AVLV vs VONV overlap - what they share and where they differ

AVLV and VONV share 29.2% of their weight across 179 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

AVLV and VONV

29.2%

179 shared positions

AVLV

Avantis U.S. Large Cap Value ETF

Reported positions cover 100% of the fund, 246 positions · May 31, 2026

Top 10: 26.9%·Holdings of AVLV

VONV

VANGUARD RUSSELL 1000 VALUE INDEX FUND

Reported positions cover 99% of the fund, 794 positions · May 31, 2026

Top 10: 22.1%·Holdings of VONV

Reported positions cover AVLV 100%, VONV 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VONV vs AVLV side by side

AVLVAvantis U.S. Large Cap Value ETF

246

stock positions reported to the SEC

20.8% of its weight is in 67 names VONV does not hold

VONVVANGUARD RUSSELL 1000 VALUE INDEX FUND

794

stock positions reported to the SEC

63.7% of its weight is in 615 names AVLV does not hold

Where each fund's weight sits

AVLV
VONV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
23.9%
25.6%
Financial Services
13.8%
14.7%
Industrials
11.8%
6.5%
Consumer Cyclical
11.7%
7.8%
Healthcare
0.0%
11.7%
Energy
7.3%
0.0%

The widest gap is Healthcare: VONV has 11.7 points more of it.

The figures side by side

AVLVVONV
Filing dateMay 31, 2026May 31, 2026
Stock positions reported246794
Weight of the ten largest26.9%22.1%
Largest positionMU 4.6%GOOGL 4.2%
Held alone67 positions, 20.8%615 positions, 63.7%
Covered by stock positions100%99%

Holdings they share

StockIn AVLVIn VONVCounted
MUMicron Technology Inc4.57%3.22%3.22%
AMZNAmazon.com Inc3.17%2.12%2.12%
EXXON MOBIL CORP2.58%1.82%1.82%
JPMORGAN CHASE & CO1.78%2.27%1.78%
CATCaterpillar Inc2.52%1.06%1.06%
WMTWalmart Inc0.89%1.35%0.89%
MRKMerck & Co Inc1.75%0.88%0.88%
AMATApplied Materials Inc1.06%0.76%0.76%
METAMeta Platforms Inc2.74%0.73%0.73%
MSMorgan Stanley1.36%0.70%0.70%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in AVLV

AAPLApple Inc3.17%
LRCXLam Research Corp2.52%
COSTCostco Wholesale Corp2.05%
MSFTMicrosoft Corp1.63%
KLACKLA Corp0.93%
NFLXNetflix Inc0.91%
TRGPTarga Resources Corp0.83%
RCLRoyal Caribbean Cruises Ltd0.79%
HIGHartford Insurance Group Inc/The0.60%
CMGChipotle Mexican Grill Inc0.46%

Only in VONV

BRK.ABerkshire Hathaway Inc2.60%
JNJJohnson & Johnson1.61%
INTCIntel Corp1.50%
CSCOCisco Systems Inc1.42%
UNHUnitedHealth Group Inc1.03%
AMDAdvanced Micro Devices Inc1.02%
CVXChevron Corp1.02%
PGProcter & Gamble Co/The1.00%
BACBank of America Corp0.93%
IBMInternational Business Machines Corp0.82%

Questions people ask

Is AVLV the same as VONV?

29.2% of their weight sits in the same 179 holdings. AVLV also reports AAPL, LRCX, COST, which the other does not. VONV also reports BRK.A, JNJ, INTC, which the other does not.

How is the overlap between AVLV and VONV measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of AVLV and 99% of VONV, so the number cannot exceed the smaller coverage.

Which holds more, VONV or AVLV?

AVLV reports 246 stock positions and VONV reports 794. 20.8% of AVLV's weight sits in names VONV does not hold, and 63.7% of VONV's weight in names AVLV does not hold. The ten largest positions are 26.9% of AVLV and 22.1% of VONV.

How do AVLV and VONV differ by sector?

The widest gap is Healthcare: VONV has 11.7 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.