VCEB vs TAFM overlap
VCEB and TAFM 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: VCEB, SEC Form N-PORT, May 31, 2026; TAFM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VCEB | TAFM |
|---|---|---|
| LPL Financial LLC | $5.9M | $29.4M |
| Truist Financial Corp. | $18.7M | $8.4M |
| Envestnet Asset Management Inc. | $17.3M | $8.6M |
| Jane Street Group, LLC | $10.6M | $7.9M |
| Creative Planning | $11.3M | $253K |
| Raymond James Financial Inc. | $942K | $9.3M |
| Cambridge Investment Research Advisors, Inc. | $7.8M | $1.5M |
| NewEdge Advisors, LLC | $8.2M | $893K |
| JPMorgan Chase & Co | $7.0M | $686K |
| Commonwealth Equity Services, LLC | $560K | $3.9M |
| Wells Fargo & Company | $1.9M | $1.2M |
| Private Advisor Group, LLC | $555K | $2.4M |
| Osaic Holdings, Inc. | $709K | $1.5M |
| Harbour Investments, Inc. | $1.6M | $266K |
| MML Investors Services, LLC | $562K | $1.2M |
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, TAFM institutional holders.
Frequently asked questions
How much do VCEB and TAFM overlap?
0.0% by weight, with 0 holdings in common, using holdings for VCEB as of May 31, 2026 and TAFM as of May 31, 2026.
Do institutions hold both VCEB and TAFM?
17 Form 13F filers report positions in both, out of 175 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%.