VFH vs VIG overlap - what they share and where they differ
VFH and VIG share 21.8% of their weight across 92 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
21.8%
92 shared positions
VFH
VANGUARD FINANCIALS INDEX FUND
Reported positions cover 96% of the fund, 409 positions · May 31, 2026
Top 10: 44.5%·Holdings of VFH
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 VFH 96%, 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 VFH side by side
VFHVANGUARD FINANCIALS INDEX FUND
409
stock positions reported to the SEC
43.7% of its weight is in 317 names VIG does not hold
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
330
stock positions reported to the SEC
77.8% of its weight is in 238 names VFH does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: VFH has 70.1 points more of it.
The figures side by side
| VFH | VIG | |
|---|---|---|
| Filing date | May 31, 2026 | Jul 31, 2026 |
| Stock positions reported | 409 | 330 |
| Weight of the ten largest | 44.5% | 33.4% |
| Largest position | JPM 9.2% | AVGO 4.6% |
| Held alone | 317 positions, 43.7% | 238 positions, 77.8% |
| Covered by stock positions | 96% | 100% |
Holdings they share
| Stock | In VFH | In VIG | Counted |
|---|---|---|---|
| JPMJPMorgan Chase & Co | 9.15% | 4.07% | 4.07% |
| VVisa Inc | 4.17% | 2.45% | 2.45% |
| MAMastercard Inc | 5.03% | 2.00% | 2.00% |
| BACBank of America Corp | 4.25% | 1.75% | 1.75% |
| GSGoldman Sachs Group Inc/The | 3.51% | 1.24% | 1.24% |
| MSMorgan Stanley | 2.97% | 1.09% | 1.09% |
| BLKBlackRock Funding Inc/DE | 1.86% | 0.68% | 0.68% |
| CBChubb Ltd | 1.40% | 0.55% | 0.55% |
| SPGIS&P Global Inc | 1.58% | 0.54% | 0.54% |
| BNYBank of New York Mellon Corp/The | 1.15% | 0.46% | 0.46% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in VFH
Only in VIG
Questions people ask
Is VFH the same as VIG?
21.8% of their weight sits in the same 92 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 100% of VIG, so the number cannot exceed the smaller coverage.
Which holds more, VIG or VFH?
VFH reports 409 stock positions and VIG reports 330. 43.7% of VFH's weight sits in names VIG does not hold, and 77.8% of VIG's weight in names VFH does not hold. The ten largest positions are 44.5% of VFH and 33.4% of VIG.
How do VFH and VIG differ by sector?
The widest gap is Financial Services: VFH has 70.1 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.