MGC vs FVD overlap
MGC and FVD overlap 16.8% by weight, across 68 shared holdings.
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Top shared holdings
| Holding | MGC | FVD | Overlap |
|---|---|---|---|
| IBMIBM | 0.52% | 0.43% | 0.43% |
| Merck & CoMRK | 0.55% | 0.43% | 0.43% |
| Johnson&JohnsonJNJ | 1.01% | 0.43% | 0.43% |
| Abbvie Inc.ABBV | 0.72% | 0.43% | 0.43% |
| Home Depot Inc.HD | 0.59% | 0.42% | 0.42% |
| Philip Morris inPM | 0.52% | 0.41% | 0.41% |
| RTX Corp.RTX | 0.45% | 0.41% | 0.41% |
| Coca-Cola Co/theKO | 0.51% | 0.40% | 0.40% |
| Linde PLCLIN | 0.43% | 0.39% | 0.39% |
| Bank of AmericaBAC | 0.62% | 0.39% | 0.39% |
| Procter & GamblePG | 0.62% | 0.39% | 0.39% |
| JPMorgan ChaseJPM | 1.41% | 0.39% | 0.39% |
| Exxon Mobil Corp.XOM | 1.13% | 0.39% | 0.39% |
| Cisco SystemsCSCO | 0.80% | 0.38% | 0.38% |
| McDonalds Corp.MCD | 0.37% | 0.39% | 0.37% |
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: MGC, SEC Form N-PORT, May 31, 2026; FVD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MGC | FVD |
|---|---|---|
| Envestnet Asset Management Inc. | $922.1M | $153.2M |
| Morgan Stanley | $161.2M | $842.8M |
| LPL Financial LLC | $122.1M | $770.2M |
| Bank of America Corp. | $418.6M | $254.1M |
| Wells Fargo & Company | $156.2M | $247.4M |
| Raymond James Financial Inc. | $94.0M | $244.1M |
| UBS Group AG | $125.8M | $147.6M |
| Royal Bank of Canada | $36.8M | $153.3M |
| Cetera Investment Advisers | $81.9M | $90.9M |
| Cambridge Investment Research Advisors, Inc. | $50.3M | $111.9M |
| PNC Financial Services Group, Inc. | $118.9M | $17.9M |
| Commonwealth Equity Services, LLC | $45.3M | $90.7M |
| Osaic Holdings, Inc. | $28.0M | $97.0M |
| Stifel Financial Corp. | $2.6M | $106.7M |
| Truist Financial Corp. | $46.5M | $61.6M |
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: MGC institutional holders, FVD institutional holders.
Frequently asked questions
How much do MGC and FVD overlap?
16.8% by weight, with 68 holdings in common, using holdings for MGC as of May 31, 2026 and FVD as of June 30, 2026. The largest shared position is IBM.
Do institutions hold both MGC and FVD?
231 Form 13F filers report positions in both, out of 938 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%.