IVW vs ITOT overlap
IVW and ITOT overlap 59.6% by weight, across 147 shared holdings.
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Top shared holdings
| Holding | IVW | ITOT | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 13.65% | 6.63% | 6.63% |
| Apple Inc.AAPL | 5.98% | 5.81% | 5.81% |
| Microsoft Corp.MSFT | 7.80% | 3.79% | 3.79% |
| Amazon.COM Inc.AMZN | 3.48% | 3.19% | 3.19% |
| Alphabet Inc.-aGOOGL | 5.90% | 2.86% | 2.86% |
| Broadcom Inc.AVGO | 5.04% | 2.45% | 2.45% |
| Alphabet Inc.-CGOOG | 4.70% | 2.29% | 2.29% |
| Micron TechMU | 3.67% | 1.78% | 1.78% |
| META Platforms-aMETA | 3.48% | 1.69% | 1.69% |
| Tesla Inc.TSLA | 2.07% | 1.62% | 1.62% |
| ELI Lilly & CoLLY | 2.67% | 1.30% | 1.30% |
| ADV Micro DeviceAMD | 2.67% | 1.30% | 1.30% |
| Berkshire HATH-BBRK/B | 2.58% | 1.25% | 1.25% |
| JPMorgan ChaseJPM | 1.68% | 1.20% | 1.20% |
| Johnson&JohnsonJNJ | 1.02% | 0.84% | 0.84% |
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: IVW, SEC Form N-PORT, June 30, 2026; ITOT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IVW | ITOT |
|---|---|---|
| BlackRock, Inc. | $601.4M | $14.1B |
| Wells Fargo & Company | $2.1B | $10.9B |
| Envestnet Asset Management Inc. | $6.8B | $686.3M |
| Morgan Stanley | $4.8B | $1.7B |
| JPMorgan Chase & Co | $5.4B | $291.6M |
| LPL Financial LLC | $3.0B | $1.1B |
| Bank of America Corp. | $2.9B | $1.1B |
| Wealthfront Advisers LLC | $381K | $2.5B |
| Betterment LLC | $1.8M | $1.7B |
| Focus Partners Wealth | $267.9M | $1.4B |
| Alliancebernstein L.P. | $15.5M | $1.6B |
| Ameriprise Financial Inc. | $1.1B | $348.8M |
| Stifel Financial Corp. | $1.1B | $286.1M |
| UBS Group AG | $1.1B | $159.6M |
| Focus Partners Advisor Solutions, LLC | $8.5M | $962.4M |
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: IVW institutional holders, ITOT institutional holders.
Frequently asked questions
How much do IVW and ITOT overlap?
59.6% by weight, with 147 holdings in common, using holdings for IVW as of June 30, 2026 and ITOT as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both IVW and ITOT?
1,107 Form 13F filers report positions in both, out of 2,736 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%.