FVD vs BBUS overlap
FVD and BBUS overlap 19.5% by weight, across 147 shared holdings.
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Top shared holdings
| Holding | FVD | BBUS | Overlap |
|---|---|---|---|
| Merck & CoMRK | 0.43% | 0.49% | 0.43% |
| Johnson&JohnsonJNJ | 0.43% | 0.96% | 0.43% |
| Abbvie Inc.ABBV | 0.43% | 0.69% | 0.43% |
| Home Depot Inc.HD | 0.42% | 0.51% | 0.42% |
| Philip Morris inPM | 0.41% | 0.46% | 0.41% |
| RTX Corp.RTX | 0.41% | 0.45% | 0.41% |
| Coca-Cola Co/theKO | 0.40% | 0.53% | 0.40% |
| Bank of AmericaBAC | 0.39% | 0.63% | 0.39% |
| Procter & GamblePG | 0.39% | 0.52% | 0.39% |
| JPMorgan ChaseJPM | 0.39% | 1.47% | 0.39% |
| Exxon Mobil Corp.XOM | 0.39% | 1.00% | 0.39% |
| Cisco SystemsCSCO | 0.38% | 0.71% | 0.38% |
| Chevron Corp.CVX | 0.37% | 0.56% | 0.37% |
| Morgan StanleyMS | 0.36% | 0.39% | 0.36% |
| Goldman Sachs GPGS | 0.36% | 0.47% | 0.36% |
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: FVD, SEC Form N-PORT, June 30, 2026; BBUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FVD | BBUS |
|---|---|---|
| Morgan Stanley | $842.8M | $492.5M |
| LPL Financial LLC | $770.2M | $525.1M |
| JPMorgan Chase & Co | $50.5M | $880.8M |
| Janney Montgomery Scott LLC | $25.0M | $484.2M |
| Envestnet Asset Management Inc. | $153.2M | $306.8M |
| Raymond James Financial Inc. | $244.1M | $79.8M |
| Cambridge Investment Research Advisors, Inc. | $111.9M | $155.1M |
| Bank of America Corp. | $254.1M | $3.1M |
| Wells Fargo & Company | $247.4M | $723K |
| Vestmark Advisory Solutions, Inc. | $3.2M | $242.0M |
| Cetera Investment Advisers | $90.9M | $77.5M |
| Royal Bank of Canada | $153.3M | $12.0M |
| Osaic Holdings, Inc. | $97.0M | $62.2M |
| UBS Group AG | $147.6M | $1.8M |
| Commonwealth Equity Services, LLC | $90.7M | $24.0M |
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: FVD institutional holders, BBUS institutional holders.
Frequently asked questions
How much do FVD and BBUS overlap?
19.5% by weight, with 147 holdings in common, using holdings for FVD as of June 30, 2026 and BBUS as of July 31, 2026. The largest shared position is MRK.
Do institutions hold both FVD and BBUS?
132 Form 13F filers report positions in both, out of 736 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%.