VFLO vs THRO overlap
133 institutions report holding both VFLO and THRO.
VFLOTHRO
Pick 2 to 4 ETFs.
We don’t have holdings for THRO. 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.
133
institutions report holding both, of 676 holding any
VFLO78.7% of its 13F dollars, 42.8% of its 311 holders
THRO75.6% of its 13F dollars, 26.7% of its 498 holders
Largest institutions holding both
| Firm | VFLO | THRO |
|---|---|---|
| Envestnet Asset Management Inc. | $114.1M | $1.6B |
| LPL Financial LLC | $643.7M | $733.2M |
| Morgan Stanley | $684.7M | $225.7M |
| Bank of America Corp. | $748.3M | $112.1M |
| Northwestern Mutual Wealth Management Co | $371.4M | $102.1M |
| Wells Fargo & Company | $380.8M | $22.6M |
| JPMorgan Chase & Co | $7.3M | $349.8M |
| Raymond James Financial Inc. | $293.5M | $27.7M |
| Ameriprise Financial Inc. | $142.9M | $122.0M |
| Merit Financial Group, LLC | $147.5M | $67.3M |
| BlackRock, Inc. | $261K | $206.7M |
| UBS Group AG | $194.4M | $7.2M |
| MML Investors Services, LLC | $12.5M | $159.7M |
| Cetera Investment Advisers | $19.2M | $133.1M |
| HighTower Advisors, LLC | $136.5M | $2.7M |
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: VFLO institutional holders, THRO institutional holders.
Frequently asked questions
Do institutions hold both VFLO and THRO?
133 Form 13F filers report positions in both, out of 676 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%.