VGMS vs GISC overlap
2 institutions report holding both VGMS and GISC.
VGMSGISC
Pick 2 to 4 ETFs.
We don’t have holdings for GISC. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 44 holding any
VGMS3.8% of its 13F dollars, 4.7% of its 43 holders
GISC1.6% of its 13F dollars, 66.7% of its 3 holders
Largest institutions holding both
| Firm | VGMS | GISC |
|---|---|---|
| Jane Street Group, LLC | $2.1M | $318K |
| Goldman Sachs Group Inc. | $203K | $658K |
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: VGMS institutional holders, GISC institutional holders.
Frequently asked questions
Do institutions hold both VGMS and GISC?
2 Form 13F filers report positions in both, out of 44 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%.