VFH vs VOT: Holdings Overlap
VFHVanguard Financials Index Fund
Vanguard · 411 holdings · $13.9B · as of 2026-05-31
VOTVanguard Mid-cap Growth Index Fund
Vanguard · 130 holdings · $19.9B · as of 2026-03-31
Holdings snapshots are 61 days apart (VFH: 2026-05-31, VOT: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are VFH and VOT?
Vanguard Financials Index Fund (VFH, by Vanguard) holds 411 positions; Vanguard Mid-cap Growth Index Fund (VOT, by Vanguard) holds 130. They have 14 holdings in common, and by portfolio weight the two funds are 5.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 5.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 14VFH holds 411 · VOT holds 130
- Weight in Shared Holdings
- VFH 5%·VOT 8%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 VFH
397 of 411 positions (91.0% of the fund) are not held by VOT. Showing the top 30 by weight.
Only in VOT
116 of 130 positions (91.5% of the fund) are not held by VFH. Showing the top 30 by weight.
Sector Breakdown
| Sector | VFH | VOT |
|---|---|---|
| Financials | 96.3% | 8.5% |
| Industrials | 0.0% | 25.1% |
| Information Technology | 0.0% | 22.5% |
| Consumer Discretionary | 0.0% | 15.2% |
| Health Care | 0.1% | 10.5% |
| Other Sectors | 0.0% | 18.1% |
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.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| VFH | +2.7% | +6.6% | +14.3% | +20.1% | +10.8% | +13.3% | 1.65% |
| 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 VFH vs VOT →
Shared Holdings(14)
The top 10 shared positions account for 89% of the overlap, led by HOOD, APO and MSCI.
 HOODRobinhood Markets, Inc., Class A | 0.85% | 1.42% | 0.85% |
|---|---|---|---|
 APOApollo Global Management Inc COM | 0.67% | 0.59% | 0.59% |
 MSCIMSCI Inc. COM | 0.57% | 0.98% | 0.57% |
 XYZBlock, Inc., Class A | 0.50% | 0.86% | 0.50% |
 COINCoinbase Global, Inc., Class A | 0.49% | 0.96% | 0.49% |
 IBKRInteractive Brokers Group, Inc., Class A | 0.47% | 0.37% | 0.37% |
 ARESAres Management Corporation CL A COM STK | 0.34% | 0.60% | 0.34% |
 CPAYCorpay Inc COM SHS | 0.29% | 0.50% | 0.29% |
 MKLMarkel Group Inc COM | 0.28% | 0.30% | 0.28% |
 LPLALPL Financial Holdings Inc. COM | 0.26% | 0.63% | 0.26% |
 BROBrown & Brown Inc COM | 0.20% | 0.49% | 0.20% |
 RKTRocket Companies Inc COM CL A | 0.16% | 0.34% | 0.16% |
 TWTradeweb Markets, Inc., Class A | 0.14% | 0.35% | 0.14% |
 OWLBlue Owl Capital, Inc., Class A | 0.08% | 0.08% | 0.08% |
Frequently Asked Questions
How much do VFH and VOT overlap?
VFH and VOT overlap by 5.1% of portfolio weight. They share 14 holdings (VFH holds 411 positions and VOT holds 130), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VFH and VOT?
The two portfolios are 5.1% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of VFH and VOT?
The largest positions held by both funds are HOOD, APO, MSCI, XYZ and COIN. Together the top 10 shared positions account for 89% of the total overlap.
What does VFH own that VOT doesn't?
397 positions (91.0% of VFH) are unique to VFH, led by JPM, BRK-B and MA. In the other direction, 116 positions (91.5% of VOT) are unique to VOT.