VOOG vs BLCR overlap
190 institutions report holding both VOOG and BLCR.
VOOGBLCR
Pick 2 to 4 ETFs.
We don’t have holdings for BLCR. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
190
institutions report holding both, of 994 holding any
VOOG67.8% of its 13F dollars, 25.3% of its 750 holders
BLCR86.5% of its 13F dollars, 43.8% of its 434 holders
Largest institutions holding both
| Firm | VOOG | BLCR |
|---|---|---|
| Envestnet Asset Management Inc. | $214.3M | $2.1B |
| JPMorgan Chase & Co | $1.1B | $291.4M |
| LPL Financial LLC | $272.3M | $751.7M |
| Morgan Stanley | $432.7M | $231.1M |
| Bank of America Corp. | $383.6M | $124.5M |
| BlackRock, Inc. | $1.9M | $426.3M |
| UBS Group AG | $310.1M | $4K |
| MML Investors Services, LLC | $23.5M | $173.8M |
| Park Avenue Securities LLC | $8.9M | $185.6M |
| Cetera Investment Advisers | $37.9M | $133.2M |
| Raymond James Financial Inc. | $119.5M | $29.3M |
| Osaic Holdings, Inc. | $97.1M | $41.8M |
| Wells Fargo & Company | $134.9M | $105K |
| Janney Montgomery Scott LLC | $26.1M | $104.2M |
| Cambridge Investment Research Advisors, Inc. | $74.6M | $43.8M |
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: VOOG institutional holders, BLCR institutional holders.
Frequently asked questions
Do institutions hold both VOOG and BLCR?
190 Form 13F filers report positions in both, out of 994 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%.