VFMF vs RSPH overlap
VFMF and RSPH overlap 10.5% by weight, across 24 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VFMF: May 31, 2026, RSPH: 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 | RSPH | Overlap |
|---|---|---|---|
| Bristol-MYER SQBBMY | 0.88% | 1.82% | 0.88% |
| Merck & CoMRK | 0.81% | 1.69% | 0.81% |
| Regeneron PharmREGN | 0.77% | 1.96% | 0.77% |
| Amgen Inc.AMGN | 0.75% | 1.77% | 0.75% |
| Abbvie Inc.ABBV | 0.74% | 1.73% | 0.74% |
| Gilead SciencesGILD | 0.73% | 1.66% | 0.73% |
| CVS Health Corp.CVS | 0.72% | 1.65% | 0.72% |
| HCA Healthcare IHCA | 0.68% | 1.67% | 0.68% |
| McKesson Corp.MCK | 0.64% | 1.68% | 0.64% |
| Pfizer Inc.PFE | 0.52% | 1.51% | 0.52% |
| Johnson&JohnsonJNJ | 0.49% | 1.67% | 0.49% |
| Cencora Inc.COR | 0.46% | 1.71% | 0.46% |
| Davita Inc.DVA | 0.30% | 1.87% | 0.30% |
| The Cigna GroupCI | 0.26% | 1.46% | 0.26% |
| Viatris Inc.VTRS | 0.26% | 1.72% | 0.26% |
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; RSPH, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VFMF | RSPH |
|---|---|---|
| Morgan Stanley | $22K | $44.2M |
| LPL Financial LLC | $22.1M | $12.2M |
| Cambridge Investment Research Advisors, Inc. | $30.7M | $2.5M |
| Envestnet Asset Management Inc. | $26.3M | $990K |
| Raymond James Financial Inc. | $10.4M | $11.1M |
| JPMorgan Chase & Co | $50K | $21.0M |
| Royal Bank of Canada | $3.7M | $9.2M |
| Osaic Holdings, Inc. | $4.9M | $7.7M |
| UMB Bank, n.a. | $11.7M | $824K |
| Commonwealth Equity Services, LLC | $3.6M | $4.7M |
| Geneos Wealth Management Inc. | $7.8M | $265K |
| Wells Fargo & Company | $48K | $5.1M |
| UBS Group AG | $1.5M | $3.7M |
| Great Valley Advisor Group, Inc. | $1.7M | $925K |
| Equitable Holdings, Inc. | $2.3M | $309K |
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, RSPH institutional holders.
Frequently asked questions
How much do VFMF and RSPH overlap?
10.5% by weight, with 24 holdings in common, using holdings for VFMF as of May 31, 2026 and RSPH as of July 31, 2026. The largest shared position is BMY.
Do institutions hold both VFMF and RSPH?
34 Form 13F filers report positions in both, out of 260 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%.