VFMF vs IQSU overlap
VFMF and IQSU overlap 17.1% by weight, across 78 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VFMF: May 31, 2026, IQSU: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | VFMF | IQSU | Overlap |
|---|---|---|---|
| Micron TechMU | 1.25% | 2.88% | 1.25% |
| Cisco SystemsCSCO | 0.83% | 1.35% | 0.83% |
| Alphabet Inc.-aGOOGL | 0.79% | 5.61% | 0.79% |
| Verizon CommunicVZ | 0.62% | 0.62% | 0.62% |
| Pepsico Inc.PEP | 0.63% | 0.58% | 0.58% |
| LAM ResearchLRCX | 0.54% | 1.17% | 0.54% |
| Western DigitalWDC | 0.66% | 0.53% | 0.53% |
| Gilead SciencesGILD | 0.73% | 0.46% | 0.46% |
| Bank of AmericaBAC | 0.41% | 1.18% | 0.41% |
| Bristol-MYER SQBBMY | 0.88% | 0.39% | 0.39% |
| Alphabet Inc.-CGOOG | 0.39% | 4.89% | 0.39% |
| KLA Corp.KLAC | 0.38% | 0.80% | 0.38% |
| LOWE'S COS Inc.LOW | 0.36% | 0.36% | 0.36% |
| Applied MaterialAMAT | 0.35% | 1.33% | 0.35% |
| McKesson Corp.MCK | 0.64% | 0.32% | 0.32% |
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: VFMF, SEC Form N-PORT, May 31, 2026; IQSU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VFMF | IQSU |
|---|---|---|
| Envestnet Asset Management Inc. | $26.3M | $10.2M |
| LPL Financial LLC | $22.1M | $1.3M |
| Raymond James Financial Inc. | $10.4M | $240K |
| Osaic Holdings, Inc. | $4.9M | $40K |
| Goldman Sachs Group Inc. | $1.6M | $3.2M |
| Two Sigma Investments, LP | $3.0M | $501K |
| NewEdge Advisors, LLC | $1.6M | $39K |
| Northwestern Mutual Wealth Management Co | $92K | $118K |
| Morgan Stanley | $22K | $109K |
| Integrated Wealth Concepts LLC | $50K | $188 |
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: VFMF institutional holders, IQSU institutional holders.
Frequently asked questions
How much do VFMF and IQSU overlap?
17.1% by weight, with 78 holdings in common, using holdings for VFMF as of May 31, 2026 and IQSU as of July 31, 2026. The largest shared position is MU.
Do institutions hold both VFMF and IQSU?
10 Form 13F filers report positions in both, out of 119 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%.