VTV vs SPYM overlap
VTV and SPYM overlap 43.5% by weight, across 296 shared holdings.
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Top shared holdings
| Holding | VTV | SPYM | Overlap |
|---|---|---|---|
| Micron TechMU | 4.87% | 2.02% | 2.02% |
| Berkshire HATH-BBRK/B | 2.95% | 1.42% | 1.42% |
| JPMorgan ChaseJPM | 3.06% | 1.36% | 1.36% |
| Intel Corp.INTC | 1.05% | 1.02% | 1.02% |
| Johnson&JohnsonJNJ | 2.29% | 0.95% | 0.95% |
| Exxon Mobil Corp.XOM | 2.12% | 0.88% | 0.88% |
| Walmart Inc.WMT | 1.86% | 0.77% | 0.77% |
| Caterpillar Inc.CAT | 1.83% | 0.76% | 0.76% |
| Cisco SystemsCSCO | 1.56% | 0.72% | 0.72% |
| Abbvie Inc.ABBV | 1.66% | 0.69% | 0.69% |
| General ElectricGE | 0.73% | 0.60% | 0.60% |
| Unitedhealth GRPUNH | 1.41% | 0.58% | 0.58% |
| Bank of AmericaBAC | 1.36% | 0.58% | 0.58% |
| Home Depot Inc.HD | 1.32% | 0.54% | 0.54% |
| Procter & GamblePG | 1.28% | 0.53% | 0.53% |
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; SPYM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VTV | SPYM |
|---|---|---|
| Bank of America Corp. | $29.3B | $4.8B |
| Jones Financial Companies LLLP | $9.7B | $14.6B |
| Betterment LLC | $1.0B | $8.6B |
| Morgan Stanley | $7.7B | $1.7B |
| LPL Financial LLC | $2.5B | $5.6B |
| Envestnet Asset Management Inc. | $5.0B | $2.0B |
| JPMorgan Chase & Co | $910.3M | $5.9B |
| Marshall WACE, LLP | $61.2M | $4.1B |
| Creative Planning | $203.8M | $3.1B |
| UBS Group AG | $3.0B | $230.4M |
| Ameriprise Financial Inc. | $2.5B | $539.2M |
| Wells Fargo & Company | $1.9B | $796.3M |
| Raymond James Financial Inc. | $2.0B | $539.2M |
| Goldman Sachs Group Inc. | $682.8M | $1.8B |
| Cetera Investment Advisers | $1.7B | $459.0M |
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: VTV institutional holders, SPYM institutional holders.
Frequently asked questions
How much do VTV and SPYM overlap?
43.5% by weight, with 296 holdings in common, using holdings for VTV as of June 30, 2026 and SPYM as of June 30, 2026. The largest shared position is MU.
Do institutions hold both VTV and SPYM?
1,188 Form 13F filers report positions in both, out of 3,329 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%.