FVD vs CGBL overlap
FVD and CGBL overlap 5.9% by weight, across 15 shared holdings.
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Top shared holdings
| Holding | FVD | CGBL | Overlap |
|---|---|---|---|
| Comcast Corp.-aCMCSA | 0.43% | 0.65% | 0.43% |
| Arthur J GallaghAJG | 0.43% | 0.72% | 0.43% |
| Home Depot Inc.HD | 0.42% | 0.50% | 0.42% |
| AON PLC-Class aAON | 0.41% | 0.84% | 0.41% |
| Amgen Inc.AMGN | 0.41% | 0.54% | 0.41% |
| IBMIBM | 0.43% | 0.41% | 0.41% |
| Union PAC Corp.UNP | 0.41% | 0.79% | 0.41% |
| Philip Morris inPM | 0.41% | 2.07% | 0.41% |
| DTE Energy CoDTE | 0.40% | 0.69% | 0.40% |
| Southern CoSO | 0.40% | 0.97% | 0.40% |
| Gilead SciencesGILD | 0.39% | 0.74% | 0.39% |
| Bank of AmericaBAC | 0.39% | 0.96% | 0.39% |
| JPMorgan ChaseJPM | 0.39% | 0.39% | 0.39% |
| Brown & BrownBRO | 0.43% | 0.35% | 0.35% |
| L3harris TechnolLHX | 0.40% | 0.29% | 0.29% |
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; CGBL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FVD | CGBL |
|---|---|---|
| LPL Financial LLC | $770.2M | $710.5M |
| Morgan Stanley | $842.8M | $233.6M |
| Wells Fargo & Company | $247.4M | $384.9M |
| Envestnet Asset Management Inc. | $153.2M | $366.5M |
| Raymond James Financial Inc. | $244.1M | $215.4M |
| Advance Capital Management, Inc. | $1.8M | $457.1M |
| Cambridge Investment Research Advisors, Inc. | $111.9M | $196.9M |
| Cetera Investment Advisers | $90.9M | $182.9M |
| Bank of America Corp. | $254.1M | $15.0M |
| Royal Bank of Canada | $153.3M | $95.6M |
| Osaic Holdings, Inc. | $97.0M | $136.1M |
| Commonwealth Equity Services, LLC | $90.7M | $132.2M |
| Stifel Financial Corp. | $106.7M | $59.4M |
| UBS Group AG | $147.6M | $12.7M |
| Jones Financial Companies LLLP | $31.2M | $89.7M |
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, CGBL institutional holders.
Frequently asked questions
How much do FVD and CGBL overlap?
5.9% by weight, with 15 holdings in common, using holdings for FVD as of June 30, 2026 and CGBL as of June 30, 2026. The largest shared position is CMCSA.
Do institutions hold both FVD and CGBL?
203 Form 13F filers report positions in both, out of 796 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%.