VAW vs RWR overlap
VAW and RWR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: VAW, SEC Form N-PORT, May 31, 2026; RWR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VAW | RWR |
|---|---|---|
| Northern Trust Corp. | $1.2M | $267.1M |
| LPL Financial LLC | $75.8M | $54.9M |
| Bank of America Corp. | $98.3M | $32.2M |
| Wells Fargo & Company | $56.1M | $50.7M |
| Morgan Stanley | $59.7M | $40.3M |
| Beacon Capital Management, Inc. | $90.3M | $22K |
| Envestnet Asset Management Inc. | $51.7M | $38.4M |
| UBS Group AG | $29.8M | $31.1M |
| Ameriprise Financial Inc. | $22.3M | $26.0M |
| JPMorgan Chase & Co | $12.8M | $33.9M |
| Raymond James Financial Inc. | $38.5M | $4.2M |
| Ameritas Advisory Services, LLC | $32.5M | $421K |
| Truist Financial Corp. | $2.3M | $24.4M |
| BlackRock, Inc. | $1.9M | $24.6M |
| Cetera Investment Advisers | $19.1M | $2.2M |
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: VAW institutional holders, RWR institutional holders.
Frequently asked questions
How much do VAW and RWR overlap?
0.0% by weight, with 0 holdings in common, using holdings for VAW as of May 31, 2026 and RWR as of June 30, 2026.
Do institutions hold both VAW and RWR?
129 Form 13F filers report positions in both, out of 584 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%.