VTWV vs EZM overlap
VTWV and EZM overlap 13.6% by weight, across 106 shared holdings.
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Top shared holdings
| Holding | VTWV | EZM | Overlap |
|---|---|---|---|
| Jackson FI-aJXN | 0.43% | 0.51% | 0.43% |
| Taylor MorrisonTMHC | 0.35% | 0.40% | 0.35% |
| MARA Holdings inMARA | 0.34% | 0.36% | 0.34% |
| TTM TechnologiesTTMI | 1.10% | 0.32% | 0.32% |
| UMB FinancialUMBF | 0.54% | 0.30% | 0.30% |
| EnersysENS | 0.49% | 0.30% | 0.30% |
| Hecla Mining CoHL | 0.54% | 0.29% | 0.29% |
| Old NATL BancorpONB | 0.46% | 0.29% | 0.29% |
| HUT 8 Corp.HUT | 0.76% | 0.28% | 0.28% |
| Meritage Homes CMTH | 0.27% | 0.27% | 0.27% |
| Essent Group Ltd.ESNT | 0.33% | 0.25% | 0.25% |
| Sanmina Corp.SANM | 0.47% | 0.24% | 0.24% |
| Southwest Gas HOSWX | 0.37% | 0.23% | 0.23% |
| Graham Holding-BGHC | 0.22% | 0.29% | 0.22% |
| Radian Group Inc.RDN | 0.29% | 0.21% | 0.21% |
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; EZM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VTWV | EZM |
|---|---|---|
| Bank of America Corp. | $81.9M | $35.2M |
| Morgan Stanley | $56.2M | $35.6M |
| LPL Financial LLC | $23.0M | $33.8M |
| UBS Group AG | $8.2M | $39.9M |
| Truist Financial Corp. | $5.6M | $35.0M |
| Pathstone Holdings, LLC | $40.0M | $242K |
| Wells Fargo & Company | $18.6M | $8.7M |
| Equitable Holdings, Inc. | $19.3M | $2.8M |
| Freedom Investment Management, Inc. | $312K | $21.5M |
| Rockefeller Capital Management L.P. | $16.9M | $2.6M |
| Savant Capital, LLC | $16.6M | $2.1M |
| Baird Financial Group, Inc. | $1.7M | $16.9M |
| Ameriprise Financial Inc. | $13.4M | $5.0M |
| Raymond James Financial Inc. | $9.1M | $8.0M |
| Bragg Financial Advisors, Inc | $16.1M | $438K |
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, EZM institutional holders.
Frequently asked questions
How much do VTWV and EZM overlap?
13.6% by weight, with 106 holdings in common, using holdings for VTWV as of May 31, 2026 and EZM as of June 30, 2026. The largest shared position is JXN.
Do institutions hold both VTWV and EZM?
69 Form 13F filers report positions in both, out of 311 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%.