SFGV vs APIE overlap

SFGV and APIE overlap 0.1% by weight, across 2 shared holdings.

SFGVAPIE

Pick 2 to 4 ETFs.

0.1%

overlap by weight, across 2 shared holdings

SFGV16.3% of the fund is in shared holdings, of 484

APIE0.1% of the fund is in shared holdings, of 546

Top shared holdings

Holding	SFGV	APIE	Overlap
Vanguard FTSE EMVWO	6.04%	0.05%	0.05%
Vanguard FTSE Developed ETF Mutual FundVEA	10.26%	0.00%	0.00%

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: SFGV, SEC Form N-PORT, May 29, 2026; APIE, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 52 holding any

SFGV0.1% of its 13F dollars, 36.4% of its 11 holders

APIE1.0% of its 13F dollars, 8.9% of its 45 holders

Largest institutions holding both

Firm	SFGV	APIE
Osaic Holdings, Inc.	$321K	$8.3M
Susquehanna International Group, LLP	$255K	$2.1M
Mariner, LLC	$569K	$715K
UBS Group AG	$3K	$86K

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: SFGV institutional holders, APIE institutional holders.

Frequently asked questions

How much do SFGV and APIE overlap?

0.1% by weight, with 2 holdings in common, using holdings for SFGV as of May 29, 2026 and APIE as of May 31, 2026. The largest shared position is VWO.

Do institutions hold both SFGV and APIE?

4 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%.