AVDV vs ACWI overlap
AVDV and ACWI overlap 0.1% by weight, across 18 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (AVDV: May 31, 2026, ACWI: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | AVDV | ACWI | Overlap |
|---|---|---|---|
| Coeur Mining Inc.CDE | 0.61% | 0.01% | 0.01% |
| Whitecap ResourcWCP | 0.54% | 0.01% | 0.01% |
| BankinterBKT | 0.15% | 0.01% | 0.01% |
| Phoenix FIN Ltd.PHOE | 0.09% | 0.01% | 0.01% |
| ASR Nederland NVASRNL | 0.05% | 0.01% | 0.01% |
| Enlight RenewablENLT | 0.29% | 0.01% | 0.01% |
| Mitsui Kinzoku C5706 | 1.37% | 0.01% | 0.01% |
| Canadian Tire-aCTC/A | 0.16% | 0.01% | 0.01% |
| Harel InsuranceHARL | 0.56% | 0.01% | 0.01% |
| Inpost SAINPST | 0.02% | 0.01% | 0.01% |
| Empire Co Ltd. aEMP/A | 0.08% | 0.00% | 0.00% |
| Ayvens SAAYV | 0.00% | 0.00% | 0.00% |
| Anglogold AshantAU | 0.00% | 0.04% | 0.00% |
| Endeavour MiningEDV | 0.00% | 0.01% | 0.00% |
| Marks & SpencerMKS | 0.00% | 0.01% | 0.00% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: AVDV, SEC Form N-PORT, May 31, 2026; ACWI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | AVDV | ACWI |
|---|---|---|
| Jones Financial Companies LLLP | $3.5B | $1.3M |
| Creative Planning | $2.6B | $9.5M |
| Morgan Stanley | $106.8M | $1.8B |
| Savant Capital, LLC | $1.2B | $2.8M |
| Focus Partners Wealth | $496.0M | $52.6M |
| Focus Partners Advisor Solutions, LLC | $483.5M | $1.5M |
| Bank of America Corp. | $104.8M | $350.3M |
| Envestnet Asset Management Inc. | $271.7M | $63.0M |
| Wells Fargo & Company | $26.9M | $299.6M |
| Bank of Montreal | $103.4M | $150.4M |
| National Bank of Canada | $326K | $248.2M |
| Sequoia Financial Advisors, LLC | $64.2M | $180.0M |
| Modera Wealth Management, LLC | $243.4M | $496K |
| LPL Financial LLC | $173.7M | $62.1M |
| Corient Private Wealth LP | $113.1M | $107.9M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: AVDV institutional holders, ACWI institutional holders.
Frequently asked questions
How much do AVDV and ACWI overlap?
0.1% by weight, with 18 holdings in common, using holdings for AVDV as of May 31, 2026 and ACWI as of July 31, 2026. The largest shared position is CDE.
Do institutions hold both AVDV and ACWI?
235 Form 13F filers report positions in both, out of 1,316 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.