AVUS vs VTI overlap - what they share and where they differ

AVUS and VTI share 73.0% of their weight across 814 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.

AVUS and VTI

73.0%

814 shared positions

AVUS

Avantis U.S. Equity ETF

Reported positions cover 99% of the fund, 1,092 positions · May 31, 2026

Top 10: 30.8%·Holdings of AVUS

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND

Reported positions cover 98% of the fund, 1,185 positions · Jun 30, 2026

Top 10: 33.5%·Holdings of VTI

Reported positions cover AVUS 99%, VTI 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VTI vs AVUS side by side

AVUSAvantis U.S. Equity ETF

1,092

stock positions reported to the SEC

4.2% of its weight is in 278 names VTI does not hold

VTIVANGUARD TOTAL STOCK MARKET INDEX FUND

1,185

stock positions reported to the SEC

8.5% of its weight is in 371 names AVUS does not hold

Where each fund's weight sits

AVUS
VTI
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
39.5%
45.7%
Financial Services
12.1%
9.7%
Consumer Cyclical
10.2%
9.6%
Healthcare
7.4%
9.7%
Industrials
6.6%
4.5%

The widest gap is Technology: VTI has 6.2 points more of it.

The figures side by side

AVUSVTI
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported1,0921,185
Weight of the ten largest30.8%33.5%
Largest positionNVDA 5.5%NVDA 6.4%
Held alone278 positions, 4.2%371 positions, 8.5%
Covered by stock positions99%98%

Holdings they share

StockIn AVUSIn VTICounted
NVDANVIDIA Corp5.48%6.36%5.48%
AAPLApple Inc5.36%5.87%5.36%
GOOGLAlphabet Inc4.35%5.18%4.35%
MSFTMicrosoft Corp3.84%3.83%3.83%
AMZNAmazon.com Inc3.67%3.19%3.19%
MUMicron Technology Inc2.40%1.80%1.80%
METAMeta Platforms Inc2.21%1.71%1.71%
AVGOBroadcom Inc1.18%2.47%1.18%
JPMORGAN CHASE & CO1.20%1.12%1.12%
LLYEli Lilly & Co0.84%1.40%0.84%

What each holds alone

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

Only in AVUS

SANDISK CORP/DE0.41%
HIGHartford Insurance Group Inc/The0.16%
MELIMercadoLibre Inc0.11%
PRPermian Resources Corp0.10%
ALVAutoliv Inc0.05%
NXPINXP Semiconductors NV0.05%
CPNGCoupang Inc0.04%
MASIMO CORP0.04%
DANDana Inc0.03%
LIVNLivaNova PLC0.03%

Only in VTI

SNDKSandisk Corp0.47%
PMPhilip Morris International Inc0.39%
WELLWelltower Inc0.22%
MOAltria Group Inc0.17%
PLDPrologis Inc0.17%
EQIXEquinix Inc0.14%
SPCXSpace Exploration Technologies Corp0.14%
AMTAmerican Tower Corp0.11%
ALABAstera Labs Inc0.10%
HONAHoneywell Aerospace Inc0.10%

Questions people ask

Is AVUS the same as VTI?

73.0% of their weight sits in the same 814 holdings. AVUS also reports SANDISK CORP/DE, HIG, MELI, which the other does not. VTI also reports SNDK, PM, WELL, which the other does not.

How is the overlap between AVUS and VTI measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of AVUS and 98% of VTI, so the number cannot exceed the smaller coverage.

Which holds more, VTI or AVUS?

AVUS reports 1,092 stock positions and VTI reports 1,185. 4.2% of AVUS's weight sits in names VTI does not hold, and 8.5% of VTI's weight in names AVUS does not hold. The ten largest positions are 30.8% of AVUS and 33.5% of VTI.

How do AVUS and VTI differ by sector?

The widest gap is Technology: VTI has 6.2 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.

Other pairs with these funds

VTI against other funds in the table

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.