VB vs IJH overlap

VB and IJH overlap 43.5% by weight, across 397 shared holdings.

VBIJH

Pick 2 to 4 ETFs.

43.5%

overlap by weight, across 397 shared holdings

VB43.5% of the fund is in shared holdings, of 1,309

IJH99.1% of the fund is in shared holdings, of 400

Top shared holdings

Holding	VB	IJH	Overlap
Twilio Inc. - aTWLO	0.38%	0.86%	0.38%
MKS Inc.MKSI	0.37%	0.83%	0.37%
Carpenter TechCRS	0.35%	0.84%	0.35%
Curtiss-WrightCW	0.34%	0.77%	0.34%
Entegris Inc.ENTG	0.33%	0.76%	0.33%
Nvent ElectricNVT	0.33%	0.76%	0.33%
ATI Inc.ATI	0.33%	0.74%	0.33%
Technipfmc PLCFTI	0.32%	0.73%	0.32%
Mastec Inc.MTZ	0.32%	0.71%	0.32%
Macom TechnologyMTSI	0.32%	0.69%	0.32%
Woodward Inc.WWD	0.31%	0.70%	0.31%
Illumina Inc.ILMN	0.31%	0.73%	0.31%
Everpure Inc.-aP	0.30%	0.68%	0.30%
Sterling InfrastSTRL	0.30%	0.71%	0.30%
United TherapeutUTHR	0.28%	0.63%	0.28%

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: VB, SEC Form N-PORT, June 30, 2026; IJH, SEC Form N-PORT, June 30, 2026.

1,757

institutions report holding both, of 3,449 holding any

VB90.8% of its 13F dollars, 71.1% of its 2,471 holders

IJH90.6% of its 13F dollars, 64.2% of its 2,735 holders

Largest institutions holding both

Firm	VB	IJH
Bank of America Corp.	$6.5B	$5.2B
Northwestern Mutual Wealth Management Co	$852.9M	$10.2B
Wells Fargo & Company	$1.5B	$4.4B
Morgan Stanley	$2.5B	$3.2B
Bank of New York Mellon Corp	$580.1M	$4.7B
FMR LLC	$350.8M	$4.2B
Envestnet Asset Management Inc.	$1.2B	$2.9B
Goldman Sachs Group Inc.	$529.8M	$3.3B
Raymond James Financial Inc.	$625.2M	$3.0B
UBS Group AG	$1.3B	$2.0B
LPL Financial LLC	$1.0B	$1.8B
Royal Bank of Canada	$643.4M	$1.7B
BlackRock, Inc.	$115.3M	$2.2B
Mariner, LLC	$690.8M	$1.3B
Northern Trust Corp.	$40.1M	$1.9B

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: VB institutional holders, IJH institutional holders.

Frequently asked questions

How much do VB and IJH overlap?

43.5% by weight, with 397 holdings in common, using holdings for VB as of June 30, 2026 and IJH as of June 30, 2026. The largest shared position is TWLO.

Do institutions hold both VB and IJH?

1,757 Form 13F filers report positions in both, out of 3,449 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%.