VFVA vs ROBT overlap
VFVA and ROBT overlap 3.5% by weight, across 17 shared holdings.
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Top shared holdings
| Holding | VFVA | ROBT | Overlap |
|---|---|---|---|
| Salesforce Inc.CRM | 0.60% | 1.23% | 0.60% |
| Qualcomm Inc.QCOM | 0.63% | 0.57% | 0.57% |
| Medtronic PLCMDT | 0.42% | 0.44% | 0.42% |
| IBMIBM | 0.34% | 1.41% | 0.34% |
| Adobe Inc.ADBE | 0.55% | 0.33% | 0.33% |
| CCC IntelligentCCC | 0.26% | 1.64% | 0.26% |
| Aptiv PLCAPTV | 0.23% | 0.37% | 0.23% |
| Johnson&JohnsonJNJ | 0.13% | 0.47% | 0.13% |
| META Platforms-aMETA | 0.12% | 1.33% | 0.12% |
| Servicenow Inc.NOW | 0.09% | 1.19% | 0.09% |
| Workday Inc.-aWDAY | 0.09% | 1.25% | 0.09% |
| Elastic NVESTC | 0.08% | 0.36% | 0.08% |
| Zebra Tech Corp.ZBRA | 0.07% | 0.83% | 0.07% |
| Amazon.COM Inc.AMZN | 0.06% | 0.68% | 0.06% |
| Pegasystems Inc.PEGA | 0.04% | 1.25% | 0.04% |
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: VFVA, SEC Form N-PORT, May 31, 2026; ROBT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VFVA | ROBT |
|---|---|---|
| LPL Financial LLC | $10.5M | $50.4M |
| Bank of America Corp. | $11.4M | $28.6M |
| Equitable Holdings, Inc. | $36.6M | $269K |
| Morgan Stanley | $129K | $35.8M |
| Wells Fargo & Company | $31K | $19.7M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $16.5M |
| Raymond James Financial Inc. | $4.9M | $11.3M |
| Envestnet Asset Management Inc. | $204K | $16.1M |
| Royal Bank of Canada | $3.5M | $11.7M |
| Osaic Holdings, Inc. | $3.4M | $10.8M |
| Stifel Financial Corp. | $935K | $5.1M |
| UBS Group AG | $1.5M | $4.4M |
| EP Wealth Advisors, LLC | $4.9M | $330K |
| D.A. Davidson & Co. | $829K | $2.6M |
| Commonwealth Equity Services, LLC | $1.3M | $1.5M |
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: VFVA institutional holders, ROBT institutional holders.
Frequently asked questions
How much do VFVA and ROBT overlap?
3.5% by weight, with 17 holdings in common, using holdings for VFVA as of May 31, 2026 and ROBT as of June 30, 2026. The largest shared position is CRM.
Do institutions hold both VFVA and ROBT?
32 Form 13F filers report positions in both, out of 243 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%.