VGSH vs SGOV overlap
512 institutions report holding both VGSH and SGOV.
VGSHSGOV
Pick 2 to 4 ETFs.
We don’t have holdings for SGOV. 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.
512
institutions report holding both, of 1,881 holding any
VGSH77.7% of its 13F dollars, 46.9% of its 1,091 holders
SGOV69.4% of its 13F dollars, 39.3% of its 1,302 holders
Largest institutions holding both
| Firm | VGSH | SGOV |
|---|---|---|
| JPMorgan Chase & Co | $2.8B | $285.5M |
| Morgan Stanley | $1.6B | $853.0M |
| Bank of America Corp. | $692.3M | $1.2B |
| LPL Financial LLC | $238.8M | $1.1B |
| UBS Group AG | $545.1M | $600.2M |
| Cerity Partners LLC | $287.4M | $457.6M |
| Baird Financial Group, Inc. | $648.1M | $23.7M |
| Ameriprise Financial Inc. | $207.9M | $382.6M |
| Raymond James Financial Inc. | $193.7M | $366.1M |
| NorthRock Partners, LLC | $274.2M | $275.5M |
| Wells Fargo & Company | $288.6M | $247.6M |
| Alliancebernstein L.P. | $516.1M | $655K |
| Northern Trust Corp. | $474.7M | $1.7M |
| Envestnet Asset Management Inc. | $231.2M | $206.7M |
| Osaic Holdings, Inc. | $123.5M | $292.5M |
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, SGOV institutional holders.
Frequently asked questions
Do institutions hold both VGSH and SGOV?
512 Form 13F filers report positions in both, out of 1,881 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%.