VMBS vs USIG overlap
VMBS and USIG 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: VMBS, SEC Form N-PORT, May 31, 2026; USIG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VMBS | USIG |
|---|---|---|
| Bank of America Corp. | $2.8B | $3.3B |
| UBS Group AG | $226.3M | $3.0B |
| Envestnet Asset Management Inc. | $1.3B | $330.2M |
| JPMorgan Chase & Co | $1.2B | $100.9M |
| Ameriprise Financial Inc. | $239.0M | $730.8M |
| Assetmark, Inc. | $412.1M | $528.2M |
| Stifel Financial Corp. | $478.2M | $424.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $35.6M | $564.8M |
| Bank of New York Mellon Corp | $496.4M | $102.8M |
| TIAA Wealth Investment Management LLC | $27K | $597.4M |
| Wells Fargo & Company | $456.2M | $122.4M |
| Truist Financial Corp. | $38.5M | $521.1M |
| LPL Financial LLC | $294.7M | $180.5M |
| TIAA-CREF Individual & Institutional Services, LLC | $9.1M | $459.8M |
| Morgan Stanley | $257.1M | $149.0M |
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: VMBS institutional holders, USIG institutional holders.
Frequently asked questions
How much do VMBS and USIG overlap?
0.0% by weight, with 0 holdings in common, using holdings for VMBS as of May 31, 2026 and USIG as of May 31, 2026.
Do institutions hold both VMBS and USIG?
255 Form 13F filers report positions in both, out of 921 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%.