VBR vs AVUV overlap
VBR and AVUV overlap 15.0% by weight, across 243 shared holdings.
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Top shared holdings
| Holding | VBR | AVUV | Overlap |
|---|---|---|---|
| Viasat Inc.VSAT | 0.25% | 1.39% | 0.25% |
| Ryder System Inc.R | 0.21% | 0.60% | 0.21% |
| Columbia BankingCOLB | 0.20% | 0.40% | 0.20% |
| EnersysENS | 0.18% | 0.20% | 0.18% |
| Plexus Corp.PLXS | 0.17% | 0.69% | 0.17% |
| Terex Corp.TEX | 0.17% | 0.39% | 0.17% |
| AXIS CapitalAXS | 0.16% | 0.22% | 0.16% |
| Avnet Inc.AVT | 0.16% | 0.86% | 0.16% |
| Kirby Corp.KEX | 0.16% | 0.40% | 0.16% |
| Onemain HoldingsOMF | 0.16% | 0.23% | 0.16% |
| Jackson FI-aJXN | 0.15% | 0.38% | 0.15% |
| Valley NATL BANCVLY | 0.15% | 0.27% | 0.15% |
| Archrock Inc.AROC | 0.15% | 0.61% | 0.15% |
| Hanover InsurancTHG | 0.14% | 0.50% | 0.14% |
| LEAR Corp.LEA | 0.14% | 0.89% | 0.14% |
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: VBR, SEC Form N-PORT, June 30, 2026; AVUV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VBR | AVUV |
|---|---|---|
| Bank of America Corp. | $3.3B | $431.6M |
| Creative Planning | $83.1M | $2.7B |
| Morgan Stanley | $938.8M | $425.2M |
| LPL Financial LLC | $375.2M | $981.2M |
| Assetmark, Inc. | $1.2B | $276K |
| Focus Partners Wealth | $202.5M | $818.8M |
| Betterment LLC | $683.5M | $23.0M |
| Wells Fargo & Company | $407.3M | $285.2M |
| Envestnet Asset Management Inc. | $387.2M | $299.3M |
| UBS Group AG | $356.4M | $200.6M |
| Ameriprise Financial Inc. | $164.1M | $385.7M |
| Raymond James Financial Inc. | $249.2M | $240.7M |
| Aspiriant, LLC | $424.2M | $241K |
| Cetera Investment Advisers | $292.0M | $132.3M |
| Mason Investment Advisory Services, Inc. | $68.6M | $352.3M |
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: VBR institutional holders, AVUV institutional holders.
Frequently asked questions
How much do VBR and AVUV overlap?
15.0% by weight, with 243 holdings in common, using holdings for VBR as of June 30, 2026 and AVUV as of May 31, 2026. The largest shared position is VSAT.
Do institutions hold both VBR and AVUV?
672 Form 13F filers report positions in both, out of 2,230 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%.