VNQI vs CGIC overlap
VNQI and CGIC overlap 1.6% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VNQI: July 31, 2026, CGIC: May 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
| Holding | VNQI | CGIC | Overlap |
|---|---|---|---|
| Mitsubishi Estat8802 | 2.79% | 0.58% | 0.58% |
| CK Asset Holding1113 | 1.13% | 0.37% | 0.37% |
| China RES Land1109 | 1.14% | 0.28% | 0.28% |
| Link REIT823 | 1.22% | 0.26% | 0.26% |
| Prologis MexicoFIBRAPL | 0.46% | 0.17% | 0.17% |
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: VNQI, SEC Form N-PORT, July 31, 2026; CGIC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VNQI | CGIC |
|---|---|---|
| LPL Financial LLC | $8.1M | $208.2M |
| Envestnet Asset Management Inc. | $37.7M | $136.3M |
| Raymond James Financial Inc. | $24.8M | $130.9M |
| Osaic Holdings, Inc. | $4.3M | $118.4M |
| Wells Fargo & Company | $5.6M | $99.4M |
| Royal Bank of Canada | $5.1M | $56.3M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $58.3M |
| Commonwealth Equity Services, LLC | $343K | $54.4M |
| Cetera Investment Advisers | $5.2M | $47.1M |
| Assetmark, Inc. | $35.6M | $7.9M |
| Jones Financial Companies LLLP | $277K | $40.2M |
| MML Investors Services, LLC | $372K | $34.2M |
| Morgan Stanley | $33.1M | $31K |
| NewEdge Advisors, LLC | $2.5M | $21.0M |
| Stifel Financial Corp. | $1.5M | $20.0M |
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: VNQI institutional holders, CGIC institutional holders.
Frequently asked questions
How much do VNQI and CGIC overlap?
1.6% by weight, with 5 holdings in common, using holdings for VNQI as of July 31, 2026 and CGIC as of May 31, 2026. The largest shared position is 8802.
Do institutions hold both VNQI and CGIC?
69 Form 13F filers report positions in both, out of 518 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%.