VBK vs VTWO overlap - what they share and where they differ

VBK and VTWO share 35.3% of their weight across 292 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.

VBK and VTWO

35.3%

292 shared positions

VBK

VANGUARD SMALL-CAP GROWTH INDEX FUND

Reported positions cover 100% of the fund, 536 positions · Jun 30, 2026

Top 10: 9.3%·Holdings of VBK

VTWO

VANGUARD RUSSELL 2000 INDEX FUND

Reported positions cover 100% of the fund, 1,641 positions · May 31, 2026

Top 10: 7.8%·Holdings of VTWO

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

VTWO vs VBK side by side

VBKVANGUARD SMALL-CAP GROWTH INDEX FUND

536

stock positions reported to the SEC

61.6% of its weight is in 244 names VTWO does not hold

VTWOVANGUARD RUSSELL 2000 INDEX FUND

1,641

stock positions reported to the SEC

59.3% of its weight is in 1,349 names VBK does not hold

Where each fund's weight sits

VBK
VTWO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
36.5%
25.5%
Healthcare
18.7%
15.8%
Financial Services
0.0%
13.3%
Industrials
9.4%
11.0%
Consumer Cyclical
7.3%
0.0%
Basic Materials
6.7%
7.3%

The widest gap is Financial Services: VTWO has 13.3 points more of it.

The figures side by side

VBKVTWO
Filing dateJun 30, 2026May 31, 2026
Stock positions reported5361,641
Weight of the ten largest9.3%7.8%
Largest positionCRDO 1.3%BE 1.8%
Held alone244 positions, 61.6%1,349 positions, 59.3%
Covered by stock positions100%100%

Holdings they share

StockIn VBKIn VTWOCounted
CRDOCredo Technology Group Holding Ltd1.27%1.12%1.12%
STRLSterling Infrastructure Inc0.69%0.75%0.69%
FNFabrinet0.57%0.69%0.57%
TTMITTM Technologies Inc0.55%0.52%0.52%
NXTNextpower Inc0.48%0.67%0.48%
GHGuardant Health Inc0.53%0.47%0.47%
SITMSiTime Corp0.47%0.47%0.47%
IONQIonQ Inc0.44%0.63%0.44%
CDECoeur Mining Inc0.43%0.58%0.43%
DYDycom Industries Inc0.43%0.44%0.43%

What each holds alone

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

Only in VBK

RVMDREVOLUTION Medicines Inc1.06%
ALABAstera Labs Inc1.05%
NTRANatera Inc1.04%
TWLOTwilio Inc0.88%
CASEY'S GENERAL STORES INC0.83%
CRSCarpenter Technology Corp0.82%
CWCurtiss-Wright Corp0.79%
FTAIFTAI Aviation Ltd0.78%
ENTGEntegris Inc0.77%
NVENT ELECTRIC PLC0.77%

Only in VTWO

BEBloom Energy Corp1.83%
MOG.AMoog Inc0.30%
VSATViasat Inc0.29%
UMBFUMB Financial Corp0.28%
FCFSFirstCash Holdings Inc0.26%
PRAXPraxis Precision Medicines Inc0.26%
CMCCommercial Metals Co0.25%
ENSEnerSys0.25%
ONBOld National Bancorp/IN0.25%
WTSWatts Water Technologies Inc0.25%

Questions people ask

Is VBK the same as VTWO?

35.3% of their weight sits in the same 292 holdings. VBK also reports RVMD, ALAB, NTRA, which the other does not. VTWO also reports BE, MOG.A, VSAT, which the other does not.

How is the overlap between VBK and VTWO 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 VBK and 100% of VTWO, so the number cannot exceed the smaller coverage.

Which holds more, VTWO or VBK?

VBK reports 536 stock positions and VTWO reports 1,641. 61.6% of VBK's weight sits in names VTWO does not hold, and 59.3% of VTWO's weight in names VBK does not hold. The ten largest positions are 9.3% of VBK and 7.8% of VTWO.

How do VBK and VTWO differ by sector?

The widest gap is Financial Services: VTWO has 13.3 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.