VOT vs IWO overlap
VOT and IWO 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: VOT, SEC Form N-PORT, June 30, 2026; IWO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VOT | IWO |
|---|---|---|
| Bank of America Corp. | $649.6M | $1.4B |
| Morgan Stanley | $939.5M | $917.3M |
| Wells Fargo & Company | $504.4M | $277.7M |
| Assetmark, Inc. | $658.7M | $5.6M |
| Envestnet Asset Management Inc. | $222.9M | $425.6M |
| PNC Financial Services Group, Inc. | $338.2M | $233.5M |
| UBS Group AG | $355.4M | $201.4M |
| EP Wealth Advisors, LLC | $536.9M | $10.3M |
| LPL Financial LLC | $280.3M | $235.8M |
| Royal Bank of Canada | $366.2M | $129.6M |
| Cassaday & Co Wealth Management LLC | $31.8M | $373.1M |
| Goldman Sachs Group Inc. | $10.2M | $380.5M |
| Jones Financial Companies LLLP | $328.7M | $61.1M |
| TIAA-CREF Individual & Institutional Services, LLC | $152.3M | $215.3M |
| Raymond James Financial Inc. | $173.0M | $171.0M |
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: VOT institutional holders, IWO institutional holders.
Frequently asked questions
How much do VOT and IWO overlap?
0.0% by weight, with 0 holdings in common, using holdings for VOT as of June 30, 2026 and IWO as of June 30, 2026.
Do institutions hold both VOT and IWO?
565 Form 13F filers report positions in both, out of 1,639 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%.