MGV vs VIG overlap - what they share and where they differ
MGV and VIG share 53.2% of their weight across 65 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.
MGV and VIG
53.2%
65 shared positions
MGV
VANGUARD MEGA CAP VALUE INDEX FUND
Reported positions cover 100% of the fund, 119 positions · May 31, 2026
Top 10: 29.3%·Holdings of MGV
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Reported positions cover 100% of the fund, 330 positions · Jul 31, 2026
Top 10: 33.4%·Holdings of VIG
Reported positions cover MGV 100%, VIG 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
VIG vs MGV side by side
MGVVANGUARD MEGA CAP VALUE INDEX FUND
119
stock positions reported to the SEC
41.5% of its weight is in 54 names VIG does not hold
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
330
stock positions reported to the SEC
44.3% of its weight is in 265 names MGV does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: VIG has 7.3 points more of it.
The figures side by side
| MGV | VIG | |
|---|---|---|
| Filing date | May 31, 2026 | Jul 31, 2026 |
| Stock positions reported | 119 | 330 |
| Weight of the ten largest | 29.3% | 33.4% |
| Largest position | MU 5.3% | AVGO 4.6% |
| Held alone | 54 positions, 41.5% | 265 positions, 44.3% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In MGV | In VIG | Counted |
|---|---|---|---|
| JPMJPMorgan Chase & Co | 3.64% | 4.07% | 3.64% |
| XOMExxon Mobil Corp | 2.91% | 2.78% | 2.78% |
| JNJJohnson & Johnson | 2.61% | 2.67% | 2.61% |
| WMTWalmart Inc | 2.44% | 2.11% | 2.11% |
| CSCOCisco Systems Inc | 2.06% | 1.98% | 1.98% |
| ABBVAbbVie Inc | 1.85% | 1.92% | 1.85% |
| COSTCostco Wholesale Corp | 2.04% | 1.83% | 1.83% |
| UNHUnitedHealth Group Inc | 1.66% | 1.63% | 1.63% |
| CATCaterpillar Inc | 1.96% | 1.62% | 1.62% |
| BACBank of America Corp | 1.60% | 1.75% | 1.60% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in MGV
Only in VIG
Questions people ask
Is MGV the same as VIG?
53.2% of their weight sits in the same 65 holdings. MGV also reports MU, BRK.A, INTC, which the other does not. VIG also reports AVGO, AAPL, MSFT, which the other does not.
How is the overlap between MGV and VIG 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 MGV and 100% of VIG, so the number cannot exceed the smaller coverage.
Which holds more, VIG or MGV?
MGV reports 119 stock positions and VIG reports 330. 41.5% of MGV's weight sits in names VIG does not hold, and 44.3% of VIG's weight in names MGV does not hold. The ten largest positions are 29.3% of MGV and 33.4% of VIG.
How do MGV and VIG differ by sector?
The widest gap is Technology: VIG has 7.3 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.
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.