VFMO vs TDVG overlap
VFMO and TDVG overlap 11.9% by weight, across 33 shared holdings.
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Top shared holdings
| Holding | VFMO | TDVG | Overlap |
|---|---|---|---|
| KLA Corp.KLAC | 0.86% | 2.72% | 0.86% |
| Applied MaterialAMAT | 0.82% | 1.61% | 0.82% |
| Caterpillar Inc.CAT | 0.74% | 1.38% | 0.74% |
| Howmet AerospaceHWM | 0.71% | 1.34% | 0.71% |
| Johnson&JohnsonJNJ | 0.69% | 0.63% | 0.63% |
| Amphenol Corp.-aAPH | 0.62% | 1.27% | 0.62% |
| Exxon Mobil Corp.XOM | 0.58% | 1.55% | 0.58% |
| General ElectricGE | 0.51% | 2.46% | 0.51% |
| GE Vernova Inc.GEV | 0.76% | 0.51% | 0.51% |
| ConocophillipsCOP | 0.49% | 1.01% | 0.49% |
| SLB Ltd.SLB | 0.45% | 0.65% | 0.45% |
| Analog DevicesADI | 0.44% | 1.66% | 0.44% |
| ELI Lilly & CoLLY | 0.41% | 1.86% | 0.41% |
| Northrop GrummanNOC | 0.38% | 0.93% | 0.38% |
| Ross Stores Inc.ROST | 0.35% | 1.32% | 0.35% |
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: VFMO, SEC Form N-PORT, May 31, 2026; TDVG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VFMO | TDVG |
|---|---|---|
| Bank of America Corp. | $15.2M | $124.6M |
| Northwestern Mutual Wealth Management Co | $638K | $77.9M |
| LPL Financial LLC | $42.8M | $14.8M |
| Cetera Investment Advisers | $24.9M | $17.8M |
| Raymond James Financial Inc. | $39.2M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $30.3M | $4.0M |
| Envestnet Asset Management Inc. | $21.0M | $12.9M |
| Commonwealth Equity Services, LLC | $7.5M | $22.2M |
| Jones Financial Companies LLLP | $5K | $27.6M |
| FMR LLC | $142K | $15.2M |
| &Partners | $10.2M | $1.5M |
| Mariner, LLC | $9.8M | $1.1M |
| United Advisor Group, LLC | $824K | $9.8M |
| NewEdge Advisors, LLC | $10.2M | $364K |
| Royal Bank of Canada | $8.1M | $604K |
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: VFMO institutional holders, TDVG institutional holders.
Frequently asked questions
How much do VFMO and TDVG overlap?
11.9% by weight, with 33 holdings in common, using holdings for VFMO as of May 31, 2026 and TDVG as of June 30, 2026. The largest shared position is KLAC.
Do institutions hold both VFMO and TDVG?
48 Form 13F filers report positions in both, out of 289 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%.