LVDS vs ACVU overlap
LVDS and ACVU overlap 33.5% by weight, across 30 shared holdings.
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Top shared holdings
| Holding | LVDS | ACVU | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 6.26% | 7.12% | 6.26% |
| Microsoft Corp.MSFT | 4.39% | 6.67% | 4.39% |
| Apple Inc.AAPL | 4.82% | 4.04% | 4.04% |
| Abbvie Inc.ABBV | 1.90% | 2.02% | 1.90% |
| Philip Morris inPM | 1.62% | 1.99% | 1.62% |
| Johnson&JohnsonJNJ | 1.45% | 2.08% | 1.45% |
| Bank of AmericaBAC | 1.97% | 1.38% | 1.38% |
| Unitedhealth GRPUNH | 1.31% | 1.47% | 1.31% |
| Morgan StanleyMS | 1.45% | 1.01% | 1.01% |
| Wells Fargo & CoWFC | 1.60% | 0.97% | 0.97% |
| ConocophillipsCOP | 0.94% | 3.67% | 0.94% |
| Deere & CoDE | 1.20% | 0.85% | 0.85% |
| Intel Corp.INTC | 0.74% | 1.07% | 0.74% |
| TJX COS Inc.TJX | 0.71% | 1.11% | 0.71% |
| Blackrock Inc.BLK | 0.88% | 0.62% | 0.62% |
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: LVDS, SEC Form N-PORT, June 30, 2026; ACVU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LVDS | ACVU |
|---|---|---|
| LPL Financial LLC | $10.4M | $1.8M |
| Jones Financial Companies LLLP | $401K | $11.4M |
| Raymond James Financial Inc. | $5.9M | $1.3M |
| Cetera Investment Advisers | $1.9M | $275K |
| Wells Fargo & Company | $1.4M | $38K |
| Citadel Advisors LLC | $380K | $264K |
| Osaic Holdings, Inc. | $410K | $161K |
| Commonwealth Equity Services, LLC | $334K | $200K |
| Morgan Stanley | $140K | $264K |
| Royal Bank of Canada | $315K | $48K |
| FMR LLC | $84K | $225K |
| Integrated Wealth Concepts LLC | $70K | $4K |
| Harbour Investments, Inc. | $54K | $8K |
| Steward Partners Investment Advisory, LLC | $36K | $12K |
| TSFG, LLC | $7K | $5K |
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: LVDS institutional holders, ACVU institutional holders.
Frequently asked questions
How much do LVDS and ACVU overlap?
33.5% by weight, with 30 holdings in common, using holdings for LVDS as of June 30, 2026 and ACVU as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both LVDS and ACVU?
15 Form 13F filers report positions in both, out of 49 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%.