VFMO vs RSPN overlap
VFMO and RSPN overlap 9.8% by weight, across 29 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VFMO: May 31, 2026, RSPN: 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 | RSPN | Overlap |
|---|---|---|---|
| Vertiv Holding-aVRT | 0.76% | 1.02% | 0.76% |
| GE Vernova Inc.GEV | 0.76% | 1.35% | 0.76% |
| Caterpillar Inc.CAT | 0.74% | 1.13% | 0.74% |
| Howmet AerospaceHWM | 0.71% | 1.34% | 0.71% |
| Fedex Corp.FDX | 0.65% | 1.14% | 0.65% |
| Quanta ServicesPWR | 0.63% | 1.21% | 0.63% |
| General ElectricGE | 0.51% | 1.34% | 0.51% |
| Cummins Inc.CMI | 0.49% | 1.19% | 0.49% |
| RTX Corp.RTX | 0.43% | 1.44% | 0.43% |
| Johnson ControlsJCI | 0.41% | 1.25% | 0.41% |
| Lockheed MartinLMT | 0.38% | 1.31% | 0.38% |
| Northrop GrummanNOC | 0.38% | 1.18% | 0.38% |
| CH RobinsonCHRW | 0.36% | 0.95% | 0.36% |
| CSX Corp.CSX | 0.34% | 1.29% | 0.34% |
| General DynamicsGD | 0.34% | 1.33% | 0.34% |
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; RSPN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VFMO | RSPN |
|---|---|---|
| JPMorgan Chase & Co | $130 | $210.4M |
| Goldman Sachs Group Inc. | $4.5M | $125.6M |
| Bank of America Corp. | $15.2M | $69.1M |
| LPL Financial LLC | $42.8M | $24.1M |
| Raymond James Financial Inc. | $39.2M | $15.7M |
| Cambridge Investment Research Advisors, Inc. | $30.3M | $5.0M |
| Morgan Stanley | $692K | $32.3M |
| Cetera Investment Advisers | $24.9M | $5.5M |
| Royal Bank of Canada | $8.1M | $20.4M |
| Envestnet Asset Management Inc. | $21.0M | $6.5M |
| UBS Group AG | $14.4M | $9.1M |
| NewEdge Advisors, LLC | $10.2M | $11.2M |
| Wells Fargo & Company | $3K | $15.8M |
| Financial Partners Group, Inc | $13.3M | $247K |
| Wealthcare Advisory Partners LLC | $875K | $11.3M |
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, RSPN institutional holders.
Frequently asked questions
How much do VFMO and RSPN overlap?
9.8% by weight, with 29 holdings in common, using holdings for VFMO as of May 31, 2026 and RSPN as of July 31, 2026. The largest shared position is VRT.
Do institutions hold both VFMO and RSPN?
64 Form 13F filers report positions in both, out of 303 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%.