VEGI vs LSAT overlap
9 institutions report holding both VEGI and LSAT.
VEGILSAT
Pick 2 to 4 ETFs.
We don’t have holdings for LSAT. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
9
institutions report holding both, of 79 holding any
VEGI11.4% of its 13F dollars, 13.4% of its 67 holders
LSAT38.1% of its 13F dollars, 42.9% of its 21 holders
Largest institutions holding both
| Firm | VEGI | LSAT |
|---|---|---|
| LPL Financial LLC | $3.5M | $17.6M |
| Cetera Investment Advisers | $511K | $3.2M |
| Susquehanna International Group, LLP | $1.5M | $246K |
| Osaic Holdings, Inc. | $712K | $22K |
| Global Retirement Partners, LLC | $56K | $29K |
| Steward Partners Investment Advisory, LLC | $4K | $57K |
| Spire Wealth Management | $9K | $29K |
| AE Wealth Management LLC | $19K | $33 |
| JPMorgan Chase & Co | $31 | $18K |
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: VEGI institutional holders, LSAT institutional holders.
Frequently asked questions
Do institutions hold both VEGI and LSAT?
9 Form 13F filers report positions in both, out of 79 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%.