VBK vs IWP overlap
VBK and IWP overlap 34.3% by weight, across 144 shared holdings.
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Top shared holdings
| Holding | VBK | IWP | Overlap |
|---|---|---|---|
| Credo TechnologyCRDO | 1.27% | 1.23% | 1.23% |
| Astera Labs Inc.ALAB | 1.05% | 2.02% | 1.05% |
| Natera Inc.NTRA | 1.04% | 1.01% | 1.01% |
| Revolution MedicRVMD | 1.06% | 0.98% | 0.98% |
| Carpenter TechCRS | 0.82% | 0.81% | 0.81% |
| FTAI Aviation LTFTAI | 0.78% | 0.75% | 0.75% |
| ATI Inc.ATI | 0.76% | 0.73% | 0.73% |
| Casey's GeneralCASY | 0.83% | 0.71% | 0.71% |
| Mastec Inc.MTZ | 0.74% | 0.71% | 0.71% |
| Macom TechnologyMTSI | 0.73% | 0.70% | 0.70% |
| Woodward Inc.WWD | 0.71% | 0.69% | 0.69% |
| Sterling InfrastSTRL | 0.69% | 0.69% | 0.69% |
| XPO Inc.XPO | 0.64% | 0.64% | 0.64% |
| Affirm HoldingsAFRM | 0.61% | 0.62% | 0.61% |
| Everpure Inc.-aP | 0.70% | 0.58% | 0.58% |
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: VBK, SEC Form N-PORT, June 30, 2026; IWP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VBK | IWP |
|---|---|---|
| Bank of America Corp. | $3.1B | $1.0B |
| Morgan Stanley | $734.1M | $2.9B |
| Wells Fargo & Company | $301.9M | $781.1M |
| Envestnet Asset Management Inc. | $224.1M | $858.9M |
| LPL Financial LLC | $334.9M | $399.1M |
| UBS Group AG | $280.0M | $398.0M |
| PNC Financial Services Group, Inc. | $248.3M | $354.9M |
| Assetmark, Inc. | $588.2M | $775K |
| Ameriprise Financial Inc. | $184.9M | $373.5M |
| Jones Financial Companies LLLP | $228.3M | $282.9M |
| EP Wealth Advisors, LLC | $373.0M | $27.9M |
| TIAA-CREF Individual & Institutional Services, LLC | $124.4M | $274.8M |
| Commonwealth Equity Services, LLC | $70.6M | $324.8M |
| SEI Investments Co | $359.4M | $308K |
| Northwestern Mutual Wealth Management Co | $119.5M | $217.6M |
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: VBK institutional holders, IWP institutional holders.
Frequently asked questions
How much do VBK and IWP overlap?
34.3% by weight, with 144 holdings in common, using holdings for VBK as of June 30, 2026 and IWP as of June 30, 2026. The largest shared position is CRDO.
Do institutions hold both VBK and IWP?
651 Form 13F filers report positions in both, out of 1,844 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%.