VAMO vs QQMG overlap
4 institutions report holding both VAMO and QQMG.
VAMOQQMG
Pick 2 to 4 ETFs.
We don’t have holdings for QQMG. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
4
institutions report holding both, of 67 holding any
VAMO5.7% of its 13F dollars, 28.6% of its 14 holders
QQMG7.1% of its 13F dollars, 7.0% of its 57 holders
Largest institutions holding both
| Firm | VAMO | QQMG |
|---|---|---|
| LPL Financial LLC | $5.9M | $5.1M |
| Commonwealth Equity Services, LLC | $218K | $1.5M |
| Osaic Holdings, Inc. | $95K | $1.0M |
| Morgan Stanley | $5K | $11K |
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: VAMO institutional holders, QQMG institutional holders.
Frequently asked questions
Do institutions hold both VAMO and QQMG?
4 Form 13F filers report positions in both, out of 67 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%.