VCSH vs JPST overlap
VCSH and JPST overlap 3.0% by weight, across 110 shared holdings.
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Top shared holdings
| Holding | VCSH | JPST | Overlap |
|---|---|---|---|
| Goldman Sachs GP | 0.15% | 0.25% | 0.15% |
| Royal BK Canada | 0.09% | 0.25% | 0.09% |
| Bank of AMER CRPBAC | 0.11% | 0.09% | 0.09% |
| Morgan Stanley B | 0.08% | 0.08% | 0.08% |
| Nextera Energy Cap Hldgs Inc. 4.685% 09/01/2027 | 0.07% | 0.07% | 0.07% |
| Truist Bank | 0.07% | 0.22% | 0.07% |
| Bank Nova Scotia | 0.06% | 0.14% | 0.06% |
| Banco Santander | 0.08% | 0.06% | 0.06% |
| Broadcom Inc. | 0.06% | 0.13% | 0.06% |
| Amazon.COM Inc. | 0.06% | 0.22% | 0.06% |
| Amcor Flexibles | 0.06% | 0.25% | 0.06% |
| Bank of America Corporation 4.979%/VAR 01/24/2029 | 0.06% | 0.21% | 0.06% |
| DTE Energy Co | 0.06% | 0.06% | 0.06% |
| CRH SMW Finance | 0.06% | 0.08% | 0.06% |
| Banco SantanderSANTAN | 0.06% | 0.18% | 0.06% |
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: VCSH, SEC Form N-PORT, May 31, 2026; JPST, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VCSH | JPST |
|---|---|---|
| Bank of America Corp. | $6.2B | $916.8M |
| JPMorgan Chase & Co | $154.2M | $5.0B |
| Morgan Stanley | $1.8B | $3.2B |
| LPL Financial LLC | $305.7M | $1.0B |
| Wells Fargo & Company | $636.3M | $598.5M |
| UBS Group AG | $502.4M | $499.7M |
| Envestnet Asset Management Inc. | $649.3M | $216.9M |
| Royal Bank of Canada | $452.8M | $267.6M |
| Betterment LLC | $3.7M | $695.8M |
| Charles Schwab Investment Management Inc. | $81.2M | $607.1M |
| FMR LLC | $1.3M | $646.9M |
| Raymond James Financial Inc. | $336.5M | $309.0M |
| HB Wealth Management, LLC | $1.9M | $506.5M |
| Cerity Partners LLC | $163.9M | $275.5M |
| Northwestern Mutual Wealth Management Co | $201.6M | $184.5M |
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: VCSH institutional holders, JPST institutional holders.
Frequently asked questions
How much do VCSH and JPST overlap?
3.0% by weight, with 110 holdings in common, using holdings for VCSH as of May 31, 2026 and JPST as of May 31, 2026. The largest shared position is GOLDMAN SACHS GP.
Do institutions hold both VCSH and JPST?
547 Form 13F filers report positions in both, out of 2,121 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%.