VFMO vs RWO overlap
VFMO and RWO overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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; RWO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VFMO | RWO |
|---|---|---|
| Bank of America Corp. | $15.2M | $78.0M |
| Raymond James Financial Inc. | $39.2M | $23.4M |
| LPL Financial LLC | $42.8M | $13.3M |
| Envestnet Asset Management Inc. | $21.0M | $28.2M |
| Great Valley Advisor Group, Inc. | $41.2M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $30.3M | $8.7M |
| Cetera Investment Advisers | $24.9M | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $26.0M | $258K |
| Morgan Stanley | $692K | $25.2M |
| Mariner, LLC | $9.8M | $15.2M |
| Goldman Sachs Group Inc. | $4.5M | $19.7M |
| UBS Group AG | $14.4M | $1.2M |
| Cerity Partners LLC | $796K | $11.8M |
| Jones Financial Companies LLLP | $5K | $11.0M |
| Royal Bank of Canada | $8.1M | $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: VFMO institutional holders, RWO institutional holders.
Frequently asked questions
How much do VFMO and RWO overlap?
0.0% by weight, with 0 holdings in common, using holdings for VFMO as of May 31, 2026 and RWO as of June 30, 2026.
Do institutions hold both VFMO and RWO?
57 Form 13F filers report positions in both, out of 350 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%.