SPLV vs ESGV overlap
SPLV and ESGV overlap 11.0% by weight, across 64 shared holdings.
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Top shared holdings
| Holding | SPLV | ESGV | Overlap |
|---|---|---|---|
| VISA Inc.-Class aV | 0.90% | 0.93% | 0.90% |
| JPMorgan ChaseJPM | 0.87% | 1.29% | 0.87% |
| Costco WholesaleCOST | 1.02% | 0.72% | 0.72% |
| Mastercard Inc.-aMA | 0.89% | 0.67% | 0.67% |
| Bank of AmericaBAC | 0.87% | 0.57% | 0.57% |
| Procter & GamblePG | 1.07% | 0.57% | 0.57% |
| Coca-Cola Co/theKO | 1.18% | 0.52% | 0.52% |
| Linde PLCLIN | 1.17% | 0.40% | 0.40% |
| McDonalds Corp.MCD | 1.16% | 0.34% | 0.34% |
| Pepsico Inc.PEP | 0.84% | 0.33% | 0.33% |
| TJX COS Inc.TJX | 1.13% | 0.29% | 0.29% |
| At&T Inc.T | 0.85% | 0.29% | 0.29% |
| Welltower Inc.WELL | 0.89% | 0.24% | 0.24% |
| Prologis Inc.PLD | 0.89% | 0.23% | 0.23% |
| Chubb Ltd.CB | 1.06% | 0.19% | 0.19% |
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: SPLV, SEC Form N-PORT, May 31, 2026; ESGV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPLV | ESGV |
|---|---|---|
| Morgan Stanley | $370.3M | $227.7M |
| Bank of America Corp. | $521.8M | $75.8M |
| Vanguard Advisers Inc. | $65K | $508.1M |
| LPL Financial LLC | $286.7M | $36.2M |
| Wealthfront Advisers LLC | $439K | $240.6M |
| Creative Planning | $10.7M | $193.8M |
| Royal Bank of Canada | $137.8M | $64.4M |
| Raymond James Financial Inc. | $84.0M | $88.3M |
| FMR LLC | $163.8M | $3.9M |
| Ameriprise Financial Inc. | $92.9M | $32.3M |
| Wells Fargo & Company | $104.6M | $11.0M |
| UBS Group AG | $71.1M | $30.5M |
| Commonwealth Equity Services, LLC | $62.7M | $19.7M |
| Envestnet Asset Management Inc. | $45.6M | $30.4M |
| PNC Financial Services Group, Inc. | $74.2M | $672K |
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: SPLV institutional holders, ESGV institutional holders.
Frequently asked questions
How much do SPLV and ESGV overlap?
11.0% by weight, with 64 holdings in common, using holdings for SPLV as of May 31, 2026 and ESGV as of May 31, 2026. The largest shared position is V.
Do institutions hold both SPLV and ESGV?
262 Form 13F filers report positions in both, out of 1,210 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%.