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

VBK and VXF share 40.4% of their weight across 490 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 VXF

40.4%

490 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

VXF

VANGUARD EXTENDED MARKET INDEX FUND

Reported positions cover 99% of the fund, 1,792 positions · Jun 30, 2026

Top 10: 7.6%·Holdings of VXF

Reported positions cover VBK 100%, VXF 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VXF vs VBK side by side

VBKVANGUARD SMALL-CAP GROWTH INDEX FUND

536

stock positions reported to the SEC

10.8% of its weight is in 46 names VXF does not hold

VXFVANGUARD EXTENDED MARKET INDEX FUND

1,792

stock positions reported to the SEC

58.2% of its weight is in 1,302 names VBK does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
36.5%
27.0%
Healthcare
18.7%
14.8%
Financial Services
0.0%
12.2%
Industrials
9.4%
9.8%
Consumer Cyclical
7.3%
9.0%
Basic Materials
6.7%
0.0%

The widest gap is Financial Services: VXF has 12.2 points more of it.

The figures side by side

VBKVXF
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported5361,792
Weight of the ten largest9.3%7.6%
Largest positionCRDO 1.3%SPCX 1.2%
Held alone46 positions, 10.8%1,302 positions, 58.2%
Covered by stock positions100%99%

Holdings they share

StockIn VBKIn VXFCounted
ALABAstera Labs Inc1.05%0.76%0.76%
CRDOCredo Technology Group Holding Ltd1.27%0.52%0.52%
NTRANatera Inc1.04%0.46%0.46%
RVMDREVOLUTION Medicines Inc1.06%0.44%0.44%
TWLOTwilio Inc0.88%0.37%0.37%
CRSCarpenter Technology Corp0.82%0.36%0.36%
MKSIMKS Instruments Inc0.42%0.35%0.35%
CWCurtiss-Wright Corp0.79%0.33%0.33%
FTAIFTAI Aviation Ltd0.78%0.33%0.33%
ATIATI Inc0.76%0.32%0.32%

What each holds alone

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

Only in VBK

CASEY'S GENERAL STORES INC0.83%
INCYIncyte Corp0.54%
EMEEMCOR Group Inc0.52%
LIILennox International Inc0.50%
GNRCGenerac Holdings Inc0.48%
NDSNNordson Corp0.45%
FLEX LTD0.42%
DECKDeckers Outdoor Corp0.39%
PTCPTC Inc0.37%
UDRUDR Inc0.37%

Only in VXF

SPCXSpace Exploration Technologies Corp1.18%
SNOWSnowflake Inc1.03%
BEBloom Energy Corp0.93%
NETCloudflare Inc0.92%
RKLBRocket Lab Corp0.61%
LNGCheniere Energy Inc0.59%
FERGFerguson Enterprises Inc0.54%
ALNYAlnylam Pharmaceuticals Inc0.47%
RBLXROBLOX Corp0.43%
HEIHEICO Corp0.40%

Questions people ask

Is VBK the same as VXF?

40.4% of their weight sits in the same 490 holdings. VBK also reports CASEY'S GENERAL STORES INC, INCY, EME, which the other does not. VXF also reports SPCX, SNOW, BE, which the other does not.

How is the overlap between VBK and VXF 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 99% of VXF, so the number cannot exceed the smaller coverage.

Which holds more, VXF or VBK?

VBK reports 536 stock positions and VXF reports 1,792. 10.8% of VBK's weight sits in names VXF does not hold, and 58.2% of VXF's weight in names VBK does not hold. The ten largest positions are 9.3% of VBK and 7.6% of VXF.

How do VBK and VXF differ by sector?

The widest gap is Financial Services: VXF has 12.2 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.