VT vs EFV overlap
VT and EFV overlap 11.1% by weight, across 401 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VT | EFV | Overlap |
|---|---|---|---|
| HSBC Holdings PLHSBA | 0.32% | 3.22% | 0.32% |
| Roper TechnologiROP | 0.28% | 1.78% | 0.28% |
| Novartis AG-REGNOVN | 0.25% | 1.66% | 0.25% |
| Shell PLCSHELL | 0.22% | 2.28% | 0.22% |
| Nestle SA-REGNESN | 0.22% | 2.29% | 0.22% |
| Mitsubishi UFJ F8306 | 0.21% | 2.12% | 0.21% |
| Siemens AG-REGSIE | 0.21% | 1.41% | 0.21% |
| BHP Group Ltd.BHP | 0.19% | 1.24% | 0.19% |
| Banco SantanderSAN | 0.18% | 1.18% | 0.18% |
| Toyota Motor7203 | 0.17% | 1.60% | 0.17% |
| Allianz SE-REGALIZF | 0.16% | 1.68% | 0.16% |
| Totalenergies SETTE | 0.15% | 1.54% | 0.15% |
| Iberdrola SAIBE | 0.14% | 1.31% | 0.14% |
| BBVABBVA | 0.14% | 1.41% | 0.14% |
| SMFG8316 | 0.14% | 1.39% | 0.14% |
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: VT, SEC Form N-PORT, July 31, 2026; EFV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VT | EFV |
|---|---|---|
| Envestnet Asset Management Inc. | $329.1M | $2.5B |
| Morgan Stanley | $1.7B | $706.9M |
| Bank of America Corp. | $836.7M | $732.7M |
| FMR LLC | $26.0M | $1.3B |
| LPL Financial LLC | $198.3M | $1.0B |
| US Bancorp | $148.5M | $1.1B |
| UBS Group AG | $758.6M | $234.4M |
| JPMorgan Chase & Co | $88.1M | $828.0M |
| Jones Financial Companies LLLP | $104.1M | $574.2M |
| Royal Bank of Canada | $406.3M | $185.2M |
| Alliancebernstein L.P. | $204.9M | $312.3M |
| Northwestern Mutual Wealth Management Co | $367.8M | $140.1M |
| Ameriprise Financial Inc. | $104.3M | $347.3M |
| Northern Trust Corp. | $391.1M | $9.8M |
| Wells Fargo & Company | $195.2M | $168.0M |
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: VT institutional holders, EFV institutional holders.
Frequently asked questions
How much do VT and EFV overlap?
11.1% by weight, with 401 holdings in common, using holdings for VT as of July 31, 2026 and EFV as of July 31, 2026. The largest shared position is HSBA.
Do institutions hold both VT and EFV?
595 Form 13F filers report positions in both, out of 1,972 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%.