VLUE vs MOAT overlap
VLUE and MOAT overlap 3.8% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VLUE | MOAT | Overlap |
|---|---|---|---|
| Bristol-MYER SQBBMY | 1.24% | 2.43% | 1.24% |
| Walt Disney Co/TDIS | 1.53% | 1.19% | 1.19% |
| NXP SemiconductoNXPI | 0.55% | 1.60% | 0.55% |
| US BancorpUSB | 0.54% | 1.39% | 0.54% |
| Zimmer Biomet HOZBH | 0.20% | 2.30% | 0.20% |
| TransunionTRU | 0.11% | 1.16% | 0.11% |
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; MOAT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VLUE | MOAT |
|---|---|---|
| Bank of America Corp. | $296.0M | $550.1M |
| Morgan Stanley | $184.8M | $595.3M |
| LPL Financial LLC | $196.1M | $543.3M |
| Northwestern Mutual Wealth Management Co | $659.9M | $42.6M |
| Wells Fargo & Company | $117.2M | $197.0M |
| Raymond James Financial Inc. | $29.0M | $242.6M |
| BlackRock, Inc. | $268.7M | $679K |
| Mercer Global Advisors Inc. | $225.3M | $32.2M |
| Envestnet Asset Management Inc. | $206.6M | $48.4M |
| Jones Financial Companies LLLP | $30.1M | $140.3M |
| FMR LLC | $157.5M | $5.0M |
| JPMorgan Chase & Co | $136.3M | $18.7M |
| Cambridge Investment Research Advisors, Inc. | $27.4M | $124.1M |
| Cetera Investment Advisers | $31.1M | $119.9M |
| Commonwealth Equity Services, LLC | $29.4M | $117.5M |
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, MOAT institutional holders.
Frequently asked questions
How much do VLUE and MOAT overlap?
3.8% by weight, with 6 holdings in common, using holdings for VLUE as of July 31, 2026 and MOAT as of June 30, 2026. The largest shared position is BMY.
Do institutions hold both VLUE and MOAT?
260 Form 13F filers report positions in both, out of 1,091 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%.