VTV vs IWF overlap
VTV and IWF overlap 13.2% by weight, across 77 shared holdings.
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Top shared holdings
| Holding | VTV | IWF | Overlap |
|---|---|---|---|
| Micron TechMU | 4.87% | 3.86% | 3.86% |
| Caterpillar Inc.CAT | 1.83% | 1.43% | 1.43% |
| Home Depot Inc.HD | 1.32% | 0.77% | 0.77% |
| General ElectricGE | 0.73% | 1.14% | 0.73% |
| Texas InstrumentTXN | 0.51% | 0.80% | 0.51% |
| Amgen Inc.AMGN | 0.73% | 0.41% | 0.41% |
| Corning Inc.GLW | 0.37% | 0.60% | 0.37% |
| Trane TechnologiTT | 0.41% | 0.32% | 0.32% |
| Lockheed MartinLMT | 0.44% | 0.31% | 0.31% |
| McKesson Corp.MCK | 0.34% | 0.26% | 0.26% |
| Simon PropertySPG | 0.26% | 0.21% | 0.21% |
| Ross Stores Inc.ROST | 0.26% | 0.17% | 0.17% |
| Blackstone Inc.BX | 0.16% | 0.21% | 0.16% |
| Vistra Corp.VST | 0.20% | 0.16% | 0.16% |
| Cencora Inc.COR | 0.20% | 0.16% | 0.16% |
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: VTV, SEC Form N-PORT, June 30, 2026; IWF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VTV | IWF |
|---|---|---|
| Bank of America Corp. | $29.3B | $13.5B |
| Morgan Stanley | $7.7B | $14.8B |
| Jones Financial Companies LLLP | $9.7B | $473.9M |
| Envestnet Asset Management Inc. | $5.0B | $2.6B |
| UBS Group AG | $3.0B | $2.3B |
| FMR LLC | $985.0M | $4.1B |
| LPL Financial LLC | $2.5B | $1.9B |
| Wells Fargo & Company | $1.9B | $2.2B |
| Goldman Sachs Group Inc. | $682.8M | $3.4B |
| JPMorgan Chase & Co | $910.3M | $3.2B |
| Raymond James Financial Inc. | $2.0B | $1.7B |
| Ameriprise Financial Inc. | $2.5B | $745.5M |
| Cetera Investment Advisers | $1.7B | $774.9M |
| Northern Trust Corp. | $53.6M | $2.5B |
| PNC Financial Services Group, Inc. | $911.1M | $1.5B |
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: VTV institutional holders, IWF institutional holders.
Frequently asked questions
How much do VTV and IWF overlap?
13.2% by weight, with 77 holdings in common, using holdings for VTV as of June 30, 2026 and IWF as of June 30, 2026. The largest shared position is MU.
Do institutions hold both VTV and IWF?
1,718 Form 13F filers report positions in both, out of 3,585 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%.