VBIL vs CGMS overlap
VBIL and CGMS 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: VBIL, SEC Form N-PORT, June 30, 2026; CGMS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VBIL | CGMS |
|---|---|---|
| LPL Financial LLC | $43.2M | $592.6M |
| Morgan Stanley | $173.7M | $216.8M |
| Wells Fargo & Company | $7K | $272.1M |
| Envestnet Asset Management Inc. | $24.0M | $248.1M |
| Raymond James Financial Inc. | $25.5M | $216.7M |
| UBS Group AG | $62.8M | $170.5M |
| Bank of America Corp. | $154.3M | $2.6M |
| Cetera Investment Advisers | $9.9M | $138.3M |
| Cambridge Investment Research Advisors, Inc. | $4.6M | $110.9M |
| Royal Bank of Canada | $59.9M | $50.4M |
| Osaic Holdings, Inc. | $10.1M | $89.8M |
| Commonwealth Equity Services, LLC | $3.0M | $91.1M |
| Jones Financial Companies LLLP | $227 | $64.0M |
| Bridgewealth Advisory Group, LLC | $51.9M | $559K |
| Valmark Advisers, Inc. | $1.4M | $48.5M |
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: VBIL institutional holders, CGMS institutional holders.
Frequently asked questions
How much do VBIL and CGMS overlap?
0.0% by weight, with 0 holdings in common, using holdings for VBIL as of June 30, 2026 and CGMS as of June 30, 2026.
Do institutions hold both VBIL and CGMS?
99 Form 13F filers report positions in both, out of 668 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%.