VALQ vs LRGE overlap
VALQ and LRGE overlap 3.8% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | VALQ | LRGE | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 1.57% | 8.25% | 1.57% |
| META Platforms-aMETA | 0.93% | 6.22% | 0.93% |
| Linde PLCLIN | 0.25% | 0.92% | 0.25% |
| Amazon.COM Inc.AMZN | 0.15% | 7.34% | 0.15% |
| Alphabet Inc.-aGOOGL | 0.14% | 3.13% | 0.14% |
| Arista NetworksANET | 0.14% | 1.83% | 0.14% |
| Netflix Inc.NFLX | 0.13% | 2.93% | 0.13% |
| Eaton Corp. PLCETN | 0.13% | 3.00% | 0.13% |
| VISA Inc.-Class aV | 0.12% | 4.39% | 0.12% |
| Blackstone Inc.BX | 0.12% | 1.91% | 0.12% |
| Thermo FisherTMO | 0.12% | 1.66% | 0.12% |
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: VALQ, SEC Form N-PORT, May 31, 2026; LRGE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VALQ | LRGE |
|---|---|---|
| Envestnet Asset Management Inc. | $64.5M | $8.1M |
| Private Advisor Group, LLC | $44.2M | $1.3M |
| LPL Financial LLC | $8.4M | $33.5M |
| Morgan Stanley | $11K | $28.7M |
| Royal Bank of Canada | $602K | $11.4M |
| Raymond James Financial Inc. | $412K | $8.3M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $3.4M |
| HighTower Advisors, LLC | $678K | $3.7M |
| Northwestern Mutual Wealth Management Co | $1.5M | $1.7M |
| Goldman Sachs Group Inc. | $774K | $1.4M |
| Osaic Holdings, Inc. | $88K | $1.0M |
| Wells Fargo & Company | $33 | $971K |
| JPMorgan Chase & Co | $438K | $178K |
| Wealth Enhancement Advisory Services, LLC | $259K | $339K |
| Farther Finance Advisors, LLC | $242K | $90K |
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: VALQ institutional holders, LRGE institutional holders.
Frequently asked questions
How much do VALQ and LRGE overlap?
3.8% by weight, with 11 holdings in common, using holdings for VALQ as of May 31, 2026 and LRGE as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both VALQ and LRGE?
17 Form 13F filers report positions in both, out of 95 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%.