VTWG vs IMCV overlap
VTWG and IMCV overlap 0.3% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VTWG: May 31, 2026, IMCV: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | VTWG | IMCV | Overlap |
|---|---|---|---|
| Coeur Mining Inc.CDE | 0.55% | 0.22% | 0.22% |
| Nextpower Inc.-aNXT | 1.02% | 0.08% | 0.08% |
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: VTWG, SEC Form N-PORT, May 31, 2026; IMCV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VTWG | IMCV |
|---|---|---|
| Morgan Stanley | $74.1M | $55.9M |
| Bank of America Corp. | $88.8M | $18.6M |
| Ameriprise Financial Inc. | $22.0M | $44.5M |
| LPL Financial LLC | $22.7M | $39.7M |
| Raymond James Financial Inc. | $11.4M | $42.8M |
| Osaic Holdings, Inc. | $29.1M | $21.5M |
| Wells Fargo & Company | $21.8M | $22.7M |
| Assetmark, Inc. | $32.5M | $66K |
| UBS Group AG | $14.2M | $17.5M |
| Commonwealth Equity Services, LLC | $1.9M | $23.5M |
| Envestnet Asset Management Inc. | $12.1M | $11.5M |
| Cetera Investment Advisers | $10.7M | $11.2M |
| Equitable Holdings, Inc. | $14.2M | $4.3M |
| Royal Bank of Canada | $6.5M | $9.5M |
| Stifel Financial Corp. | $8.4M | $4.1M |
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: VTWG institutional holders, IMCV institutional holders.
Frequently asked questions
How much do VTWG and IMCV overlap?
0.3% by weight, with 2 holdings in common, using holdings for VTWG as of May 31, 2026 and IMCV as of July 31, 2026. The largest shared position is CDE.
Do institutions hold both VTWG and IMCV?
62 Form 13F filers report positions in both, out of 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%.