VFQY vs LOWV overlap
VFQY and LOWV overlap 11.7% by weight, across 22 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VFQY | LOWV | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 1.72% | 6.52% | 1.72% |
| ELI Lilly & CoLLY | 1.32% | 1.77% | 1.32% |
| VISA Inc.-Class aV | 1.23% | 2.09% | 1.23% |
| Gilead SciencesGILD | 1.07% | 1.88% | 1.07% |
| Procter & GamblePG | 0.87% | 0.81% | 0.81% |
| Travelers COS inTRV | 0.74% | 1.20% | 0.74% |
| Trane TechnologiTT | 1.26% | 0.74% | 0.74% |
| Netflix Inc.NFLX | 1.10% | 0.65% | 0.65% |
| Intuit Inc.INTU | 0.83% | 0.58% | 0.58% |
| META Platforms-aMETA | 0.52% | 0.91% | 0.52% |
| KLA Corp.KLAC | 1.50% | 0.49% | 0.49% |
| ULTA Beauty Inc.ULTA | 0.40% | 0.73% | 0.40% |
| Willis Towers WAWTW | 0.27% | 0.52% | 0.27% |
| US Foods HoldingUSFD | 0.27% | 0.52% | 0.27% |
| Automatic DataADP | 0.22% | 0.66% | 0.22% |
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: VFQY, SEC Form N-PORT, May 31, 2026; LOWV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VFQY | LOWV |
|---|---|---|
| LPL Financial LLC | $6.2M | $23.9M |
| Osaic Holdings, Inc. | $7.0M | $93K |
| Integrated Wealth Concepts LLC | $2.5M | $3K |
| AE Wealth Management LLC | $746K | $135K |
| JPMorgan Chase & Co | $317K | $159K |
| Global Retirement Partners, LLC | $189K | $30K |
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: VFQY institutional holders, LOWV institutional holders.
Frequently asked questions
How much do VFQY and LOWV overlap?
11.7% by weight, with 22 holdings in common, using holdings for VFQY as of May 31, 2026 and LOWV as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both VFQY and LOWV?
6 Form 13F filers report positions in both, out of 109 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%.