VIS vs FTEC overlap
VIS and FTEC overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VIS: May 31, 2026, FTEC: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: VIS, SEC Form N-PORT, May 31, 2026; FTEC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VIS | FTEC |
|---|---|---|
| Bank of America Corp. | $1.5B | $272.3M |
| Lido Advisors, LLC | $40.6M | $573.8M |
| Morgan Stanley | $323.1M | $116.3M |
| Charles Schwab Investment Management Inc. | $1.4M | $383.8M |
| PGIM Custom Harvest LLC | $377.2M | $1.3M |
| LPL Financial LLC | $109.5M | $219.4M |
| Envestnet Asset Management Inc. | $98.2M | $191.2M |
| Wells Fargo & Company | $221.6M | $32.8M |
| Commonwealth Equity Services, LLC | $28.5M | $190.9M |
| AGF Management Ltd. | $13.6M | $197.1M |
| UBS Group AG | $133.4M | $37.3M |
| Cambridge Investment Research Advisors, Inc. | $12.4M | $147.1M |
| Northwestern Mutual Wealth Management Co | $32.7M | $91.4M |
| Raymond James Financial Inc. | $94.1M | $29.7M |
| Osaic Holdings, Inc. | $26.2M | $85.9M |
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: VIS institutional holders, FTEC institutional holders.
Frequently asked questions
How much do VIS and FTEC overlap?
0.0% by weight, with 0 holdings in common, using holdings for VIS as of May 31, 2026 and FTEC as of July 31, 2026.
Do institutions hold both VIS and FTEC?
269 Form 13F filers report positions in both, out of 1,004 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%.