VUG vs IWD overlap
VUG and IWD overlap 22.4% by weight, across 68 shared holdings.
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Top shared holdings
| Holding | VUG | IWD | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 11.67% | 5.37% | 5.37% |
| Amazon.COM Inc.AMZN | 4.47% | 5.93% | 4.47% |
| Microsoft Corp.MSFT | 7.61% | 3.88% | 3.88% |
| Intel Corp.INTC | 0.79% | 1.72% | 0.79% |
| Costco WholesaleCOST | 1.15% | 0.65% | 0.65% |
| META Platforms-aMETA | 3.41% | 0.63% | 0.63% |
| McDonalds Corp.MCD | 0.54% | 0.54% | 0.54% |
| Welltower Inc.WELL | 0.46% | 0.45% | 0.45% |
| Vertex PharmVRTX | 0.36% | 0.35% | 0.35% |
| Equinix Inc.EQIX | 0.30% | 0.29% | 0.29% |
| TJX COS Inc.TJX | 0.48% | 0.26% | 0.26% |
| Synopsys Inc.SNPS | 0.25% | 0.23% | 0.23% |
| UBER TechnologieUBER | 0.22% | 0.36% | 0.22% |
| O'REILLY AutomotORLY | 0.23% | 0.21% | 0.21% |
| Ecolab Inc.ECL | 0.21% | 0.19% | 0.19% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: VUG, SEC Form N-PORT, June 30, 2026; IWD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VUG | IWD |
|---|---|---|
| Bank of America Corp. | $28.8B | $10.8B |
| Jones Financial Companies LLLP | $18.1B | $659.8M |
| Morgan Stanley | $7.7B | $9.9B |
| Envestnet Asset Management Inc. | $5.0B | $1.6B |
| Financial Engines Advisors L.L.C. | $3.3B | $1.9B |
| UBS Group AG | $3.1B | $1.5B |
| Ameriprise Financial Inc. | $2.0B | $2.1B |
| LPL Financial LLC | $2.9B | $980.1M |
| Wells Fargo & Company | $2.3B | $1.4B |
| FMR LLC | $1.3B | $2.2B |
| Goldman Sachs Group Inc. | $611.7M | $2.8B |
| Raymond James Financial Inc. | $1.9B | $1.3B |
| JPMorgan Chase & Co | $992.1M | $2.1B |
| EP Wealth Advisors, LLC | $2.0B | $77.6M |
| TIAA-CREF Individual & Institutional Services, LLC | $1.8B | $265.1M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: VUG institutional holders, IWD institutional holders.
Frequently asked questions
How much do VUG and IWD overlap?
22.4% by weight, with 68 holdings in common, using holdings for VUG as of June 30, 2026 and IWD as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both VUG and IWD?
1,480 Form 13F filers report positions in both, out of 3,383 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.