VFLO vs JAVA overlap
VFLO and JAVA overlap 4.5% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VFLO | JAVA | Overlap |
|---|---|---|---|
| ConocophillipsCOP | 2.11% | 0.84% | 0.84% |
| Merck & CoMRK | 2.98% | 0.74% | 0.74% |
| EQT Corp.EQT | 1.64% | 0.68% | 0.68% |
| Booking HoldingsBKNG | 2.73% | 0.65% | 0.65% |
| The Cigna GroupCI | 2.66% | 0.61% | 0.61% |
| EOG ResourcesEOG | 2.37% | 0.60% | 0.60% |
| Cardinal HealthCAH | 1.55% | 0.28% | 0.28% |
| Roper TechnologiROP | 1.32% | 0.13% | 0.13% |
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: VFLO, SEC Form N-PORT, June 30, 2026; JAVA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VFLO | JAVA |
|---|---|---|
| JPMorgan Chase & Co | $7.3M | $1.6B |
| LPL Financial LLC | $643.7M | $573.9M |
| Morgan Stanley | $684.7M | $134.0M |
| Bank of America Corp. | $748.3M | $58.0M |
| Sagespring Wealth Partners, LLC | $2.2M | $411.9M |
| Wells Fargo & Company | $380.8M | $19.0M |
| Northwestern Mutual Wealth Management Co | $371.4M | $9.4M |
| Raymond James Financial Inc. | $293.5M | $58.4M |
| Ameriprise Financial Inc. | $142.9M | $201.7M |
| UBS Group AG | $194.4M | $24.5M |
| Royal Bank of Canada | $110.5M | $103.8M |
| Envestnet Asset Management Inc. | $114.1M | $89.0M |
| Cetera Investment Advisers | $19.2M | $149.2M |
| Great Valley Advisor Group, Inc. | $90.4M | $65.7M |
| Merit Financial Group, LLC | $147.5M | $1.3M |
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: VFLO institutional holders, JAVA institutional holders.
Frequently asked questions
How much do VFLO and JAVA overlap?
4.5% by weight, with 8 holdings in common, using holdings for VFLO as of June 30, 2026 and JAVA as of June 30, 2026. The largest shared position is COP.
Do institutions hold both VFLO and JAVA?
103 Form 13F filers report positions in both, out of 482 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%.