VGSR vs FISR overlap
VGSR and FISR 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: VGSR, SEC Form N-PORT, June 30, 2026; FISR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VGSR | FISR |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | $3.8M | $89.6M |
| LPL Financial LLC | $385K | $90.9M |
| HighTower Advisors, LLC | $3.7M | $10.6M |
| Axxcess Wealth Management, LLC | $188K | $2.9M |
| NWAM LLC | $473K | $399K |
| Osaic Holdings, Inc. | $546K | $189K |
| Morgan Stanley | $75K | $250K |
| Farther Finance Advisors, LLC | $55K | $32K |
| Royal Bank of Canada | $17K | $0 |
| Rossby Financial, LCC | $797 | $2K |
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: VGSR institutional holders, FISR institutional holders.
Frequently asked questions
How much do VGSR and FISR overlap?
0.0% by weight, with 0 holdings in common, using holdings for VGSR as of June 30, 2026 and FISR as of June 30, 2026.
Do institutions hold both VGSR and FISR?
10 Form 13F filers report positions in both, out of 149 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%.