VGSR vs LONZ overlap
11 institutions report holding both VGSR and LONZ.
VGSRLONZ
Pick 2 to 4 ETFs.
We don’t have holdings for LONZ. 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.
11
institutions report holding both, of 150 holding any
VGSR20.2% of its 13F dollars, 12.5% of its 88 holders
LONZ9.1% of its 13F dollars, 15.1% of its 73 holders
Largest institutions holding both
| Firm | VGSR | LONZ |
|---|---|---|
| Brighton Jones LLC | $44.0M | $3.1M |
| Focus Partners Wealth | $37.7M | $1.9M |
| LPL Financial LLC | $385K | $25.4M |
| Mariner, LLC | $147K | $3.6M |
| Cetera Investment Advisers | $371K | $2.7M |
| Royal Bank of Canada | $17K | $1.2M |
| Osaic Holdings, Inc. | $546K | $113K |
| Commonwealth Equity Services, LLC | $212K | $215K |
| Fifth Third Bancorp | $13K | $143K |
| Morgan Stanley | $75K | $4K |
| Farther Finance Advisors, LLC | $55K | $10K |
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, LONZ institutional holders.
Frequently asked questions
Do institutions hold both VGSR and LONZ?
11 Form 13F filers report positions in both, out of 150 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%.