VONE vs RECS overlap
VONE and RECS overlap 36.8% by weight, across 339 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VONE: May 31, 2026, RECS: 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
| Holding | VONE | RECS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.15% | 11.42% | 7.15% |
| Apple Inc.AAPL | 6.50% | 11.50% | 6.50% |
| META Platforms-aMETA | 2.00% | 4.17% | 2.00% |
| Micron TechMU | 1.57% | 1.99% | 1.57% |
| Cisco SystemsCSCO | 0.69% | 1.12% | 0.69% |
| LAM ResearchLRCX | 0.58% | 0.74% | 0.58% |
| Mastercard Inc.-aMA | 0.58% | 2.46% | 0.58% |
| Abbvie Inc.ABBV | 0.56% | 0.64% | 0.56% |
| Applied MaterialAMAT | 0.52% | 0.78% | 0.52% |
| Palantir Techn-aPLTR | 0.49% | 0.71% | 0.49% |
| Chevron Corp.CVX | 0.49% | 1.52% | 0.49% |
| Bank of AmericaBAC | 0.49% | 2.09% | 0.49% |
| KLA Corp.KLAC | 0.37% | 0.44% | 0.37% |
| Sandisk Corp.SNDK | 0.35% | 0.34% | 0.34% |
| PALO ALTO NetworPANW | 0.33% | 0.63% | 0.33% |
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: VONE, SEC Form N-PORT, May 31, 2026; RECS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VONE | RECS |
|---|---|---|
| LPL Financial LLC | $25.8M | $939.1M |
| Ameriprise Financial Inc. | $282.8M | $643.1M |
| Morgan Stanley | $490.4M | $305.3M |
| Bank of America Corp. | $160.2M | $227.1M |
| Raymond James Financial Inc. | $108.7M | $254.4M |
| UBS Group AG | $230.2M | $37.4M |
| FMR LLC | $246.5M | $627K |
| Wells Fargo & Company | $75.7M | $124.6M |
| Stifel Financial Corp. | $175.8M | $15.3M |
| Citigroup Inc. | $155.5M | $10.3M |
| Commonwealth Equity Services, LLC | $8.7M | $156.2M |
| Bank of New York Mellon Corp | $163.6M | $271K |
| Osaic Holdings, Inc. | $5.7M | $141.9M |
| Cetera Investment Advisers | $33.7M | $64.0M |
| Envestnet Asset Management Inc. | $85.0M | $5.9M |
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: VONE institutional holders, RECS institutional holders.
Frequently asked questions
How much do VONE and RECS overlap?
36.8% by weight, with 339 holdings in common, using holdings for VONE as of May 31, 2026 and RECS as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both VONE and RECS?
71 Form 13F filers report positions in both, out of 524 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%.