VMAX vs BGDV overlap
VMAX and BGDV overlap 9.9% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | VMAX | BGDV | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 2.07% | 3.20% | 2.07% |
| Western DigitalWDC | 1.29% | 5.04% | 1.29% |
| Unitedhealth GRPUNH | 1.27% | 2.47% | 1.27% |
| Travelers COS inTRV | 1.03% | 1.99% | 1.03% |
| JPMorgan ChaseJPM | 0.96% | 2.26% | 0.96% |
| META Platforms-aMETA | 0.91% | 1.72% | 0.91% |
| Nvidia Corp.NVDA | 0.86% | 1.21% | 0.86% |
| Walmart Inc.WMT | 0.66% | 1.26% | 0.66% |
| ELI Lilly & CoLLY | 0.38% | 4.52% | 0.38% |
| Nextera EnergyNEE | 0.36% | 2.04% | 0.36% |
| Accenture PLC-aACN | 0.11% | 0.51% | 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: VMAX, SEC Form N-PORT, July 31, 2026; BGDV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: VMAX institutional holders, BGDV institutional holders.
Frequently asked questions
How much do VMAX and BGDV overlap?
9.9% by weight, with 11 holdings in common, using holdings for VMAX as of July 31, 2026 and BGDV as of June 30, 2026. The largest shared position is GOOGL.
Do institutions hold both VMAX and BGDV?
0 Form 13F filers report positions in both, out of 11 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%.