VB vs IWM overlap
VB and IWM overlap 25.6% by weight, across 687 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VB | IWM | Overlap |
|---|---|---|---|
| MOOG Inc.-Class aMOG/A | 0.15% | 0.38% | 0.15% |
| HUT 8 Corp.HUT | 0.14% | 0.37% | 0.14% |
| Viasat Inc.VSAT | 0.14% | 0.35% | 0.14% |
| Cytokinetics Inc.CYTK | 0.14% | 0.35% | 0.14% |
| Brightspring HEABTSG | 0.14% | 0.35% | 0.14% |
| MaxlinearMXL | 0.13% | 0.34% | 0.13% |
| Argan Inc.AGX | 0.13% | 0.34% | 0.13% |
| Krystal BiotechKRYS | 0.13% | 0.30% | 0.13% |
| UMB FinancialUMBF | 0.12% | 0.33% | 0.12% |
| Caretrust REICTRE | 0.12% | 0.28% | 0.12% |
| Cipher Digital ICIFR | 0.12% | 0.26% | 0.12% |
| Jfrog Ltd.FROG | 0.11% | 0.31% | 0.11% |
| Praxis PrecisionPRAX | 0.11% | 0.26% | 0.11% |
| RIOT Platforms IRIOT | 0.11% | 0.30% | 0.11% |
| Compass Inc. - aCOMP | 0.11% | 0.27% | 0.11% |
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; IWM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VB | IWM |
|---|---|---|
| Bank of America Corp. | $6.5B | $10.7B |
| Morgan Stanley | $2.5B | $5.6B |
| Goldman Sachs Group Inc. | $529.8M | $5.4B |
| Wells Fargo & Company | $1.5B | $3.5B |
| BlackRock, Inc. | $115.3M | $3.2B |
| UBS Group AG | $1.3B | $1.5B |
| Empower Advisory Group, LLC | $10.0M | $2.4B |
| Royal Bank of Canada | $643.4M | $1.6B |
| BNP Paribas Financial Markets | $909 | $2.1B |
| LPL Financial LLC | $1.0B | $1.1B |
| Envestnet Asset Management Inc. | $1.2B | $497.4M |
| PNC Financial Services Group, Inc. | $602.1M | $1.0B |
| Bank of Montreal | $226.1M | $1.3B |
| Susquehanna International Group, LLP | $17.4M | $1.5B |
| JPMorgan Chase & Co | $373.7M | $1.0B |
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, IWM institutional holders.
Frequently asked questions
How much do VB and IWM overlap?
25.6% by weight, with 687 holdings in common, using holdings for VB as of June 30, 2026 and IWM as of June 30, 2026. The largest shared position is MOG/A.
Do institutions hold both VB and IWM?
1,607 Form 13F filers report positions in both, out of 3,593 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%.