VAVX vs NERD overlap
1 institutions report holding both VAVX and NERD.
VAVXNERD
Pick 2 to 4 ETFs.
We don’t have holdings for VAVX. 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.
1
institutions report holding both, of 14 holding any
VAVX12.9% of its 13F dollars, 33.3% of its 3 holders
NERD18.9% of its 13F dollars, 8.3% of its 12 holders
Largest institutions holding both
| Firm | VAVX | NERD |
|---|---|---|
| Jane Street Group, LLC | $204K | $302K |
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: VAVX institutional holders, NERD institutional holders.
Frequently asked questions
Do institutions hold both VAVX and NERD?
1 Form 13F filers report positions in both, out of 14 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%.