VV vs QUAL overlap
VV and QUAL overlap 43.4% by weight, across 109 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VV | QUAL | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.72% | 6.64% | 6.64% |
| Nvidia Corp.NVDA | 7.28% | 5.85% | 5.85% |
| Microsoft Corp.MSFT | 4.38% | 7.16% | 4.38% |
| Alphabet Inc.-aGOOGL | 3.31% | 2.05% | 2.05% |
| META Platforms-aMETA | 1.96% | 3.69% | 1.96% |
| Alphabet Inc.-CGOOG | 2.61% | 1.63% | 1.63% |
| ELI Lilly & CoLLY | 1.61% | 3.66% | 1.61% |
| Berkshire HATH-BBRK/B | 1.40% | 1.84% | 1.40% |
| Johnson&JohnsonJNJ | 0.97% | 2.06% | 0.97% |
| Applied MaterialAMAT | 0.91% | 3.10% | 0.91% |
| Exxon Mobil Corp.XOM | 0.90% | 2.18% | 0.90% |
| LAM ResearchLRCX | 0.86% | 3.49% | 0.86% |
| VISA Inc.-Class aV | 0.83% | 3.17% | 0.83% |
| Walmart Inc.WMT | 0.79% | 0.98% | 0.79% |
| Costco WholesaleCOST | 0.66% | 1.11% | 0.66% |
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: VV, SEC Form N-PORT, June 30, 2026; QUAL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VV | QUAL |
|---|---|---|
| Jones Financial Companies LLLP | $6.5B | $102.4M |
| FMR LLC | $521.4M | $4.3B |
| Creative Planning | $4.1B | $48.4M |
| LPL Financial LLC | $267.3M | $2.9B |
| Bank of America Corp. | $849.3M | $1.9B |
| Morgan Stanley | $939.9M | $1.7B |
| UBS Group AG | $1.4B | $779.5M |
| Envestnet Asset Management Inc. | $518.3M | $1.7B |
| PNC Financial Services Group, Inc. | $776.9M | $1.3B |
| Wells Fargo & Company | $499.3M | $846.2M |
| Ameriprise Financial Inc. | $309.9M | $1.0B |
| Northwestern Mutual Wealth Management Co | $973.8M | $354.0M |
| Charles Schwab Investment Management Inc. | $644.9M | $316.6M |
| Johnson Financial Group, LLC | $932.8M | $603K |
| Cerity Partners LLC | $72.6M | $845.8M |
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: VV institutional holders, QUAL institutional holders.
Frequently asked questions
How much do VV and QUAL overlap?
43.4% by weight, with 109 holdings in common, using holdings for VV as of June 30, 2026 and QUAL as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both VV and QUAL?
766 Form 13F filers report positions in both, out of 2,247 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%.