VIG vs SPYG overlap
VIG and SPYG overlap 31.1% by weight, across 41 shared holdings.
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Top shared holdings
| Holding | VIG | SPYG | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 4.63% | 5.04% | 4.63% |
| Apple Inc.AAPL | 4.45% | 5.99% | 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; SPYG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VIG | SPYG |
|---|---|---|
| LPL Financial LLC | $1.7B | $4.8B |
| Bank of America Corp. | $5.1B | $1.2B |
| Morgan Stanley | $3.1B | $1.1B |
| Wells Fargo & Company | $2.4B | $394.8M |
| Wealthfront Advisers LLC | $2.2B | $1.7M |
| Goldman Sachs Group Inc. | $166.5M | $1.9B |
| Raymond James Financial Inc. | $1.5B | $515.2M |
| Financial Engines Advisors L.L.C. | $4.8M | $1.9B |
| UBS Group AG | $1.5B | $426.9M |
| Ameriprise Financial Inc. | $544.4M | $1.3B |
| Envestnet Asset Management Inc. | $609.8M | $1.1B |
| HB Wealth Management, LLC | $1.4B | $291.0M |
| JPMorgan Chase & Co | $753.8M | $656.2M |
| Royal Bank of Canada | $989.0M | $410.8M |
| Allworth Financial LP | $37.0M | $1.3B |
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, SPYG institutional holders.
Frequently asked questions
How much do VIG and SPYG overlap?
31.1% by weight, with 41 holdings in common, using holdings for VIG as of July 31, 2026 and SPYG as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both VIG and SPYG?
1,005 Form 13F filers report positions in both, out of 2,995 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%.