ESGV vs DLN overlap
ESGV and DLN overlap 46.5% by weight, across 207 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ESGV | DLN | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 5.66% | 3.69% | 3.69% |
| Nvidia Corp.NVDA | 8.37% | 3.58% | 3.58% |
| Apple Inc.AAPL | 7.62% | 2.18% | 2.18% |
| Broadcom Inc.AVGO | 3.50% | 2.18% | 2.18% |
| META Platforms-aMETA | 2.34% | 1.79% | 1.79% |
| Alphabet Inc.-aGOOGL | 3.74% | 1.45% | 1.45% |
| Alphabet Inc.-CGOOG | 3.02% | 1.32% | 1.32% |
| ELI Lilly & CoLLY | 1.50% | 1.30% | 1.30% |
| JPMorgan ChaseJPM | 1.29% | 2.88% | 1.29% |
| VISA Inc.-Class aV | 0.93% | 0.94% | 0.93% |
| Micron TechMU | 1.84% | 0.84% | 0.84% |
| Cisco SystemsCSCO | 0.81% | 1.29% | 0.81% |
| LAM ResearchLRCX | 0.68% | 0.70% | 0.68% |
| Abbvie Inc.ABBV | 0.65% | 1.75% | 0.65% |
| Unitedhealth GRPUNH | 0.59% | 1.28% | 0.59% |
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; DLN, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ESGV | DLN |
|---|---|---|
| Morgan Stanley | $227.7M | $283.0M |
| Vanguard Advisers Inc. | $508.1M | $77K |
| LPL Financial LLC | $36.2M | $395.5M |
| PNC Financial Services Group, Inc. | $672K | $335.7M |
| Creative Planning | $193.8M | $129.0M |
| Focus Partners Wealth | $17.7M | $251.7M |
| Ameriprise Financial Inc. | $32.3M | $235.0M |
| Bank of America Corp. | $75.8M | $99.7M |
| UBS Group AG | $30.5M | $126.7M |
| Raymond James Financial Inc. | $88.3M | $61.7M |
| Great Valley Advisor Group, Inc. | $1.2M | $142.2M |
| Cetera Investment Advisers | $7.9M | $105.4M |
| Royal Bank of Canada | $64.4M | $44.3M |
| Envestnet Asset Management Inc. | $30.4M | $75.5M |
| Cambridge Investment Research Advisors, Inc. | $28.6M | $70.9M |
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: ESGV institutional holders, DLN institutional holders.
Frequently asked questions
How much do ESGV and DLN overlap?
46.5% by weight, with 207 holdings in common, using holdings for ESGV as of May 31, 2026 and DLN as of June 30, 2026. The largest shared position is MSFT.
Do institutions hold both ESGV and DLN?
212 Form 13F filers report positions in both, out of 980 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%.