GDIV vs AVGV overlap

GDIV and AVGV overlap 0.0% by weight, across 0 shared holdings.

GDIVAVGV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

GDIV0.0% of the fund is in shared holdings, of 51

AVGV0.0% of the fund is in shared holdings, of 6

These funds report on different dates (GDIV: July 31, 2026, AVGV: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

These funds hold nothing in common.

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: GDIV, SEC Form N-PORT, July 31, 2026; AVGV, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 55 holding any

GDIV26.3% of its 13F dollars, 14.3% of its 28 holders

AVGV5.0% of its 13F dollars, 12.9% of its 31 holders

Largest institutions holding both

Firm	GDIV	AVGV
LPL Financial LLC	$16.1M	$2.7M
Raymond James Financial Inc.	$8.1M	$1.3M
Copper Harbor Investment Advisors, LLC	$750K	$382K
Farther Finance Advisors, LLC	$17K	$383K

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: GDIV institutional holders, AVGV institutional holders.

Frequently asked questions

How much do GDIV and AVGV overlap?

0.0% by weight, with 0 holdings in common, using holdings for GDIV as of July 31, 2026 and AVGV as of May 31, 2026.

Do institutions hold both GDIV and AVGV?

4 Form 13F filers report positions in both, out of 55 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%.