VGSH vs IQMM overlap
8 institutions report holding both VGSH and IQMM.
VGSHIQMM
Pick 2 to 4 ETFs.
We don’t have holdings for IQMM. 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.
8
institutions report holding both, of 1,096 holding any
VGSH17.0% of its 13F dollars, 0.7% of its 1,091 holders
IQMM1.3% of its 13F dollars, 61.5% of its 13 holders
Largest institutions holding both
| Firm | VGSH | IQMM |
|---|---|---|
| JPMorgan Chase & Co | $2.8B | $948K |
| Goldman Sachs Group Inc. | $247.3M | $167.2M |
| Cambridge Investment Research Advisors, Inc. | $104.0M | $53.8M |
| Royal Bank of Canada | $124.2M | $154K |
| Cetera Investment Advisers | $58.6M | $243K |
| Jump Financial, LLC | $2.1M | $10.2M |
| Jane Street Group, LLC | $519K | $4.4M |
| Clearstead Advisors, LLC | $842K | $619K |
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: VGSH institutional holders, IQMM institutional holders.
Frequently asked questions
Do institutions hold both VGSH and IQMM?
8 Form 13F filers report positions in both, out of 1,096 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%.