VCLT vs CGMU overlap
VCLT and CGMU 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: VCLT, SEC Form N-PORT, May 31, 2026; CGMU, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VCLT | CGMU |
|---|---|---|
| Morgan Stanley | $1.5B | $298.4M |
| Envestnet Asset Management Inc. | $39.9M | $376.4M |
| LPL Financial LLC | $75.4M | $318.4M |
| Wells Fargo & Company | $117.8M | $238.1M |
| UBS Group AG | $191.3M | $126.6M |
| Northwestern Mutual Wealth Management Co | $2.5M | $271.8M |
| Bank of America Corp. | $181.7M | $66.3M |
| Jones Financial Companies LLLP | $8.7M | $151.1M |
| Cetera Investment Advisers | $17.0M | $142.1M |
| Cambridge Investment Research Advisors, Inc. | $29.3M | $118.7M |
| Raymond James Financial Inc. | $40.2M | $106.1M |
| JPMorgan Chase & Co | $100.3M | $42.0M |
| Royal Bank of Canada | $68.0M | $43.5M |
| MML Investors Services, LLC | $28.2M | $68.1M |
| Osaic Holdings, Inc. | $16.8M | $78.6M |
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: VCLT institutional holders, CGMU institutional holders.
Frequently asked questions
How much do VCLT and CGMU overlap?
0.0% by weight, with 0 holdings in common, using holdings for VCLT as of May 31, 2026 and CGMU as of June 30, 2026.
Do institutions hold both VCLT and CGMU?
106 Form 13F filers report positions in both, out of 604 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%.