VBCH vs SHRD overlap
VBCH and SHRD overlap 0.3% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VBCH | SHRD | Overlap |
|---|---|---|---|
| Charter COMM OPT | 0.15% | 0.42% | 0.15% |
| American ASTS LP | 0.12% | 0.43% | 0.12% |
| Athene HoldingATH | 0.08% | 0.42% | 0.08% |
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: VBCH, SEC Form N-PORT, June 30, 2026; SHRD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: VBCH institutional holders, SHRD institutional holders.
Frequently asked questions
How much do VBCH and SHRD overlap?
0.3% by weight, with 3 holdings in common, using holdings for VBCH as of June 30, 2026 and SHRD as of June 30, 2026. The largest shared position is CHARTER COMM OPT.
Do institutions hold both VBCH and SHRD?
0 Form 13F filers report positions in both, out of 5 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%.