VLUE vs JGRO overlap
VLUE and JGRO overlap 5.8% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VLUE | JGRO | Overlap |
|---|---|---|---|
| Micron TechMU | 18.98% | 3.70% | 3.70% |
| DELL Techn-CDELL | 1.42% | 0.68% | 0.68% |
| Twilio Inc. - aTWLO | 0.33% | 0.56% | 0.33% |
| Cisco SystemsCSCO | 4.65% | 0.30% | 0.30% |
| EOG ResourcesEOG | 0.81% | 0.27% | 0.27% |
| Teledyne TechTDY | 0.25% | 0.28% | 0.25% |
| OKTA Inc.OKTA | 0.22% | 0.20% | 0.20% |
| Bristol-MYER SQBBMY | 1.24% | 0.03% | 0.03% |
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: VLUE, SEC Form N-PORT, July 31, 2026; JGRO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VLUE | JGRO |
|---|---|---|
| JPMorgan Chase & Co | $136.3M | $1.1B |
| LPL Financial LLC | $196.1M | $776.9M |
| Northwestern Mutual Wealth Management Co | $659.9M | $3.5M |
| Bank of America Corp. | $296.0M | $247.0M |
| Ameriprise Financial Inc. | $55.0M | $396.6M |
| Captrust Financial Advisors | $319K | $433.7M |
| Raymond James Financial Inc. | $29.0M | $399.8M |
| Jones Financial Companies LLLP | $30.1M | $318.2M |
| Envestnet Asset Management Inc. | $206.6M | $117.4M |
| BlackRock, Inc. | $268.7M | $140K |
| Wells Fargo & Company | $117.2M | $110.7M |
| Mercer Global Advisors Inc. | $225.3M | $858K |
| Janney Montgomery Scott LLC | $79.7M | $125.3M |
| UBS Group AG | $65.7M | $133.5M |
| FMR LLC | $157.5M | $41.5M |
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: VLUE institutional holders, JGRO institutional holders.
Frequently asked questions
How much do VLUE and JGRO overlap?
5.8% by weight, with 8 holdings in common, using holdings for VLUE as of July 31, 2026 and JGRO as of June 30, 2026. The largest shared position is MU.
Do institutions hold both VLUE and JGRO?
182 Form 13F filers report positions in both, out of 812 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%.