VOT vs SPSM overlap
VOT and SPSM 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; SPSM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VOT | SPSM |
|---|---|---|
| LPL Financial LLC | $280.3M | $1.5B |
| Morgan Stanley | $939.5M | $439.1M |
| Bank of America Corp. | $649.6M | $700.5M |
| Betterment LLC | $25.9M | $1.1B |
| Financial Engines Advisors L.L.C. | $4.9M | $1.1B |
| Assetmark, Inc. | $658.7M | $71.5M |
| Envestnet Asset Management Inc. | $222.9M | $367.2M |
| Wells Fargo & Company | $504.4M | $54.9M |
| EP Wealth Advisors, LLC | $536.9M | $3.2M |
| UBS Group AG | $355.4M | $143.2M |
| PNC Financial Services Group, Inc. | $338.2M | $113.1M |
| Royal Bank of Canada | $366.2M | $41.1M |
| Vantagepoint Investment Advisers LLC | $319.4M | $70.5M |
| Northwestern Mutual Wealth Management Co | $277.4M | $95.5M |
| Ameriprise Financial Inc. | $108.2M | $251.5M |
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, SPSM institutional holders.
Frequently asked questions
How much do VOT and SPSM overlap?
0.0% by weight, with 0 holdings in common, using holdings for VOT as of June 30, 2026 and SPSM as of June 30, 2026.
Do institutions hold both VOT and SPSM?
485 Form 13F filers report positions in both, out of 1,665 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%.