TOTL vs GVI overlap
TOTL and GVI overlap 1.4% by weight, across 132 shared holdings.
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Top shared holdings
| Holding | TOTL | GVI | Overlap |
|---|---|---|---|
| US Treasury N/B | 1.56% | 0.28% | 0.28% |
| US Treasury N/BT | 5.57% | 0.23% | 0.23% |
| Bank of AMER CRPBAC | 0.02% | 0.03% | 0.02% |
| JPMorgan ChaseJPM | 0.06% | 0.02% | 0.02% |
| Goldman Sachs GPGS | 0.03% | 0.02% | 0.02% |
| Bank of AMER CRP | 0.02% | 0.02% | 0.02% |
| Goldman Sachs GPGS | 0.03% | 0.02% | 0.02% |
| Wells Fargo CoWFC | 0.03% | 0.02% | 0.02% |
| JPMorgan ChaseJPM | 0.02% | 0.02% | 0.02% |
| Citigroup Inc. | 0.02% | 0.02% | 0.02% |
| Morgan Stanley | 0.02% | 0.02% | 0.02% |
| JPMorgan ChaseJPM | 0.03% | 0.02% | 0.02% |
| JPMorgan ChaseJPM | 0.03% | 0.02% | 0.02% |
| Honeywell AerospHONA | 0.03% | 0.02% | 0.02% |
| Eaton Corp. | 0.02% | 0.02% | 0.02% |
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: TOTL, SEC Form N-PORT, June 30, 2026; GVI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TOTL | GVI |
|---|---|---|
| FMR LLC | $470.5M | $104K |
| Envestnet Asset Management Inc. | $195.4M | $118.4M |
| Morgan Stanley | $272.0M | $27.5M |
| Bank of America Corp. | $87.7M | $160.5M |
| LPL Financial LLC | $172.0M | $22.3M |
| Eastern Bank | $104K | $170.6M |
| Stifel Financial Corp. | $3.2M | $167.1M |
| Bank of New York Mellon Corp | $33.6M | $78.6M |
| Keybank National Association | $539K | $105.7M |
| Fifth Third Bancorp | $1.2M | $103.7M |
| Envestnet Portfolio Solutions, Inc. | $11.1M | $90.4M |
| UBS Group AG | $89.3M | $7.7M |
| Osaic Holdings, Inc. | $89.5M | $5.2M |
| Wells Fargo & Company | $71.4M | $22.5M |
| PNC Financial Services Group, Inc. | $153K | $79.8M |
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: TOTL institutional holders, GVI institutional holders.
Frequently asked questions
How much do TOTL and GVI overlap?
1.4% by weight, with 132 holdings in common, using holdings for TOTL as of June 30, 2026 and GVI as of May 31, 2026. The largest shared position is US TREASURY N/B.
Do institutions hold both TOTL and GVI?
94 Form 13F filers report positions in both, out of 549 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%.