VOE vs VBK overlap
VOE and VBK overlap 0.3% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VOE | VBK | Overlap |
|---|---|---|---|
| EQT Corp.EQT | 0.14% | 0.23% | 0.14% |
| Hubbell Inc.HUBB | 0.12% | 0.19% | 0.12% |
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: VOE, SEC Form N-PORT, June 30, 2026; VBK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VOE | VBK |
|---|---|---|
| Bank of America Corp. | $616.3M | $3.1B |
| Morgan Stanley | $965.6M | $734.1M |
| Assetmark, Inc. | $874.7M | $588.2M |
| EP Wealth Advisors, LLC | $887.0M | $373.0M |
| Jones Financial Companies LLLP | $672.0M | $228.3M |
| Wells Fargo & Company | $538.7M | $301.9M |
| Betterment LLC | $692.9M | $6.5M |
| UBS Group AG | $303.8M | $280.0M |
| Royal Bank of Canada | $450.2M | $118.1M |
| LPL Financial LLC | $229.5M | $334.9M |
| PNC Financial Services Group, Inc. | $284.4M | $248.3M |
| Envestnet Asset Management Inc. | $241.0M | $224.1M |
| Moneta Group Investment Advisors LLC | $224.4M | $196.9M |
| TIAA-CREF Individual & Institutional Services, LLC | $273.9M | $124.4M |
| SEI Investments Co | $303K | $359.4M |
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: VOE institutional holders, VBK institutional holders.
Frequently asked questions
How much do VOE and VBK overlap?
0.3% by weight, with 2 holdings in common, using holdings for VOE as of June 30, 2026 and VBK as of June 30, 2026. The largest shared position is EQT.
Do institutions hold both VOE and VBK?
789 Form 13F filers report positions in both, out of 1,728 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%.