VSDB vs JSCP overlap
VSDB and JSCP overlap 6.6% by weight, across 146 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VSDB | JSCP | Overlap |
|---|---|---|---|
| US Treasury N/B | 1.23% | 0.92% | 0.92% |
| US Treasury N/BT | 0.59% | 2.76% | 0.59% |
| US Treasury N/BT | 0.32% | 0.47% | 0.32% |
| Oracle Corp.ORCL | 0.31% | 0.29% | 0.29% |
| Goldman Sachs GP | 0.19% | 0.19% | 0.19% |
| Goldman Sachs GPGS | 0.25% | 0.19% | 0.19% |
| Morgan StanleyMS | 0.30% | 0.17% | 0.17% |
| American Express | 0.17% | 0.21% | 0.17% |
| Capital One FINLCOF | 0.23% | 0.15% | 0.15% |
| HSBC Holdings | 0.33% | 0.13% | 0.13% |
| Equinix EU 2 FIN | 0.12% | 0.15% | 0.12% |
| UBS Group | 0.25% | 0.11% | 0.11% |
| Capital One FINL | 0.23% | 0.11% | 0.11% |
| Foundry JV Holdc | 0.11% | 0.12% | 0.11% |
| BPCE | 0.10% | 0.13% | 0.10% |
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: VSDB, SEC Form N-PORT, June 30, 2026; JSCP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VSDB | JSCP |
|---|---|---|
| CGN Advisors LLC | $7.2M | $21.0M |
| TD Capital Management LLC | $6.2M | $17.6M |
| Integrated Wealth Concepts LLC | $5.2M | $16.3M |
| Osaic Holdings, Inc. | $63K | $8.2M |
| Commonwealth Equity Services, LLC | $2.0M | $6.0M |
| Wealth Enhancement Advisory Services, LLC | $942K | $6.8M |
| LPL Financial LLC | $844K | $4.6M |
| Sanctuary Advisors, LLC | $1.6M | $1.4M |
| Barnes Pettey Financial Advisors, LLC | $992K | $1.7M |
| Farther Finance Advisors, LLC | $332K | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $638K | $1.2M |
| MML Investors Services, LLC | $261K | $1.3M |
| Citadel Advisors LLC | $908K | $583K |
| Kestra Advisory Services, LLC | $523K | $648K |
| Envestnet Asset Management Inc. | $306K | $840K |
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: VSDB institutional holders, JSCP institutional holders.
Frequently asked questions
How much do VSDB and JSCP overlap?
6.6% by weight, with 146 holdings in common, using holdings for VSDB as of June 30, 2026 and JSCP as of May 31, 2026. The largest shared position is US TREASURY N/B.
Do institutions hold both VSDB and JSCP?
20 Form 13F filers report positions in both, out of 158 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%.