VRIG vs FALN overlap
VRIG and FALN 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: VRIG, SEC Form N-PORT, July 31, 2026; FALN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VRIG | FALN |
|---|---|---|
| Invesco Ltd. | $338.5M | $2.8M |
| LPL Financial LLC | $156.6M | $56.5M |
| Morgan Stanley | $87.7M | $125.0M |
| Bank of America Corp. | $506K | $200.0M |
| Assetmark, Inc. | $78.7M | $4.1M |
| Cambridge Investment Research Advisors, Inc. | $10.0M | $37.0M |
| Bank of New York Mellon Corp | $44.7M | $315K |
| Cetera Investment Advisers | $24.5M | $14.5M |
| Allworth Financial LP | $50K | $35.0M |
| Osaic Holdings, Inc. | $25.2M | $6.8M |
| Raymond James Financial Inc. | $23.9M | $4.0M |
| Envestnet Asset Management Inc. | $17.0M | $10.9M |
| Commonwealth Equity Services, LLC | $11.9M | $11.6M |
| Stifel Financial Corp. | $21.0M | $1.1M |
| Equitable Holdings, Inc. | $16.2M | $1.2M |
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: VRIG institutional holders, FALN institutional holders.
Frequently asked questions
How much do VRIG and FALN overlap?
0.0% by weight, with 0 holdings in common, using holdings for VRIG as of July 31, 2026 and FALN as of July 31, 2026.
Do institutions hold both VRIG and FALN?
84 Form 13F filers report positions in both, out of 380 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%.