OVLH vs AVGV overlap

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

OVLHAVGV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

OVLH0.0% of the fund is in shared holdings, of 1

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

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

institutions report holding both, of 52 holding any

OVLH3.7% of its 13F dollars, 12.5% of its 24 holders

AVGV4.2% of its 13F dollars, 9.7% of its 31 holders

Largest institutions holding both

Firm	OVLH	AVGV
LPL Financial LLC	$2.9M	$2.7M
Raymond James Financial Inc.	$371K	$1.3M
Wells Fargo & Company	$242K	$81

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: OVLH institutional holders, AVGV institutional holders.

Frequently asked questions

How much do OVLH and AVGV overlap?

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

Do institutions hold both OVLH and AVGV?

3 Form 13F filers report positions in both, out of 52 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%.