VYM vs CGDV overlap
VYM and CGDV overlap 27.3% by weight, across 31 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VYM: July 31, 2026, CGDV: May 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 | VYM | CGDV | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 7.35% | 5.16% | 5.16% |
| JPMorgan ChaseJPM | 3.82% | 1.89% | 1.89% |
| Cisco SystemsCSCO | 1.86% | 3.02% | 1.86% |
| Unitedhealth GRPUNH | 1.52% | 2.02% | 1.52% |
| Abbvie Inc.ABBV | 1.80% | 1.35% | 1.35% |
| Exxon Mobil Corp.XOM | 2.63% | 1.34% | 1.34% |
| Philip Morris inPM | 1.21% | 1.54% | 1.21% |
| RTX Corp.RTX | 1.18% | 2.82% | 1.18% |
| Wells Fargo & CoWFC | 1.07% | 1.99% | 1.07% |
| Texas InstrumentTXN | 1.02% | 1.21% | 1.02% |
| Oracle Corp.ORCL | 0.90% | 1.60% | 0.90% |
| Linde PLCLIN | 0.90% | 1.95% | 0.90% |
| McDonalds Corp.MCD | 0.78% | 0.93% | 0.78% |
| Amgen Inc.AMGN | 0.78% | 0.79% | 0.78% |
| Abbott LabsABT | 0.74% | 0.75% | 0.74% |
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: VYM, SEC Form N-PORT, July 31, 2026; CGDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VYM | CGDV |
|---|---|---|
| LPL Financial LLC | $1.1B | $4.0B |
| Morgan Stanley | $1.7B | $1.4B |
| Bank of America Corp. | $2.0B | $907.7M |
| Raymond James Financial Inc. | $1.3B | $1.4B |
| Wells Fargo & Company | $964.1M | $1.1B |
| Envestnet Asset Management Inc. | $571.1M | $1.1B |
| Cetera Investment Advisers | $446.1M | $900.6M |
| Jones Financial Companies LLLP | $527.8M | $796.5M |
| Cambridge Investment Research Advisors, Inc. | $351.5M | $772.9M |
| Northwestern Mutual Wealth Management Co | $60.2M | $1.1B |
| UBS Group AG | $580.7M | $485.8M |
| Commonwealth Equity Services, LLC | $358.2M | $673.6M |
| JPMorgan Chase & Co | $875.7M | $39.2M |
| Osaic Holdings, Inc. | $256.7M | $569.0M |
| Royal Bank of Canada | $398.0M | $395.6M |
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: VYM institutional holders, CGDV institutional holders.
Frequently asked questions
How much do VYM and CGDV overlap?
27.3% by weight, with 31 holdings in common, using holdings for VYM as of July 31, 2026 and CGDV as of May 31, 2026. The largest shared position is AVGO.
Do institutions hold both VYM and CGDV?
528 Form 13F filers report positions in both, out of 2,310 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%.