STXV vs DVND overlap
STXV and DVND overlap 28.6% by weight, across 42 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | STXV | DVND | Overlap |
|---|---|---|---|
| Bank of AmericaBAC | 2.14% | 2.14% | 2.14% |
| Exxon Mobil Corp.XOM | 3.02% | 2.03% | 2.03% |
| Unitedhealth GRPUNH | 2.13% | 1.75% | 1.75% |
| Chevron Corp.CVX | 1.74% | 1.84% | 1.74% |
| Johnson&JohnsonJNJ | 1.74% | 2.37% | 1.74% |
| Goldman Sachs GPGS | 1.48% | 1.60% | 1.48% |
| Merck & CoMRK | 1.25% | 1.91% | 1.25% |
| Procter & GamblePG | 1.18% | 1.93% | 1.18% |
| Cisco SystemsCSCO | 1.12% | 2.26% | 1.12% |
| Wells Fargo & CoWFC | 1.12% | 1.74% | 1.12% |
| Qualcomm Inc.QCOM | 0.98% | 1.75% | 0.98% |
| Home Depot Inc.HD | 0.92% | 1.99% | 0.92% |
| Verizon CommunicVZ | 0.92% | 1.55% | 0.92% |
| At&T Inc.T | 0.82% | 1.25% | 0.82% |
| Pepsico Inc.PEP | 0.80% | 1.54% | 0.80% |
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: STXV, SEC Form N-PORT, June 30, 2026; DVND, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | STXV | DVND |
|---|---|---|
| Envestnet Asset Management Inc. | $313K | $10.4M |
| Osaic Holdings, Inc. | $393K | $30K |
| Morgan Stanley | $61 | $50 |
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: STXV institutional holders, DVND institutional holders.
Frequently asked questions
How much do STXV and DVND overlap?
28.6% by weight, with 42 holdings in common, using holdings for STXV as of June 30, 2026 and DVND as of June 30, 2026. The largest shared position is BAC.
Do institutions hold both STXV and DVND?
3 Form 13F filers report positions in both, out of 33 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%.