IWV vs AVUS overlap
IWV and AVUS overlap 74.4% by weight, across 1,707 shared holdings.
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Top shared holdings
| Holding | IWV | AVUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.43% | 5.48% | 5.48% |
| Apple Inc.AAPL | 5.76% | 5.36% | 5.36% |
| Microsoft Corp.MSFT | 3.82% | 3.84% | 3.82% |
| Amazon.COM Inc.AMZN | 3.19% | 3.67% | 3.19% |
| Alphabet Inc.-aGOOGL | 2.87% | 2.41% | 2.41% |
| Alphabet Inc.-CGOOG | 2.31% | 1.94% | 1.94% |
| Micron TechMU | 1.79% | 2.40% | 1.79% |
| META Platforms-aMETA | 1.71% | 2.21% | 1.71% |
| JPMorgan ChaseJPM | 1.21% | 1.20% | 1.20% |
| Broadcom Inc.AVGO | 2.42% | 1.18% | 1.18% |
| ELI Lilly & CoLLY | 1.32% | 0.84% | 0.84% |
| Tesla Inc.TSLA | 1.69% | 0.80% | 0.80% |
| Exxon Mobil Corp.XOM | 0.78% | 1.07% | 0.78% |
| LAM ResearchLRCX | 0.75% | 0.99% | 0.75% |
| VISA Inc.-Class aV | 0.78% | 0.68% | 0.68% |
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: IWV, SEC Form N-PORT, June 30, 2026; AVUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IWV | AVUS |
|---|---|---|
| Goldman Sachs Group Inc. | $835.8M | $340K |
| HB Wealth Management, LLC | $34.4M | $771.9M |
| Morgan Stanley | $492.6M | $128.0M |
| LPL Financial LLC | $198.5M | $325.5M |
| Focus Partners Wealth | $187.7M | $250.3M |
| BlackRock, Inc. | $428.3M | $1.9M |
| Northern Trust Corp. | $423.6M | $3.6M |
| Bank of America Corp. | $290.0M | $123.9M |
| HighTower Advisors, LLC | $136.2M | $201.4M |
| Envestnet Asset Management Inc. | $39.9M | $257.3M |
| Fifth Third Bancorp | $61.6M | $225.9M |
| Bank of New York Mellon Corp | $141.4M | $112.6M |
| JPMorgan Chase & Co | $203.1M | $39.3M |
| Corient Private Wealth LP | $92.2M | $141.0M |
| Prime Capital Investment Advisors, LLC | $5.3M | $225.8M |
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: IWV institutional holders, AVUS institutional holders.
Frequently asked questions
How much do IWV and AVUS overlap?
74.4% by weight, with 1,707 holdings in common, using holdings for IWV as of June 30, 2026 and AVUS as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both IWV and AVUS?
254 Form 13F filers report positions in both, out of 1,236 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%.