VGUS vs BSCY overlap
23 institutions report holding both VGUS and BSCY.
VGUSBSCY
Pick 2 to 4 ETFs.
We don’t have holdings for BSCY. 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.
23
institutions report holding both, of 170 holding any
VGUS57.0% of its 13F dollars, 23.5% of its 98 holders
BSCY47.2% of its 13F dollars, 24.2% of its 95 holders
Largest institutions holding both
| Firm | VGUS | BSCY |
|---|---|---|
| LPL Financial LLC | $50.1M | $29.2M |
| Raymond James Financial Inc. | $3.0M | $59.4M |
| Lido Advisors, LLC | $46.7M | $995K |
| Bank of America Corp. | $40.0M | $5.3M |
| UBS Group AG | $14.6M | $27.4M |
| Morgan Stanley | $28.5M | $8.7M |
| Wells Fargo & Company | $11 | $24.7M |
| Truist Financial Corp. | $15.2M | $2.9M |
| Royal Bank of Canada | $10.1M | $3.9M |
| Farther Finance Advisors, LLC | $7.8M | $866K |
| Envestnet Asset Management Inc. | $5.1M | $3.4M |
| Modern Wealth Management, LLC | $788K | $6.5M |
| Osaic Holdings, Inc. | $2.8M | $4.3M |
| Jane Street Group, LLC | $933K | $6.1M |
| Waverly Advisors, LLC | $5.2M | $211K |
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: VGUS institutional holders, BSCY institutional holders.
Frequently asked questions
Do institutions hold both VGUS and BSCY?
23 Form 13F filers report positions in both, out of 170 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%.