VFH vs VIG overlap - what they share and where they differ

VFH and VIG share 20.5% of their weight across 86 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.

VFH and VIG

20.5%

86 shared positions

VFH

VANGUARD FINANCIALS INDEX FUND

Reported positions cover 96% of the fund, 383 positions · May 31, 2026

Top 10: 44.5%·Holdings of VFH

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND

Reported positions cover 99% of the fund, 309 positions · Apr 30, 2026

Top 10: 32.5%·Holdings of VIG

Reported positions cover VFH 96%, VIG 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VIG vs VFH side by side

VFHVANGUARD FINANCIALS INDEX FUND

383

stock positions reported to the SEC

43.7% of its weight is in 297 names VIG does not hold

VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND

309

stock positions reported to the SEC

78.9% of its weight is in 223 names VFH does not hold

Where each fund's weight sits

VFH
VIG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
78.8%
15.7%
Technology
2.9%
29.9%
Healthcare
1.2%
16.5%
Consumer Defensive
0.0%
10.2%
Consumer Cyclical
0.1%
6.3%
Real Estate
0.8%
0.0%

The widest gap is Financial Services: VFH has 63.1 points more of it.

The figures side by side

VFHVIG
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported383309
Weight of the ten largest44.5%32.5%
Largest positionJPMORGAN CHASE & CO 9.2%AVGO 5.2%
Held alone297 positions, 43.7%223 positions, 78.9%
Covered by stock positions96%99%

Holdings they share

StockIn VFHIn VIGCounted
JPMORGAN CHASE & CO9.15%3.59%3.59%
VVisa Inc4.17%2.33%2.33%
MAMastercard Inc5.03%1.84%1.84%
BACBank of America Corp4.25%1.57%1.57%
GSGoldman Sachs Group Inc/The3.51%1.19%1.19%
MSMorgan Stanley2.97%1.03%1.03%
BLKBlackRock Funding Inc/DE1.86%0.69%0.69%
SPGIS&P Global Inc1.58%0.59%0.59%
CBChubb Ltd1.40%0.54%0.54%
CMECME Group Inc1.19%0.47%0.47%

What each holds alone

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

Only in VFH

BRK.ABerkshire Hathaway Inc7.85%
WFCWells Fargo & Co2.93%
CCitigroup Inc2.56%
AXPAmerican Express Co2.10%
SCHWCharles Schwab Corp/The1.77%
COFCapital One Financial Corp1.44%
PGRProgressive Corp/The1.34%
BXBlackstone Inc1.04%
US BANCORP1.03%
HOODRobinhood Markets Inc0.85%

Only in VIG

AVGOBroadcom Inc5.18%
AAPLApple Inc4.07%
MSFTMicrosoft Corp3.97%
LLYEli Lilly & Co3.34%
EXXON MOBIL CORP2.90%
WMTWalmart Inc2.60%
JNJJohnson & Johnson2.49%
COSTCostco Wholesale Corp2.03%
CATCaterpillar Inc1.87%
ABBVAbbVie Inc1.68%

Questions people ask

Is VFH the same as VIG?

20.5% of their weight sits in the same 86 holdings. VFH also reports BRK.A, WFC, C, which the other does not. VIG also reports AVGO, AAPL, MSFT, which the other does not.

How is the overlap between VFH 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 96% of VFH and 99% of VIG, so the number cannot exceed the smaller coverage.

Which holds more, VIG or VFH?

VFH reports 383 stock positions and VIG reports 309. 43.7% of VFH's weight sits in names VIG does not hold, and 78.9% of VIG's weight in names VFH does not hold. The ten largest positions are 44.5% of VFH and 32.5% of VIG.

How do VFH and VIG differ by sector?

The widest gap is Financial Services: VFH has 63.1 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.