QVMT vs PJFV overlap
QVMT and PJFV overlap 8.0% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | QVMT | PJFV | Overlap |
|---|---|---|---|
| Walmart Inc.WMT | 3.62% | 3.78% | 3.62% |
| Caterpillar Inc.CAT | 3.12% | 2.06% | 2.06% |
| Johnson ControlsJCI | 0.83% | 2.48% | 0.83% |
| 3M CoMMM | 0.79% | 2.28% | 0.79% |
| General Motors CGM | 0.73% | 2.34% | 0.73% |
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: QVMT, SEC Form N-PORT, May 31, 2026; PJFV, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | QVMT | PJFV |
|---|---|---|
| LPL Financial LLC | $23.5M | $8.5M |
| Raymond James Financial Inc. | $1.3M | $12.2M |
| Envestnet Asset Management Inc. | $927K | $664K |
| Citadel Advisors LLC | $398K | $364K |
| Osaic Holdings, Inc. | $668K | $43K |
| Cetera Investment Advisers | $371K | $212K |
| Private Trust Co NA | $14K | $13K |
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: QVMT institutional holders, PJFV institutional holders.
Frequently asked questions
How much do QVMT and PJFV overlap?
8.0% by weight, with 5 holdings in common, using holdings for QVMT as of May 31, 2026 and PJFV as of May 29, 2026. The largest shared position is WMT.
Do institutions hold both QVMT and PJFV?
7 Form 13F filers report positions in both, out of 62 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%.