VO vs IWM overlap
VO and IWM 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: VO, SEC Form N-PORT, June 30, 2026; IWM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VO | IWM |
|---|---|---|
| Bank of America Corp. | $6.0B | $10.7B |
| Wells Fargo & Company | $8.8B | $3.5B |
| Jones Financial Companies LLLP | $8.9B | $363.5M |
| Morgan Stanley | $2.9B | $5.6B |
| UBS Group AG | $4.5B | $1.5B |
| Goldman Sachs Group Inc. | $291.2M | $5.4B |
| BlackRock, Inc. | $65.3M | $3.2B |
| Raymond James Financial Inc. | $2.5B | $617.8M |
| Creative Planning | $2.6B | $168.8M |
| Envestnet Asset Management Inc. | $2.0B | $497.4M |
| US Bancorp | $1.8B | $639.7M |
| Empower Advisory Group, LLC | $4.6M | $2.4B |
| LPL Financial LLC | $1.2B | $1.1B |
| Northwestern Mutual Wealth Management Co | $2.0B | $190.0M |
| BNP Paribas Financial Markets | $322 | $2.1B |
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: VO institutional holders, IWM institutional holders.
Frequently asked questions
How much do VO and IWM overlap?
0.0% by weight, with 0 holdings in common, using holdings for VO as of June 30, 2026 and IWM as of June 30, 2026.
Do institutions hold both VO and IWM?
1,609 Form 13F filers report positions in both, out of 3,598 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%.