ESGV vs CGDG overlap
ESGV and CGDG overlap 12.4% by weight, across 35 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ESGV | CGDG | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 3.50% | 4.63% | 3.50% |
| JPMorgan ChaseJPM | 1.29% | 1.04% | 1.04% |
| Microsoft Corp.MSFT | 5.66% | 0.89% | 0.89% |
| Abbvie Inc.ABBV | 0.65% | 1.58% | 0.65% |
| Bank of AmericaBAC | 0.57% | 0.62% | 0.57% |
| Home Depot Inc.HD | 0.53% | 0.81% | 0.53% |
| Unitedhealth GRPUNH | 0.59% | 0.52% | 0.52% |
| Merck & CoMRK | 0.50% | 0.74% | 0.50% |
| KLA Corp.KLAC | 0.43% | 1.08% | 0.43% |
| Morgan StanleyMS | 0.40% | 0.86% | 0.40% |
| Linde PLCLIN | 0.40% | 1.09% | 0.40% |
| Amgen Inc.AMGN | 0.31% | 0.68% | 0.31% |
| Abbott LabsABT | 0.25% | 0.71% | 0.25% |
| Welltower Inc.WELL | 0.24% | 1.99% | 0.24% |
| Accenture PLC-aACN | 0.20% | 0.67% | 0.20% |
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: ESGV, SEC Form N-PORT, May 31, 2026; CGDG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ESGV | CGDG |
|---|---|---|
| LPL Financial LLC | $36.2M | $483.1M |
| Envestnet Asset Management Inc. | $30.4M | $461.6M |
| Morgan Stanley | $227.7M | $148.0M |
| Raymond James Financial Inc. | $88.3M | $192.7M |
| Wells Fargo & Company | $11.0M | $219.2M |
| Royal Bank of Canada | $64.4M | $104.3M |
| Cetera Investment Advisers | $7.9M | $157.8M |
| Cambridge Investment Research Advisors, Inc. | $28.6M | $124.0M |
| Confluence Wealth Services, Inc. | $703K | $122.0M |
| Commonwealth Equity Services, LLC | $19.7M | $96.4M |
| Jones Financial Companies LLLP | $37.5M | $71.4M |
| Bank of America Corp. | $75.8M | $10.3M |
| Valmark Advisers, Inc. | $3.9M | $80.6M |
| Betterment LLC | $78.8M | $3.5M |
| MML Investors Services, LLC | $5.0M | $75.3M |
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: ESGV institutional holders, CGDG institutional holders.
Frequently asked questions
How much do ESGV and CGDG overlap?
12.4% by weight, with 35 holdings in common, using holdings for ESGV as of May 31, 2026 and CGDG as of May 31, 2026. The largest shared position is AVGO.
Do institutions hold both ESGV and CGDG?
123 Form 13F filers report positions in both, out of 872 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%.