VFMO vs FTA overlap
VFMO and FTA overlap 9.6% by weight, across 43 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VFMO: May 31, 2026, FTA: 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 | VFMO | FTA | Overlap |
|---|---|---|---|
| General Motors CGM | 0.67% | 0.99% | 0.67% |
| Fedex Corp.FDX | 0.65% | 0.68% | 0.65% |
| Phillips 66PSX | 0.64% | 0.86% | 0.64% |
| Marathon PetroleMPC | 0.71% | 0.62% | 0.62% |
| Exxon Mobil Corp.XOM | 0.58% | 0.78% | 0.58% |
| Chevron Corp.CVX | 0.51% | 0.82% | 0.51% |
| ConocophillipsCOP | 0.49% | 1.00% | 0.49% |
| SLB Ltd.SLB | 0.45% | 0.54% | 0.45% |
| General DynamicsGD | 0.34% | 0.37% | 0.34% |
| US BancorpUSB | 0.32% | 0.52% | 0.32% |
| Citigroup Inc.C | 0.27% | 0.48% | 0.27% |
| Valero EnergyVLO | 0.24% | 0.83% | 0.24% |
| Halliburton CoHAL | 0.23% | 0.65% | 0.23% |
| PNC Financial SEPNC | 0.21% | 0.35% | 0.21% |
| Bunge Global SABG | 0.20% | 0.34% | 0.20% |
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: VFMO, SEC Form N-PORT, May 31, 2026; FTA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VFMO | FTA |
|---|---|---|
| Morgan Stanley | $692K | $171.2M |
| LPL Financial LLC | $42.8M | $108.7M |
| UBS Group AG | $14.4M | $75.4M |
| Raymond James Financial Inc. | $39.2M | $30.2M |
| Envestnet Asset Management Inc. | $21.0M | $37.5M |
| Cetera Investment Advisers | $24.9M | $33.3M |
| Cambridge Investment Research Advisors, Inc. | $30.3M | $27.5M |
| Bank of America Corp. | $15.2M | $37.1M |
| Royal Bank of Canada | $8.1M | $44.1M |
| Great Valley Advisor Group, Inc. | $41.2M | $1.1M |
| NewEdge Advisors, LLC | $10.2M | $15.6M |
| Private Advisor Group, LLC | $7.9M | $12.9M |
| Integrated Wealth Concepts LLC | $438K | $19.8M |
| Wells Fargo & Company | $3K | $19.1M |
| Osaic Holdings, Inc. | $4.7M | $12.1M |
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: VFMO institutional holders, FTA institutional holders.
Frequently asked questions
How much do VFMO and FTA overlap?
9.6% by weight, with 43 holdings in common, using holdings for VFMO as of May 31, 2026 and FTA as of July 31, 2026. The largest shared position is GM.
Do institutions hold both VFMO and FTA?
75 Form 13F filers report positions in both, out of 352 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%.