VTWV vs AVMV overlap
VTWV and AVMV overlap 2.4% by weight, across 24 shared holdings.
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Top shared holdings
| Holding | VTWV | AVMV | Overlap |
|---|---|---|---|
| Sanmina Corp.SANM | 0.47% | 0.41% | 0.41% |
| Nextpower Inc.-aNXT | 0.28% | 0.74% | 0.28% |
| Jackson FI-aJXN | 0.43% | 0.20% | 0.20% |
| Viasat Inc.VSAT | 0.62% | 0.18% | 0.18% |
| EnersysENS | 0.49% | 0.15% | 0.15% |
| Noble Corp. PLCNE | 0.36% | 0.13% | 0.13% |
| UMB FinancialUMBF | 0.54% | 0.12% | 0.12% |
| SM Energy CoSM | 0.47% | 0.11% | 0.11% |
| Terex Corp.TEX | 0.23% | 0.11% | 0.11% |
| Urban OutfitterURBN | 0.19% | 0.10% | 0.10% |
| Essent Group Ltd.ESNT | 0.33% | 0.10% | 0.10% |
| Fluor Corp.FLR | 0.46% | 0.08% | 0.08% |
| Hecla Mining CoHL | 0.54% | 0.08% | 0.08% |
| Transocean Ltd.RIG | 0.36% | 0.05% | 0.05% |
| Old NATL BancorpONB | 0.46% | 0.05% | 0.05% |
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: VTWV, SEC Form N-PORT, May 31, 2026; AVMV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VTWV | AVMV |
|---|---|---|
| Morgan Stanley | $56.2M | $11.1M |
| LPL Financial LLC | $23.0M | $18.2M |
| Commerce Bank | $23.5M | $16.3M |
| Northwestern Mutual Wealth Management Co | $1.3M | $23.8M |
| Equitable Holdings, Inc. | $19.3M | $516K |
| Savant Capital, LLC | $16.6M | $512K |
| Rockefeller Capital Management L.P. | $16.9M | $51K |
| Osaic Holdings, Inc. | $11.6M | $1.5M |
| Allegheny Financial Group | $3.0M | $6.5M |
| Corient Private Wealth LP | $372K | $8.9M |
| PNC Financial Services Group, Inc. | $8K | $9.0M |
| Rialto Wealth Management, LLC | $384K | $8.3M |
| Envestnet Asset Management Inc. | $3.9M | $3.3M |
| Farther Finance Advisors, LLC | $158K | $5.1M |
| Royal Bank of Canada | $5.0M | $12K |
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: VTWV institutional holders, AVMV institutional holders.
Frequently asked questions
How much do VTWV and AVMV overlap?
2.4% by weight, with 24 holdings in common, using holdings for VTWV as of May 31, 2026 and AVMV as of May 31, 2026. The largest shared position is SANM.
Do institutions hold both VTWV and AVMV?
33 Form 13F filers report positions in both, out of 251 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%.