VBR vs VOT: Holdings Overlap
VBRVanguard Small-cap Value Index Fund
Vanguard · 838 holdings · $38.3B · as of 2026-03-31
VOTVanguard Mid-cap Growth Index Fund
Vanguard · 130 holdings · $19.9B · as of 2026-03-31
How similar are VBR and VOT?
Vanguard Small-cap Value Index Fund (VBR, by Vanguard) holds 838 positions; Vanguard Mid-cap Growth Index Fund (VOT, by Vanguard) holds 130. They have 3 holdings in common, and by portfolio weight the two funds are 0.3% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 3VBR holds 838 · VOT holds 130
- Weight in Shared Holdings
- VBR 0%·VOT 0%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in VBR
835 of 838 positions (99.5% of the fund) are not held by VOT. Showing the top 30 by weight.
Only in VOT
127 of 130 positions (99.6% of the fund) are not held by VBR. Showing the top 30 by weight.
Sector Breakdown
| Sector | VBR | VOT |
|---|---|---|
| Industrials | 18.8% | 25.1% |
| Information Technology | 8.2% | 22.5% |
| Financials | 18.7% | 8.5% |
| Consumer Discretionary | 10.9% | 15.2% |
| Health Care | 8.4% | 10.5% |
| Other Sectors | 34.3% | 18.1% |
| Unclassified | 0.5% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (1% of VBR, 0% of VOT).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| VBR | +3.1% | +19.2% | +28.7% | +15.4% | +10.0% | +10.8% | 1.73% |
| VOT | +1.9% | +10.1% | +7.1% | +14.7% | +5.4% | +11.9% | 0.59% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in VBR vs VOT →
Shared Holdings(3)
The top 3 shared positions account for 100% of the overlap, led by HUBB, TRMB and VG.
Frequently Asked Questions
How much do VBR and VOT overlap?
VBR and VOT overlap by 0.3% of portfolio weight. They share 3 holdings (VBR holds 838 positions and VOT holds 130), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VBR and VOT?
The two portfolios are 0.3% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of VBR and VOT?
The largest positions held by both funds are HUBB, TRMB and VG. Together the top 3 shared positions account for 100% of the total overlap.
What does VBR own that VOT doesn't?
835 positions (99.5% of VBR) are unique to VBR, led by NRG, ATO and TPR. In the other direction, 127 positions (99.6% of VOT) are unique to VOT.