VOTE vs RAAX overlap
VOTE and RAAX overlap 6.7% by weight, across 52 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VOTE | RAAX | Overlap |
|---|---|---|---|
| Caterpillar Inc.CAT | 0.58% | 0.67% | 0.58% |
| Exxon Mobil Corp.XOM | 1.00% | 0.47% | 0.47% |
| GE Vernova Inc.GEV | 0.41% | 0.54% | 0.41% |
| General ElectricGE | 0.58% | 0.31% | 0.31% |
| RTX Corp.RTX | 0.44% | 0.26% | 0.26% |
| Welltower Inc.WELL | 0.26% | 0.59% | 0.26% |
| Chevron Corp.CVX | 0.56% | 0.24% | 0.24% |
| Deere & CoDE | 0.23% | 0.30% | 0.23% |
| Parker HannifinPH | 0.18% | 0.64% | 0.18% |
| Howmet AerospaceHWM | 0.17% | 0.64% | 0.17% |
| Trane TechnologiTT | 0.16% | 0.66% | 0.16% |
| Newmont Corp.NEM | 0.15% | 0.58% | 0.15% |
| Quanta ServicesPWR | 0.15% | 1.24% | 0.15% |
| CSX Corp.CSX | 0.14% | 0.90% | 0.14% |
| Valero EnergyVLO | 0.14% | 0.51% | 0.14% |
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: VOTE, SEC Form N-PORT, July 31, 2026; RAAX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VOTE | RAAX |
|---|---|---|
| LPL Financial LLC | $2.4M | $179.6M |
| Betterment LLC | $142.9M | $231K |
| Raymond James Financial Inc. | $243K | $32.0M |
| Northwestern Mutual Wealth Management Co | $75K | $24.8M |
| JPMorgan Chase & Co | $24.7M | $15K |
| Assetmark, Inc. | $13K | $22.4M |
| Commonwealth Equity Services, LLC | $446K | $18.2M |
| Cambridge Investment Research Advisors, Inc. | $11.4M | $4.3M |
| Osaic Holdings, Inc. | $1.4M | $12.7M |
| Morgan Stanley | $12.5M | $20K |
| Royal Bank of Canada | $80K | $9.6M |
| Kestra Advisory Services, LLC | $1.7M | $1.8M |
| Rockefeller Capital Management L.P. | $982K | $1.1M |
| Etesian Wealth Advisors, Inc. | $1.2M | $293K |
| Integrated Wealth Concepts LLC | $128K | $648K |
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: VOTE institutional holders, RAAX institutional holders.
Frequently asked questions
How much do VOTE and RAAX overlap?
6.7% by weight, with 52 holdings in common, using holdings for VOTE as of July 31, 2026 and RAAX as of June 30, 2026. The largest shared position is CAT.
Do institutions hold both VOTE and RAAX?
25 Form 13F filers report positions in both, out of 256 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%.