VLU vs AQEC overlap
VLU and AQEC overlap 14.3% by weight, across 49 shared holdings.
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Top shared holdings
| Holding | VLU | AQEC | Overlap |
|---|---|---|---|
| Berkshire HATH-BBRK/B | 2.54% | 2.05% | 2.05% |
| Apple Inc.AAPL | 1.87% | 1.89% | 1.87% |
| Microsoft Corp.MSFT | 2.29% | 1.73% | 1.73% |
| Nvidia Corp.NVDA | 0.93% | 1.07% | 0.93% |
| Johnson&JohnsonJNJ | 0.68% | 2.14% | 0.68% |
| Alphabet Inc.-aGOOGL | 0.59% | 1.72% | 0.59% |
| Home Depot Inc.HD | 0.58% | 1.50% | 0.58% |
| VISA Inc.-Class aV | 0.44% | 1.68% | 0.44% |
| Walt Disney Co/TDIS | 0.42% | 1.35% | 0.42% |
| Procter & GamblePG | 0.42% | 1.56% | 0.42% |
| Pepsico Inc.PEP | 0.37% | 1.48% | 0.37% |
| Coca-Cola Co/theKO | 0.35% | 1.78% | 0.35% |
| Philip Morris inPM | 0.31% | 1.68% | 0.31% |
| Bristol-MYER SQBBMY | 0.29% | 1.68% | 0.29% |
| RTX Corp.RTX | 0.26% | 1.94% | 0.26% |
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: VLU, SEC Form N-PORT, June 30, 2026; AQEC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VLU | AQEC |
|---|---|---|
| GTS Securities LLC | $1.5M | $759K |
| Susquehanna International Group, LLP | $1.1M | $237K |
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: VLU institutional holders, AQEC institutional holders.
Frequently asked questions
How much do VLU and AQEC overlap?
14.3% by weight, with 49 holdings in common, using holdings for VLU as of June 30, 2026 and AQEC as of June 30, 2026. The largest shared position is BRK/B.
Do institutions hold both VLU and AQEC?
2 Form 13F filers report positions in both, out of 120 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%.