WAMA vs VFMV overlap
WAMA and VFMV overlap 24.2% by weight, across 109 shared holdings.
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Top shared holdings
| Holding | WAMA | VFMV | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 4.19% | 1.64% | 1.64% |
| Apple Inc.AAPL | 6.66% | 1.57% | 1.57% |
| Nvidia Corp.NVDA | 7.57% | 1.42% | 1.42% |
| Berkshire HATH-BBRK/B | 1.63% | 1.32% | 1.32% |
| META Platforms-aMETA | 2.11% | 1.22% | 1.22% |
| Broadcom Inc.AVGO | 2.53% | 0.96% | 0.96% |
| Exxon Mobil Corp.XOM | 0.91% | 1.48% | 0.91% |
| Johnson&JohnsonJNJ | 0.88% | 1.50% | 0.88% |
| LAM ResearchLRCX | 0.83% | 0.98% | 0.83% |
| Cisco SystemsCSCO | 0.70% | 1.72% | 0.70% |
| Costco WholesaleCOST | 0.62% | 1.34% | 0.62% |
| Procter & GamblePG | 0.53% | 0.83% | 0.53% |
| Chevron Corp.CVX | 0.52% | 1.50% | 0.52% |
| Coca-Cola Co/theKO | 0.52% | 1.42% | 0.52% |
| Walmart Inc.WMT | 1.34% | 0.43% | 0.43% |
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: WAMA, SEC Form N-PORT, June 30, 2026; VFMV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: WAMA institutional holders, VFMV institutional holders.
Frequently asked questions
How much do WAMA and VFMV overlap?
24.2% by weight, with 109 holdings in common, using holdings for WAMA as of June 30, 2026 and VFMV as of May 31, 2026. The largest shared position is MSFT.
Do institutions hold both WAMA and VFMV?
0 Form 13F filers report positions in both, out of 93 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%.