VCRB vs JMBS overlap
VCRB and JMBS overlap 0.0% by weight, across 8 shared holdings.
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Top shared holdings
| Holding | VCRB | JMBS | Overlap |
|---|---|---|---|
| Hacln 2025-1 B | 0.01% | 0.07% | 0.01% |
| FN Fm7031 | 0.01% | 0.05% | 0.01% |
| Abcln 2025-a C | 0.01% | 0.12% | 0.01% |
| Affrm 2025-X2 C | 0.00% | 0.07% | 0.00% |
| Abcln 2025-a D | 0.00% | 0.08% | 0.00% |
| Hacln 2024-2 B1 | 0.00% | 0.15% | 0.00% |
| Abcln 2024-a C | 0.00% | 0.03% | 0.00% |
| Meridian ARC HOLMERIDI | 0.00% | 0.09% | 0.00% |
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: VCRB, SEC Form N-PORT, June 30, 2026; JMBS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VCRB | JMBS |
|---|---|---|
| Morgan Stanley | $203K | $1.4B |
| Bank of America Corp. | $225.4M | $444.9M |
| Signaturefd, LLC | $442.4M | $34K |
| Advance Capital Management, Inc. | $297.7M | $80.5M |
| Bank of New York Mellon Corp | $262.1M | $53.0M |
| LPL Financial LLC | $100.2M | $83.1M |
| Haverford Trust Co | $334K | $179.7M |
| Envestnet Asset Management Inc. | $53.4M | $108.9M |
| Raymond James Financial Inc. | $5.6M | $153.4M |
| Osaic Holdings, Inc. | $7.5M | $151.3M |
| Focus Partners Wealth | $4.2M | $127.2M |
| Wells Fargo & Company | $45.9M | $82.6M |
| Assetmark, Inc. | $121.6M | $80K |
| Royal Bank of Canada | $18.5M | $89.5M |
| Orion Porfolio Solutions, LLC | $59.5M | $956K |
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: VCRB institutional holders, JMBS institutional holders.
Frequently asked questions
How much do VCRB and JMBS overlap?
0.0% by weight, with 8 holdings in common, using holdings for VCRB as of June 30, 2026 and JMBS as of July 31, 2026. The largest shared position is HACLN 2025-1 B.
Do institutions hold both VCRB and JMBS?
75 Form 13F filers report positions in both, out of 502 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%.