VCRM vs MTBA overlap
VCRM and MTBA 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: VCRM, SEC Form N-PORT, July 31, 2026; MTBA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VCRM | MTBA |
|---|---|---|
| Envestnet Asset Management Inc. | $7.0M | $110.4M |
| MML Investors Services, LLC | $440K | $95.1M |
| Wells Fargo & Company | $40K | $79.9M |
| Aprio Wealth Management, LLC | $43.7M | $23.8M |
| Jones Financial Companies LLLP | $38.2M | $16K |
| LPL Financial LLC | $7.6M | $26.7M |
| Focus Partners Wealth | $22.0M | $995K |
| Truist Financial Corp. | $15.8M | $2.0M |
| JPMorgan Chase & Co | $6.4M | $8.8M |
| Commonwealth Equity Services, LLC | $2.5M | $9.8M |
| Royal Bank of Canada | $40K | $12.2M |
| Integrated Wealth Concepts LLC | $7.4M | $6K |
| HighTower Advisors, LLC | $5.0M | $1.3M |
| Breakwater Capital Group | $792K | $4.7M |
| NewEdge Advisors, LLC | $3.5M | $19K |
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: VCRM institutional holders, MTBA institutional holders.
Frequently asked questions
How much do VCRM and MTBA overlap?
0.0% by weight, with 0 holdings in common, using holdings for VCRM as of July 31, 2026 and MTBA as of June 30, 2026.
Do institutions hold both VCRM and MTBA?
26 Form 13F filers report positions in both, out of 279 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%.