VBK vs SPMD overlap
VBK and SPMD overlap 45.2% by weight, across 162 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VBK | SPMD | Overlap |
|---|---|---|---|
| Twilio Inc. - aTWLO | 0.88% | 0.86% | 0.86% |
| Carpenter TechCRS | 0.82% | 0.84% | 0.82% |
| Curtiss-WrightCW | 0.79% | 0.77% | 0.77% |
| Entegris Inc.ENTG | 0.77% | 0.76% | 0.76% |
| Nvent ElectricNVT | 0.77% | 0.76% | 0.76% |
| ATI Inc.ATI | 0.76% | 0.74% | 0.74% |
| Technipfmc PLCFTI | 0.74% | 0.73% | 0.73% |
| Mastec Inc.MTZ | 0.74% | 0.71% | 0.71% |
| Woodward Inc.WWD | 0.71% | 0.70% | 0.70% |
| Sterling InfrastSTRL | 0.69% | 0.71% | 0.69% |
| Macom TechnologyMTSI | 0.73% | 0.69% | 0.69% |
| Everpure Inc.-aP | 0.70% | 0.68% | 0.68% |
| XPO Inc.XPO | 0.64% | 0.66% | 0.64% |
| OKTA Inc.OKTA | 0.65% | 0.63% | 0.63% |
| RB Global Inc.RBA | 0.61% | 0.60% | 0.60% |
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; SPMD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VBK | SPMD |
|---|---|---|
| Creative Planning | $51.3M | $6.8B |
| Bank of America Corp. | $3.1B | $585.0M |
| Betterment LLC | $6.5M | $1.3B |
| LPL Financial LLC | $334.9M | $909.1M |
| Morgan Stanley | $734.1M | $263.0M |
| Assetmark, Inc. | $588.2M | $30.9M |
| Envestnet Asset Management Inc. | $224.1M | $303.2M |
| Valmark Advisers, Inc. | $576K | $479.6M |
| Wells Fargo & Company | $301.9M | $102.6M |
| UBS Group AG | $280.0M | $115.9M |
| EP Wealth Advisors, LLC | $373.0M | $854K |
| Raymond James Financial Inc. | $174.2M | $82.7M |
| Northwestern Mutual Wealth Management Co | $119.5M | $129.6M |
| PNC Financial Services Group, Inc. | $248.3M | $661K |
| Mather Group, LLC. | $237.1M | $12K |
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, SPMD institutional holders.
Frequently asked questions
How much do VBK and SPMD overlap?
45.2% by weight, with 162 holdings in common, using holdings for VBK as of June 30, 2026 and SPMD as of June 30, 2026. The largest shared position is TWLO.
Do institutions hold both VBK and SPMD?
436 Form 13F filers report positions in both, out of 1,684 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%.