VOT vs VBK: Holdings Overlap
VOTVanguard Mid-cap Growth Index Fund
Vanguard · 130 holdings · $19.9B · as of 2026-03-31
VBKVanguard Small-cap Growth Index Fund
Vanguard · 551 holdings · $24.3B · as of 2026-03-31
How similar are VOT and VBK?
Vanguard Mid-cap Growth Index Fund (VOT, by Vanguard) holds 130 positions; Vanguard Small-cap Growth Index Fund (VBK, by Vanguard) holds 551. They have 21 holdings in common, and by portfolio weight the two funds are 6.8% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 21VOT holds 130 · VBK holds 551
- Weight in Shared Holdings
- VOT 7%·VBK 9%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 VOT
109 of 130 positions (93.1% of the fund) are not held by VBK. Showing the top 30 by weight.
Sector Breakdown
| Sector | VOT | VBK |
|---|---|---|
| Industrials | 25.1% | 24.6% |
| Information Technology | 22.5% | 21.6% |
| Health Care | 10.5% | 16.1% |
| Consumer Discretionary | 15.2% | 9.9% |
| Financials | 8.5% | 6.1% |
| Other Sectors | 18.1% | 20.6% |
| Unclassified | 0.0% | 0.9% |
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 (0% of VOT, 1% of VBK).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| VOT | +1.9% | +10.1% | +7.1% | +14.7% | +5.4% | +11.9% | 0.59% |
| VBK | +1.8% | +19.6% | +29.4% | +16.6% | +5.3% | +11.4% | 0.42% |
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 VOT vs VBK →
Shared Holdings(21)
The top 10 shared positions account for 75% of the overlap, led by CIEN, LITE and FIX.
 CIENCiena Corporation COM NEW | 0.71% | 0.92% | 0.71% |
|---|---|---|---|
 LITELumentum Holdings Inc. COM | 0.65% | 0.84% | 0.65% |
 FIXComfort Systems USA Inc. COM | 0.63% | 0.81% | 0.63% |
 COHRCoherent Corp COM | 0.58% | 0.74% | 0.58% |
 EQTEQT Corporation COM | 0.52% | 0.66% | 0.52% |
 RKLBRocket Lab Corp. COM | 0.47% | 0.61% | 0.47% |
 BEBloom Energy Corporation COM CL A | 0.47% | 0.60% | 0.47% |
 INSMInsmed Inc COM PAR $.01 | 0.46% | 0.59% | 0.46% |
 TPLTexas Pacific Land Corporation COM | 0.36% | 0.46% | 0.36% |
 BURLBurlington Stores Inc. COM | 0.27% | 0.34% | 0.27% |
 FSLRFirst Solar Inc COM | 0.26% | 0.34% | 0.26% |
 PODDInsulet Corporation COM | 0.19% | 0.25% | 0.19% |
 TYLTyler Technologies Inc. COM | 0.19% | 0.25% | 0.19% |
 HUBBHubbell Incorporated COM | 0.17% | 0.22% | 0.17% |
 TKOTKO Group Holdings, Inc., Class A | 0.16% | 0.21% | 0.16% |
 HUBSHubspot Inc COM | 0.16% | 0.20% | 0.16% |
 GDDYGoDaddy, Inc., Class A | 0.14% | 0.18% | 0.14% |
 PINSPinterest, Inc., Class A | 0.13% | 0.17% | 0.13% |
 TTDTrade Desk, Inc. (The), Class A | 0.13% | 0.17% | 0.13% |
 OWLBlue Owl Capital, Inc., Class A | 0.08% | 0.10% | 0.08% |
 SYMSymbotic, Inc., Class A | 0.05% | 0.06% | 0.05% |
Frequently Asked Questions
How much do VOT and VBK overlap?
VOT and VBK overlap by 6.8% of portfolio weight. They share 21 holdings (VOT holds 130 positions and VBK holds 551), based on each fund's latest SEC-reported holdings.
Is it redundant to own both VOT and VBK?
The two portfolios are 6.8% 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 VOT and VBK?
The largest positions held by both funds are CIEN, LITE, FIX, COHR and EQT. Together the top 10 shared positions account for 75% of the total overlap.
What does VOT own that VBK doesn't?
109 positions (93.1% of VOT) are unique to VOT, led by VRT, HWM and CEG. In the other direction, 530 positions (91.0% of VBK) are unique to VBK.