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ETF look-through · holdings retrieved 27 Oct 2026

What's inside VWCE?

Vanguard FTSE All-World UCITS ETF (USD) Accumulating · tracks the FTSE All-World · ISIN IE00BK5BQT80

VWCE's top 10 holdings make up 24.8% of the fund. All 9 companies (share classes merged) behind them are AI-linked, so at least 24.8% of VWCE is AI exposure, led by NVIDIA (5.0%), Apple (4.5%), Microsoft (3.6%). Technology is 33.5% of the fund, against 32.5% in the MSCI World.

Irish-domiciled UCITS ETF, accumulating; listed on Xetra, Borsa Italiana and Euronext Amsterdam.

VWCE top 10 holdings

Share of the fund, by company. Colour shows the AI layer; striped bars are not on the AI list.

  • NVIDIAChips · core5.0%
  • AppleOther AI-linked · linked4.5%
  • MicrosoftSoftware & platforms · core3.6%
  • AlphabetSoftware & platforms · core3.4%
  • Amazon.comOther AI-linked · core2.3%
  • Taiwan Semiconductor ManufacturingChips · core1.8%
  • BroadcomChips · linked1.5%
  • Meta PlatformsSoftware & platforms · core1.5%
  • Micron TechnologyChips · core1.1%

How much of VWCE is AI: at least 24.8%

AI exposure by layer, as a share of the whole fund.

  • Chips9.5%
  • Software & platforms8.5%
  • Other AI-linked6.8%

Only the top 10 holdings are counted, so the real figure is higher, never lower. Core = in 2+ AI index families, linked = in 1.

VWCE sector weights vs the MSCI World

Whole fund, not just the top 10.

  • Technology33.5%
  • Financial Services16.0%
  • Industrials10.1%
  • Consumer Cyclical8.3%
  • Healthcare8.3%
  • Communication Services8.0%
  • 5 others15.9%
VWCEMSCI World

Source: fund holdings and sector data via Yahoo Finance, retrieved 27 Oct 2026. Funds report holdings with a delay, so weights can lag by a few weeks. Same engine as our AI exposure checker and portfolio reports. See the methodology.

VWCE FAQ

What are the top holdings of VWCE?

In the holdings we retrieved on 27 Oct 2026, VWCE's largest positions are NVIDIA (5.0%), Apple (4.5%), Microsoft (3.6%). Its top 10 holdings add up to 24.8% of the fund.

How much of VWCE is AI?

At least 24.8%. All 9 companies (share classes merged) in VWCE's top 10 are AI-linked. This is a lower bound: only the top 10 holdings are counted, so AI companies further down the fund add to it.

Which companies count as AI here?

A company counts when it is a top holding of AI-themed ETFs (semiconductor, AI, generative-AI and robotics funds). Core means it appears in two or more of those index families, linked means one. Each company's layer (chips, software, robotics, other) comes from its industry.

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