VTG vs CEFZ overlap
VTG and CEFZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: VTG, SEC Form N-PORT, June 30, 2026; CEFZ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VTG | CEFZ |
|---|---|---|
| Envestnet Asset Management Inc. | $581K | $6.8M |
| Osaic Holdings, Inc. | $9K | $125K |
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: VTG institutional holders, CEFZ institutional holders.
Frequently asked questions
How much do VTG and CEFZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for VTG as of June 30, 2026 and CEFZ as of July 31, 2026.
Do institutions hold both VTG and CEFZ?
2 Form 13F filers report positions in both, out of 50 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%.