PRGFX vs VTI: 40% overlap

T. Rowe Price Growth Stock and Vanguard Total Stock Market ETF share 39.9% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 3 months apart — PRGFX as of 2026-03-31, the rest through 2026-06-30. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.6Effective Funds

You would hold two tickers and get the diversification of 1.6. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
39.9%
PRGFX expense ratio
0.64%
VTI expense ratio
0.03%

Top shared holdings

PRGFX and VTI hold 54 of the same securities. The ten contributing most to the overlap figure:

Holdingin PRGFXin VTIΔ
NVDA13.8%6.3%7.5%
AAPL11.1%5.8%5.2%
MSFT9.1%3.8%5.2%
AMZN4.9%3.2%1.7%
GOOGL7.0%2.9%4.1%
AVGO5.1%2.5%2.7%
META3.9%1.7%2.2%
TSLA2.7%1.6%1.1%
LLY3.0%1.4%1.6%
AMD1.1%1.3%0.2%

Where PRGFX and VTI differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorPRGFXVTIΔ
Information Technology48.2%35.2%+13.0pp
Financials5.1%11.9%6.8pp
Unclassified5.9%0.2%+5.7pp
Industrials5.6%10.4%4.8pp
Communication Services13.1%9.1%+4.1pp
Consumer Staples0.8%4.3%3.5pp
Cash & Other3.5%0.0%+3.5pp
Energy0.0%3.1%3.1pp

Δ is PRGFX minus VTI, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in PRGFX
24 positions

7.3% of PRGFX by weight, held in no part of VTI.

Only in VTI
3,441 positions

59.7% of VTI by weight, held in no part of PRGFX.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

PRGFXVTI
Top 10 holdings62.8%31.9%
Positions held793,495
Cost per $10,000 held, per year$64$3

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do PRGFX and VTI overlap?

PRGFX and VTI overlap 39.9% by portfolio weight — moderate overlap. They share 54 holdings. The figure comes from current issuer holdings files (PRGFX as of 2026-03-31, VTI as of 2026-06-30).

How is the overlap between PRGFX and VTI calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If PRGFX holds a stock at 6% and VTI holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both PRGFX and VTI?

That depends on your goals — we state facts, not advice. At 39.9% overlap, each fund still contributes meaningfully distinct exposure.

What does PRGFX own that VTI doesn't?

PRGFX holds 79 positions and VTI holds 3,495; 24 of PRGFX's positions don't appear in VTI at all, and they are 7.3% of PRGFX by weight.

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Related comparisons

Sources: issuer holdings files, PRGFX as of 2026-03-31, VTI as of 2026-06-30. Weights are fractions of each fund. Diagnostics, not advice.