CGVV vs BAMV overlap
2 institutions report holding both CGVV and BAMV.
CGVVBAMV
Pick 2 to 4 ETFs.
We don’t have holdings for BAMV. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 50 holding any
CGVV4.8% of its 13F dollars, 5.4% of its 37 holders
BAMV0.2% of its 13F dollars, 13.3% of its 15 holders
Largest institutions holding both
| Firm | CGVV | BAMV |
|---|---|---|
| Osaic Holdings, Inc. | $4.7M | $29K |
| Harbour Investments, Inc. | $87K | $140K |
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: CGVV institutional holders, BAMV institutional holders.
Frequently asked questions
Do institutions hold both CGVV and BAMV?
2 Form 13F filers report positions in both, out of 50 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%.