VCRB vs JPIE overlap
VCRB and JPIE overlap 0.8% by weight, across 200 shared holdings.
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Top shared holdings
| Holding | VCRB | JPIE | Overlap |
|---|---|---|---|
| Pmtlt 2026-INV2 A2 | 0.26% | 0.27% | 0.26% |
| Ford Motor CRED | 0.04% | 0.05% | 0.04% |
| EART 2026-1A D | 0.04% | 0.11% | 0.04% |
| Drive 2025-2 D | 0.04% | 0.09% | 0.04% |
| Sdart 2025-3 D | 0.03% | 0.06% | 0.03% |
| FNCL 6.5 7/26 | 0.03% | 0.22% | 0.03% |
| Deutsche Bank NY | 0.03% | 0.05% | 0.03% |
| Sdart 2025-2 D | 0.09% | 0.03% | 0.03% |
| Drive 2025-1 D | 0.03% | 0.02% | 0.02% |
| Petroleos Mexica | 0.09% | 0.02% | 0.02% |
| Charter COMM OPT | 0.08% | 0.02% | 0.02% |
| Charter COMM OPT | 0.06% | 0.02% | 0.02% |
| Argentina | 0.04% | 0.01% | 0.01% |
| Sdart 2024-5 D | 0.03% | 0.01% | 0.01% |
| BMO 2024-C9 A5 | 0.01% | 0.02% | 0.01% |
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; JPIE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VCRB | JPIE |
|---|---|---|
| Bank of America Corp. | $225.4M | $190.3M |
| JPMorgan Chase & Co | $1.0M | $381.4M |
| Morgan Stanley | $203K | $336.6M |
| Wells Fargo & Company | $45.9M | $289.4M |
| LPL Financial LLC | $100.2M | $95.4M |
| Envestnet Asset Management Inc. | $53.4M | $121.3M |
| Assetmark, Inc. | $121.6M | $691 |
| Diversified Portfolios, Inc. | $106.2M | $243K |
| Royal Bank of Canada | $18.5M | $87.2M |
| Raymond James Financial Inc. | $5.6M | $92.7M |
| Osaic Holdings, Inc. | $7.5M | $79.5M |
| D'Orazio & Associates, Inc. | $23.8M | $45.7M |
| Orion Porfolio Solutions, LLC | $59.5M | $3.8M |
| Cambridge Investment Research Advisors, Inc. | $21.6M | $31.7M |
| Commonwealth Equity Services, LLC | $33.3M | $18.3M |
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, JPIE institutional holders.
Frequently asked questions
How much do VCRB and JPIE overlap?
0.8% by weight, with 200 holdings in common, using holdings for VCRB as of June 30, 2026 and JPIE as of May 31, 2026. The largest shared position is PMTLT 2026-INV2 A2.
Do institutions hold both VCRB and JPIE?
121 Form 13F filers report positions in both, out of 665 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%.