IUSV vs CGGR overlap
IUSV and CGGR overlap 15.5% by weight, across 40 shared holdings.
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Top shared holdings
| Holding | IUSV | CGGR | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 3.56% | 2.69% | 2.69% |
| Apple Inc.AAPL | 6.90% | 1.79% | 1.79% |
| Tesla Inc.TSLA | 1.46% | 5.85% | 1.46% |
| Intel Corp.INTC | 2.14% | 1.19% | 1.19% |
| Bank of AmericaBAC | 1.21% | 1.05% | 1.05% |
| VISA Inc.-Class aV | 0.83% | 2.34% | 0.83% |
| General ElectricGE | 0.61% | 1.11% | 0.61% |
| Costco WholesaleCOST | 1.35% | 0.60% | 0.60% |
| Unitedhealth GRPUNH | 1.23% | 0.56% | 0.56% |
| Thermo FisherTMO | 0.61% | 0.53% | 0.53% |
| Salesforce Inc.CRM | 0.42% | 0.89% | 0.42% |
| Vertex PharmVRTX | 0.41% | 1.56% | 0.41% |
| Philip Morris inPM | 0.40% | 0.62% | 0.40% |
| Mastercard Inc.-aMA | 0.44% | 0.35% | 0.35% |
| EOG ResourcesEOG | 0.22% | 0.77% | 0.22% |
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: IUSV, SEC Form N-PORT, June 30, 2026; CGGR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IUSV | CGGR |
|---|---|---|
| Bank of America Corp. | $9.6B | $683.4M |
| LPL Financial LLC | $1.9B | $2.8B |
| Morgan Stanley | $1.1B | $1.5B |
| Envestnet Asset Management Inc. | $834.5M | $781.7M |
| Jones Financial Companies LLLP | $889.9M | $528.8M |
| Raymond James Financial Inc. | $182.4M | $765.0M |
| Wells Fargo & Company | $93.8M | $829.5M |
| Commonwealth Equity Services, LLC | $73.8M | $658.4M |
| Northwestern Mutual Wealth Management Co | $28.1M | $618.6M |
| Kestra Investment Management, LLC | $491.7M | $133.3M |
| Cetera Investment Advisers | $83.2M | $500.0M |
| Royal Bank of Canada | $173.6M | $390.3M |
| Cambridge Investment Research Advisors, Inc. | $33.4M | $481.1M |
| Osaic Holdings, Inc. | $66.5M | $432.6M |
| UBS Group AG | $169.7M | $257.4M |
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: IUSV institutional holders, CGGR institutional holders.
Frequently asked questions
How much do IUSV and CGGR overlap?
15.5% by weight, with 40 holdings in common, using holdings for IUSV as of June 30, 2026 and CGGR as of May 31, 2026. The largest shared position is AMZN.
Do institutions hold both IUSV and CGGR?
284 Form 13F filers report positions in both, out of 1,177 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%.