USVM vs RWJ overlap
USVM and RWJ overlap 21.5% by weight, across 133 shared holdings.
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Top shared holdings
| Holding | USVM | RWJ | Overlap |
|---|---|---|---|
| Genworth FinanciGNW | 0.59% | 0.43% | 0.43% |
| RUSH Enter-CL aRUSHA | 0.42% | 0.48% | 0.42% |
| Mercury GEN Corp.MCY | 0.50% | 0.39% | 0.39% |
| Pricesmart Inc.PSMT | 0.48% | 0.37% | 0.37% |
| Jackson FI-aJXN | 0.37% | 0.38% | 0.37% |
| Mohawk INDSMHK | 0.37% | 0.65% | 0.37% |
| Lincoln NATL CRPLNC | 0.36% | 1.19% | 0.36% |
| Boise Cascade CoBCC | 0.36% | 0.37% | 0.36% |
| Brightspring HEABTSG | 0.34% | 1.15% | 0.34% |
| Andersons Inc.ANDE | 0.34% | 0.68% | 0.34% |
| Bread FinancialBFH | 0.35% | 0.34% | 0.34% |
| Plexus Corp.PLXS | 0.33% | 0.34% | 0.33% |
| ADT Inc.ADT | 0.41% | 0.31% | 0.31% |
| Rithm Capital CoRITM | 0.51% | 0.31% | 0.31% |
| Sonic Automoti-aSAH | 0.31% | 1.21% | 0.31% |
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: USVM, SEC Form N-PORT, June 30, 2026; RWJ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | USVM | RWJ |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $854.8M | $8.9M |
| LPL Financial LLC | $6.1M | $173.7M |
| Morgan Stanley | $389K | $165.8M |
| Cerity Partners LLC | $149.8M | $2.3M |
| Bank of America Corp. | $2.3M | $88.3M |
| Raymond James Financial Inc. | $6.6M | $46.3M |
| UBS Group AG | $4K | $49.4M |
| Osaic Holdings, Inc. | $662K | $36.2M |
| Northwestern Mutual Wealth Management Co | $104K | $25.2M |
| Wells Fargo & Company | $94 | $24.7M |
| Commonwealth Equity Services, LLC | $321K | $14.5M |
| Cetera Investment Advisers | $3.1M | $8.2M |
| Harbour Investments, Inc. | $1.5M | $8.1M |
| Royal Bank of Canada | $86K | $8.6M |
| Envestnet Asset Management Inc. | $764K | $7.4M |
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: USVM institutional holders, RWJ institutional holders.
Frequently asked questions
How much do USVM and RWJ overlap?
21.5% by weight, with 133 holdings in common, using holdings for USVM as of June 30, 2026 and RWJ as of May 31, 2026. The largest shared position is GNW.
Do institutions hold both USVM and RWJ?
38 Form 13F filers report positions in both, out of 233 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%.