VCEB vs RSPA overlap
19 institutions report holding both VCEB and RSPA.
VCEBRSPA
Pick 2 to 4 ETFs.
We don’t have holdings for RSPA. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
19
institutions report holding both, of 205 holding any
VCEB27.2% of its 13F dollars, 13.5% of its 141 holders
RSPA35.6% of its 13F dollars, 22.9% of its 83 holders
Largest institutions holding both
| Firm | VCEB | RSPA |
|---|---|---|
| Bank of America Corp. | $117.6M | $1.4M |
| LPL Financial LLC | $5.9M | $77.2M |
| Wells Fargo & Company | $1.9M | $33.0M |
| Morgan Stanley | $154K | $33.9M |
| UBS Group AG | $4.9M | $21.7M |
| Envestnet Asset Management Inc. | $17.3M | $1.5M |
| Osaic Holdings, Inc. | $709K | $12.0M |
| Cetera Investment Advisers | $403K | $11.3M |
| Raymond James Financial Inc. | $942K | $8.5M |
| Cambridge Investment Research Advisors, Inc. | $7.8M | $991K |
| NewEdge Advisors, LLC | $8.2M | $119K |
| Royal Bank of Canada | $1.4M | $5.0M |
| Commonwealth Equity Services, LLC | $560K | $4.6M |
| Stifel Financial Corp. | $256K | $2.9M |
| Perigon Wealth Management, LLC | $319K | $2.5M |
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: VCEB institutional holders, RSPA institutional holders.
Frequently asked questions
Do institutions hold both VCEB and RSPA?
19 Form 13F filers report positions in both, out of 205 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%.