VV vs SCHX overlap
VV and SCHX overlap 90.8% by weight, across 420 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VV | SCHX | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.28% | 7.50% | 7.28% |
| Apple Inc.AAPL | 6.72% | 6.69% | 6.69% |
| Microsoft Corp.MSFT | 4.38% | 4.88% | 4.38% |
| Amazon.COM Inc.AMZN | 3.65% | 3.86% | 3.65% |
| Alphabet Inc.-aGOOGL | 3.31% | 3.23% | 3.23% |
| Broadcom Inc.AVGO | 2.83% | 3.10% | 2.83% |
| Alphabet Inc.-CGOOG | 2.61% | 2.57% | 2.57% |
| META Platforms-aMETA | 1.96% | 2.02% | 1.96% |
| Tesla Inc.TSLA | 1.87% | 1.79% | 1.79% |
| Micron TechMU | 2.06% | 1.60% | 1.60% |
| ELI Lilly & CoLLY | 1.61% | 1.28% | 1.28% |
| Berkshire HATH-BBRK/B | 1.40% | 1.27% | 1.27% |
| ADV Micro DeviceAMD | 1.50% | 1.23% | 1.23% |
| JPMorgan ChaseJPM | 1.29% | 1.18% | 1.18% |
| Exxon Mobil Corp.XOM | 0.90% | 0.89% | 0.89% |
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; SCHX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VV | SCHX |
|---|---|---|
| Jones Financial Companies LLLP | $6.5B | $130.4M |
| Creative Planning | $4.1B | $2.4B |
| US Bancorp | $17.1M | $5.1B |
| Northwestern Mutual Wealth Management Co | $973.8M | $1.1B |
| UBS Group AG | $1.4B | $293.7M |
| Moneta Group Investment Advisors LLC | $491.6M | $1.1B |
| Morgan Stanley | $939.9M | $260.4M |
| Bank of America Corp. | $849.3M | $306.9M |
| HBK Sorce Advisory LLC | $18.4M | $1.1B |
| SEI Investments Co | $2.6M | $950.6M |
| Johnson Financial Group, LLC | $932.8M | $8.9M |
| Betterment LLC | $50.6M | $842.5M |
| PNC Financial Services Group, Inc. | $776.9M | $19.8M |
| Sage Financial Group Inc. | $36.5M | $677.0M |
| Captrust Financial Advisors | $87.6M | $599.3M |
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, SCHX institutional holders.
Frequently asked questions
How much do VV and SCHX overlap?
90.8% by weight, with 420 holdings in common, using holdings for VV as of June 30, 2026 and SCHX as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both VV and SCHX?
796 Form 13F filers report positions in both, out of 2,177 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%.