FVD vs FBCG overlap
FVD and FBCG overlap 3.7% by weight, across 24 shared holdings.
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Top shared holdings
| Holding | FVD | FBCG | Overlap |
|---|---|---|---|
| Welltower Inc.WELL | 0.42% | 0.62% | 0.42% |
| Abbvie Inc.ABBV | 0.43% | 0.42% | 0.42% |
| Gilead SciencesGILD | 0.39% | 0.57% | 0.39% |
| LOWE'S COS Inc.LOW | 0.40% | 0.37% | 0.37% |
| TJX COS Inc.TJX | 0.36% | 0.34% | 0.34% |
| Johnson&JohnsonJNJ | 0.43% | 0.25% | 0.25% |
| Goldman Sachs GPGS | 0.36% | 0.25% | 0.25% |
| Cummins Inc.CMI | 0.38% | 0.18% | 0.18% |
| Morgan StanleyMS | 0.36% | 0.15% | 0.15% |
| Exxon Mobil Corp.XOM | 0.39% | 0.14% | 0.14% |
| Home Depot Inc.HD | 0.42% | 0.13% | 0.13% |
| British American TOB-SP ADR Depositary ReceiptBTI | 0.41% | 0.12% | 0.12% |
| Paccar Inc.PCAR | 0.39% | 0.12% | 0.12% |
| Kimberly-ClarkKMB | 0.43% | 0.10% | 0.10% |
| Entergy Corp.ETR | 0.40% | 0.08% | 0.08% |
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; FBCG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FVD | FBCG |
|---|---|---|
| FMR LLC | $4.2M | $1.2B |
| Morgan Stanley | $842.8M | $112.9M |
| LPL Financial LLC | $770.2M | $44.0M |
| JPMorgan Chase & Co | $50.5M | $545.5M |
| Bank of America Corp. | $254.1M | $100.5M |
| Sagespring Wealth Partners, LLC | $338K | $342.5M |
| Envestnet Asset Management Inc. | $153.2M | $177.6M |
| Wells Fargo & Company | $247.4M | $80.6M |
| Commonwealth Equity Services, LLC | $90.7M | $180.8M |
| Raymond James Financial Inc. | $244.1M | $3.8M |
| UBS Group AG | $147.6M | $52.5M |
| Cetera Investment Advisers | $90.9M | $102.7M |
| Royal Bank of Canada | $153.3M | $7K |
| Cambridge Investment Research Advisors, Inc. | $111.9M | $41.1M |
| Stifel Financial Corp. | $106.7M | $9.7M |
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, FBCG institutional holders.
Frequently asked questions
How much do FVD and FBCG overlap?
3.7% by weight, with 24 holdings in common, using holdings for FVD as of June 30, 2026 and FBCG as of July 31, 2026. The largest shared position is WELL.
Do institutions hold both FVD and FBCG?
160 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%.