared positions

MGK

VANGUARD MEGA CAP GROWTH INDEX FUND

Reported positions cover 100% of the fund, 55 positions · Jun 30, 2026

Top 10: 66.9%·Holdings of MGK

VGT

VANGUARD INFORMATION TECHNOLOGY INDEX FUND

Reported positions cover 100% of the fund, 286 positions · May 31, 2026

Top 10: 59.4%·Holdings of VGT

Reported positions cover MGK 100%, VGT 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VGT vs MGK side by side

MGKVANGUARD MEGA CAP GROWTH INDEX FUND

55

stock positions reported to the SEC

42.3% of its weight is in 29 names VGT does not hold

VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND

286

stock positions reported to the SEC

33.8% of its weight is in 260 names MGK does not hold

Where each fund's weight sits

MGK
VGT
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
74.7%
94.2%
Consumer Cyclical
10.6%
0.8%
Healthcare
4.9%
1.6%
Financial Services
4.0%
0.0%
Industrials
1.4%
0.3%
Basic Materials
0.0%
0.9%

The widest gap is Technology: VGT has 19.5 points more of it.

The figures side by side

MGKVGT
Filing dateJun 30, 2026May 31, 2026
Stock positions reported55286
Weight of the ten largest66.9%59.4%
Largest positionNVDA 13.3%NVDA 16.8%
Held alone29 positions, 42.3%260 positions, 33.8%
Covered by stock positions100%100%

Holdings they share

StockIn MGKIn VGTCounted
NVDANVIDIA Corp13.27%16.82%13.27%
AAPLApple Inc12.17%14.57%12.17%
MSFTMicrosoft Corp7.50%9.46%7.50%
AVGOBroadcom Inc4.27%4.21%4.21%
AMDAdvanced Micro Devices Inc3.19%3.21%3.19%
LRCXLam Research Corp1.92%1.56%1.56%
AMATApplied Materials Inc1.13%1.40%1.13%
INTCIntel Corp1.10%2.03%1.10%
KLACKLA Corp1.48%1.00%1.00%
PLTRPalantir Technologies Inc0.97%1.35%0.97%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in MGK

GOOGLAlphabet Inc10.58%
AMZNAmazon.com Inc4.46%
METAMeta Platforms Inc4.08%
TSLATesla Inc3.93%
LLYEli Lilly & Co3.40%
VVisa Inc1.82%
MAMastercard Inc1.47%
SNDKSandisk Corp1.28%
GEVGE Vernova Inc1.20%
NFLXNetflix Inc1.12%

Only in VGT

MUMicron Technology Inc4.20%
CSCOCisco Systems Inc1.85%
TXNTexas Instruments Inc1.11%
QCOMQUALCOMM Inc1.09%
IBMInternational Business Machines Corp1.08%
SANDISK CORP/DE0.98%
ADIAnalog Devices Inc0.82%
CRMSalesforce Inc0.69%
DELLDell Technologies Inc0.61%
ACNAccenture PLC0.47%

Questions people ask

Is MGK the same as VGT?

55.4% of their weight sits in the same 26 holdings. MGK also reports GOOGL, AMZN, META, which the other does not. VGT also reports MU, CSCO, TXN, which the other does not.

How is the overlap between MGK and VGT measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of MGK and 100% of VGT, so the number cannot exceed the smaller coverage.

Which holds more, VGT or MGK?

MGK reports 55 stock positions and VGT reports 286. 42.3% of MGK's weight sits in names VGT does not hold, and 33.8% of VGT's weight in names MGK does not hold. The ten largest positions are 66.9% of MGK and 59.4% of VGT.

How do MGK and VGT differ by sector?

The widest gap is Technology: VGT has 19.5 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

MGK against other funds in the table

VGT against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.