VSLU vs KAT overlap
VSLU and KAT overlap 13.6% by weight, across 16 shared holdings.
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Top shared holdings
| Holding | VSLU | KAT | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 6.14% | 4.18% | 4.18% |
| META Platforms-aMETA | 3.86% | 3.75% | 3.75% |
| VISA Inc.-Class aV | 2.98% | 4.38% | 2.98% |
| McKesson Corp.MCK | 0.41% | 4.14% | 0.41% |
| Union PAC Corp.UNP | 0.40% | 5.60% | 0.40% |
| Marsh & McLennanMRSH | 0.34% | 2.28% | 0.34% |
| AON PLC-Class aAON | 0.31% | 2.65% | 0.31% |
| Adobe Inc.ADBE | 0.31% | 2.66% | 0.31% |
| Lockheed MartinLMT | 0.20% | 1.66% | 0.20% |
| Unitedhealth GRPUNH | 0.20% | 2.93% | 0.20% |
| OTIS WorldwiOTIS | 0.17% | 3.29% | 0.17% |
| Chubb Ltd.CB | 0.11% | 4.21% | 0.11% |
| Zoetis Inc.ZTS | 0.11% | 2.54% | 0.11% |
| Agilent Tech Inc.A | 0.09% | 3.51% | 0.09% |
| Occidental PeteOXY | 0.04% | 5.50% | 0.04% |
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: VSLU, SEC Form N-PORT, June 30, 2026; KAT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VSLU | KAT |
|---|---|---|
| Morgan Stanley | $285K | $46.0M |
| JPMorgan Chase & Co | $24.1M | $11K |
| Cambridge Investment Research Advisors, Inc. | $201K | $17.9M |
| Quantinno Capital Management LP | $1.2M | $3.0M |
| LPL Financial LLC | $2.3M | $779K |
| UBS Group AG | $1.1M | $2K |
| MGO One Seven LLC | $457K | $418K |
| Jane Street Group, LLC | $302K | $358K |
| Osaic Holdings, Inc. | $32K | $4K |
| Assetmark, Inc. | $19K | $9K |
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: VSLU institutional holders, KAT institutional holders.
Frequently asked questions
How much do VSLU and KAT overlap?
13.6% by weight, with 16 holdings in common, using holdings for VSLU as of June 30, 2026 and KAT as of June 30, 2026. The largest shared position is MSFT.
Do institutions hold both VSLU and KAT?
10 Form 13F filers report positions in both, out of 84 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%.