VFMF vs AAEQ overlap
VFMF and AAEQ overlap 19.2% by weight, across 111 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VFMF | AAEQ | Overlap |
|---|---|---|---|
| Micron TechMU | 1.25% | 2.14% | 1.25% |
| Cisco SystemsCSCO | 0.83% | 0.80% | 0.80% |
| Alphabet Inc.-aGOOGL | 0.79% | 3.55% | 0.79% |
| Abbvie Inc.ABBV | 0.74% | 0.75% | 0.74% |
| Exxon Mobil Corp.XOM | 0.59% | 0.97% | 0.59% |
| Walmart Inc.WMT | 0.56% | 0.85% | 0.56% |
| Merck & CoMRK | 0.81% | 0.54% | 0.54% |
| LAM ResearchLRCX | 0.54% | 0.88% | 0.54% |
| Johnson&JohnsonJNJ | 0.49% | 1.05% | 0.49% |
| Goldman Sachs GPGS | 0.52% | 0.47% | 0.47% |
| JPMorgan ChaseJPM | 0.45% | 1.46% | 0.45% |
| Wells Fargo & CoWFC | 0.61% | 0.42% | 0.42% |
| Citigroup Inc.C | 0.48% | 0.41% | 0.41% |
| Bank of AmericaBAC | 0.41% | 0.63% | 0.41% |
| Alphabet Inc.-CGOOG | 0.39% | 2.83% | 0.39% |
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: VFMF, SEC Form N-PORT, May 31, 2026; AAEQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VFMF | AAEQ |
|---|---|---|
| Seed Wealth Management, Inc. | $1.2M | $4.8M |
| Royal Bank of Canada | $3.7M | $1.6M |
| AQR Capital Management LLC | $1.7M | $1.1M |
| UBS Group AG | $1.5M | $24K |
| Savvy Advisors, Inc. | $264K | $646K |
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: VFMF institutional holders, AAEQ institutional holders.
Frequently asked questions
How much do VFMF and AAEQ overlap?
19.2% by weight, with 111 holdings in common, using holdings for VFMF as of May 31, 2026 and AAEQ as of June 30, 2026. The largest shared position is MU.
Do institutions hold both VFMF and AAEQ?
5 Form 13F filers report positions in both, out of 143 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%.