VFMV vs BWZ overlap
VFMV and BWZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: VFMV, SEC Form N-PORT, May 31, 2026; BWZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VFMV | BWZ |
|---|---|---|
| Goldman Sachs Group Inc. | $812K | $23.0M |
| LPL Financial LLC | $17.9M | $2.7M |
| UBS Group AG | $9.1M | $7.0M |
| Royal Bank of Canada | $1.5M | $5.7M |
| Envestnet Asset Management Inc. | $3.0M | $3.3M |
| Cetera Investment Advisers | $3.9M | $1.6M |
| Morgan Stanley | $90K | $4.3M |
| Creative Financial Designs Inc. | $4.2M | $28K |
| Commonwealth Equity Services, LLC | $984K | $2.7M |
| Osaic Holdings, Inc. | $1.2M | $2.3M |
| Quantinno Capital Management LP | $423K | $2.7M |
| MML Investors Services, LLC | $1.5M | $1.3M |
| Mercer Global Advisors Inc. | $1.4M | $464K |
| HighTower Advisors, LLC | $464K | $468K |
| Wells Fargo & Company | $38K | $799K |
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: VFMV institutional holders, BWZ institutional holders.
Frequently asked questions
How much do VFMV and BWZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for VFMV as of May 31, 2026 and BWZ as of June 30, 2026.
Do institutions hold both VFMV and BWZ?
20 Form 13F filers report positions in both, out of 141 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%.