VFQY vs PALC overlap
VFQY and PALC overlap 26.8% by weight, across 69 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VFQY: May 31, 2026, PALC: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | VFQY | PALC | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 1.72% | 2.47% | 1.72% |
| LAM ResearchLRCX | 1.68% | 2.37% | 1.68% |
| KLA Corp.KLAC | 1.50% | 1.59% | 1.50% |
| Costco WholesaleCOST | 1.29% | 1.89% | 1.29% |
| VISA Inc.-Class aV | 1.23% | 2.64% | 1.23% |
| Netflix Inc.NFLX | 1.10% | 1.76% | 1.10% |
| Western DigitalWDC | 1.10% | 2.18% | 1.10% |
| Qualcomm Inc.QCOM | 1.32% | 0.97% | 0.97% |
| Procter & GamblePG | 0.87% | 1.35% | 0.87% |
| Newmont Corp.NEM | 0.86% | 1.07% | 0.86% |
| TJX COS Inc.TJX | 0.98% | 0.75% | 0.75% |
| Fortinet Inc.FTNT | 1.81% | 0.69% | 0.69% |
| Arista NetworksANET | 0.77% | 0.65% | 0.65% |
| Adobe Inc.ADBE | 1.64% | 0.57% | 0.57% |
| ELI Lilly & CoLLY | 1.32% | 0.48% | 0.48% |
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; PALC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VFQY | PALC |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.4M | $25.7M |
| LPL Financial LLC | $6.2M | $9.6M |
| Northwestern Mutual Wealth Management Co | $27K | $12.3M |
| Osaic Holdings, Inc. | $7.0M | $1.5M |
| Raymond James Financial Inc. | $3.6M | $2.9M |
| Creative Planning | $588K | $2.5M |
| Wealth Enhancement Advisory Services, LLC | $543K | $1.8M |
| JPMorgan Chase & Co | $317K | $1.9M |
| Kestra Advisory Services, LLC | $206K | $1.4M |
| Sanctuary Advisors, LLC | $602K | $320K |
| Aptus Capital Advisors, LLC | $268K | $638K |
| AE Wealth Management LLC | $746K | $478 |
| Private Advisor Group, LLC | $479K | $221K |
| Royal Bank of Canada | $502K | $12K |
| Morgan Stanley | $57K | $334K |
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, PALC institutional holders.
Frequently asked questions
How much do VFQY and PALC overlap?
26.8% by weight, with 69 holdings in common, using holdings for VFQY as of May 31, 2026 and PALC as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both VFQY and PALC?
22 Form 13F filers report positions in both, out of 150 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%.