EDOW vs AVUQ overlap
EDOW and AVUQ overlap 20.1% by weight, across 19 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | EDOW | AVUQ | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 3.26% | 5.89% | 3.26% |
| Nvidia Corp.NVDA | 3.25% | 12.09% | 3.25% |
| Apple Inc.AAPL | 3.23% | 11.42% | 3.23% |
| Microsoft Corp.MSFT | 3.05% | 7.20% | 3.05% |
| Alphabet Inc.-aGOOGL | 3.41% | 3.03% | 3.03% |
| VISA Inc.-Class aV | 3.45% | 1.59% | 1.59% |
| Caterpillar Inc.CAT | 4.04% | 0.67% | 0.67% |
| Home Depot Inc.HD | 3.60% | 0.50% | 0.50% |
| Walmart Inc.WMT | 3.05% | 0.43% | 0.43% |
| Amgen Inc.AMGN | 3.49% | 0.31% | 0.31% |
| American ExpressAXP | 3.51% | 0.29% | 0.29% |
| Boeing Co/theBA | 3.37% | 0.24% | 0.24% |
| Coca-Cola Co/theKO | 3.16% | 0.13% | 0.13% |
| Sherwin-WilliamsSHW | 3.68% | 0.09% | 0.09% |
| Goldman Sachs GPGS | 3.28% | 0.06% | 0.06% |
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: EDOW, SEC Form N-PORT, June 30, 2026; AVUQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EDOW | AVUQ |
|---|---|---|
| LPL Financial LLC | $26.9M | $399K |
| NewEdge Advisors, LLC | $1.0M | $10.8M |
| Citadel Advisors LLC | $306K | $682K |
| Farther Finance Advisors, LLC | $17K | $57K |
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: EDOW institutional holders, AVUQ institutional holders.
Frequently asked questions
How much do EDOW and AVUQ overlap?
20.1% by weight, with 19 holdings in common, using holdings for EDOW as of June 30, 2026 and AVUQ as of May 31, 2026. The largest shared position is AMZN.
Do institutions hold both EDOW and AVUQ?
4 Form 13F filers report positions in both, out of 103 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%.