VXF vs AVLV overlap
VXF and AVLV overlap 10.6% by weight, across 138 shared holdings.
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Top shared holdings
| Holding | VXF | AVLV | Overlap |
|---|---|---|---|
| Cheniere EnergyLNG | 0.59% | 0.66% | 0.59% |
| Technipfmc PLCFTI | 0.31% | 0.54% | 0.31% |
| LPL Financial HOLPLA | 0.26% | 0.28% | 0.26% |
| Burlington StoreBURL | 0.23% | 0.41% | 0.23% |
| Nextpower Inc.-aNXT | 0.21% | 0.46% | 0.21% |
| East West BncrpEWBC | 0.21% | 0.31% | 0.21% |
| Talen Energy CORTLN | 0.20% | 0.30% | 0.20% |
| Dycom INDSDY | 0.18% | 0.21% | 0.18% |
| JAZZ PharmaceutiJAZZ | 0.18% | 0.28% | 0.18% |
| Ovintiv Inc.OVV | 0.17% | 0.26% | 0.17% |
| Permian Resour-aPR | 0.17% | 0.28% | 0.17% |
| Solstice ADV MATSOLS | 0.17% | 0.34% | 0.17% |
| Exelixis Inc.EXEL | 0.16% | 0.26% | 0.16% |
| Borgwarner Inc.BWA | 0.16% | 0.34% | 0.16% |
| Mueller INDSMLI | 0.16% | 0.16% | 0.16% |
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: VXF, SEC Form N-PORT, June 30, 2026; AVLV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VXF | AVLV |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $71.2M | $3.0B |
| Envestnet Asset Management Inc. | $1.1B | $891.8M |
| PNC Financial Services Group, Inc. | $10.1M | $1.7B |
| Morgan Stanley | $1.1B | $104.0M |
| Wealth Enhancement Advisory Services, LLC | $8.9M | $843.1M |
| Bank of America Corp. | $567.3M | $145.2M |
| LPL Financial LLC | $262.2M | $365.3M |
| Ameriprise Financial Inc. | $142.9M | $423.2M |
| Cerity Partners LLC | $261.5M | $248.7M |
| Focus Partners Wealth | $219.9M | $249.4M |
| Mercer Global Advisors Inc. | $451.4M | $10.9M |
| Fifth Third Bancorp | $345.5M | $10.7M |
| Vanguard Advisers Inc. | $334.0M | $48K |
| Assetmark, Inc. | $325.3M | $255K |
| Royal Bank of Canada | $261.6M | $35.9M |
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: VXF institutional holders, AVLV institutional holders.
Frequently asked questions
How much do VXF and AVLV overlap?
10.6% by weight, with 138 holdings in common, using holdings for VXF as of June 30, 2026 and AVLV as of May 31, 2026. The largest shared position is LNG.
Do institutions hold both VXF and AVLV?
262 Form 13F filers report positions in both, out of 1,368 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%.