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

AVLV and VTV share 28.6% of their weight across 81 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 VTV

28.6%

81 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

VTV

VANGUARD VALUE INDEX FUND

Reported positions cover 100% of the fund, 305 positions · Jun 30, 2026

Top 10: 24.1%·Holdings of VTV

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

VTV vs AVLV side by side

AVLVAvantis U.S. Large Cap Value ETF

246

stock positions reported to the SEC

44.2% of its weight is in 165 names VTV does not hold

VTVVANGUARD VALUE INDEX FUND

305

stock positions reported to the SEC

66.1% of its weight is in 224 names AVLV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
23.9%
18.7%
Financial Services
13.8%
18.2%
Healthcare
0.0%
15.8%
Industrials
11.8%
6.5%
Consumer Cyclical
11.7%
0.0%
Energy
7.3%
0.0%

The widest gap is Healthcare: VTV has 15.8 points more of it.

The figures side by side

AVLVVTV
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported246305
Weight of the ten largest26.9%24.1%
Largest positionMU 4.6%MU 4.9%
Held alone165 positions, 44.2%224 positions, 66.1%
Covered by stock positions100%100%

Holdings they share

StockIn AVLVIn VTVCounted
MUMicron Technology Inc4.57%4.87%4.57%
EXXON MOBIL CORP2.58%2.12%2.12%
CATCaterpillar Inc2.52%1.83%1.83%
JPMORGAN CHASE & CO1.78%3.06%1.78%
MRKMerck & Co Inc1.75%1.19%1.19%
MSMorgan Stanley1.36%0.93%0.93%
WMTWalmart Inc0.89%1.86%0.89%
AXPAmerican Express Co1.01%0.69%0.69%
DEDeere & Co0.95%0.61%0.61%
UNPUnion Pacific Corp1.53%0.60%0.60%

What each holds alone

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

Only in AVLV

AAPLApple Inc3.17%
AMZNAmazon.com Inc3.17%
METAMeta Platforms Inc2.74%
LRCXLam Research Corp2.52%
COSTCostco Wholesale Corp2.05%
MSFTMicrosoft Corp1.63%
TJX COS INC/THE1.52%
AMATApplied Materials Inc1.06%
FLEX LTD1.06%
KLACKLA Corp0.93%

Only in VTV

BRK.ABerkshire Hathaway Inc3.47%
JNJJohnson & Johnson2.29%
ABBVAbbVie Inc1.66%
CSCOCisco Systems Inc1.56%
UNHUnitedHealth Group Inc1.41%
BACBank of America Corp1.36%
HDHome Depot Inc/The1.32%
PGProcter & Gamble Co/The1.28%
CVXChevron Corp1.17%
INTCIntel Corp1.05%

Questions people ask

Is AVLV the same as VTV?

28.6% of their weight sits in the same 81 holdings. AVLV also reports AAPL, AMZN, META, which the other does not. VTV also reports BRK.A, JNJ, ABBV, which the other does not.

How is the overlap between AVLV and VTV 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 100% of VTV, so the number cannot exceed the smaller coverage.

Which holds more, VTV or AVLV?

AVLV reports 246 stock positions and VTV reports 305. 44.2% of AVLV's weight sits in names VTV does not hold, and 66.1% of VTV's weight in names AVLV does not hold. The ten largest positions are 26.9% of AVLV and 24.1% of VTV.

How do AVLV and VTV differ by sector?

The widest gap is Healthcare: VTV has 15.8 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.