VRTL vs GEVG overlap
7 institutions report holding both VRTL and GEVG.
VRTLGEVG
Pick 2 to 4 ETFs.
We don’t have holdings for GEVG. 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.
7
institutions report holding both, of 17 holding any
VRTL50.0% of its 13F dollars, 50.0% of its 14 holders
GEVG77.7% of its 13F dollars, 70.0% of its 10 holders
Largest institutions holding both
| Firm | VRTL | GEVG |
|---|---|---|
| Susquehanna International Group, LLP | $273K | $1.7M |
| Optiver Holding B.V. | $901K | $753K |
| Belvedere Trading LLC | $248K | $4K |
| Simplex Trading, LLC | $92K | $18K |
| SBI Securities Co., Ltd. | $79K | $2K |
| Group One Trading LLC | $9K | $7K |
| IFP Advisors, Inc | $417 | $1K |
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: VRTL institutional holders, GEVG institutional holders.
Frequently asked questions
Do institutions hold both VRTL and GEVG?
7 Form 13F filers report positions in both, out of 17 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%.