VIG vs IVW overlap
VIG and IVW overlap 31.1% by weight, across 41 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VIG | IVW | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 4.63% | 5.04% | 4.63% |
| Apple Inc.AAPL | 4.45% | 5.98% | 4.45% |
| Microsoft Corp.MSFT | 4.34% | 7.80% | 4.34% |
| ELI Lilly & CoLLY | 3.93% | 2.67% | 2.67% |
| JPMorgan ChaseJPM | 4.07% | 1.68% | 1.68% |
| LAM ResearchLRCX | 1.58% | 1.53% | 1.53% |
| Caterpillar Inc.CAT | 1.62% | 1.38% | 1.38% |
| KLA Corp.KLAC | 1.03% | 1.11% | 1.03% |
| Johnson&JohnsonJNJ | 2.67% | 1.02% | 1.02% |
| VISA Inc.-Class aV | 2.45% | 0.88% | 0.88% |
| Mastercard Inc.-aMA | 2.00% | 0.78% | 0.78% |
| Cisco SystemsCSCO | 1.98% | 0.69% | 0.69% |
| Amphenol Corp.-aAPH | 0.85% | 0.61% | 0.61% |
| Abbvie Inc.ABBV | 1.92% | 0.58% | 0.58% |
| Goldman Sachs GPGS | 1.24% | 0.55% | 0.55% |
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: VIG, SEC Form N-PORT, July 31, 2026; IVW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VIG | IVW |
|---|---|---|
| Bank of America Corp. | $5.1B | $2.9B |
| Morgan Stanley | $3.1B | $4.8B |
| Envestnet Asset Management Inc. | $609.8M | $6.8B |
| JPMorgan Chase & Co | $753.8M | $5.4B |
| LPL Financial LLC | $1.7B | $3.0B |
| Wells Fargo & Company | $2.4B | $2.1B |
| UBS Group AG | $1.5B | $1.1B |
| Wealthfront Advisers LLC | $2.2B | $381K |
| Raymond James Financial Inc. | $1.5B | $586.3M |
| HB Wealth Management, LLC | $1.4B | $302.7M |
| Ameriprise Financial Inc. | $544.4M | $1.1B |
| Royal Bank of Canada | $989.0M | $495.4M |
| Stifel Financial Corp. | $247.6M | $1.1B |
| Commonwealth Equity Services, LLC | $544.8M | $424.3M |
| Jones Financial Companies LLLP | $544.0M | $423.8M |
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: VIG institutional holders, IVW institutional holders.
Frequently asked questions
How much do VIG and IVW overlap?
31.1% by weight, with 41 holdings in common, using holdings for VIG as of July 31, 2026 and IVW as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both VIG and IVW?
1,424 Form 13F filers report positions in both, out of 3,298 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%.