VSMV vs IVVM overlap
5 institutions report holding both VSMV and IVVM.
VSMVIVVM
Pick 2 to 4 ETFs.
We don’t have holdings for IVVM. 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.
5
institutions report holding both, of 64 holding any
VSMV10.9% of its 13F dollars, 15.6% of its 32 holders
IVVM12.2% of its 13F dollars, 13.5% of its 37 holders
Largest institutions holding both
| Firm | VSMV | IVVM |
|---|---|---|
| Raymond James Financial Inc. | $3.5M | $8.3M |
| LPL Financial LLC | $4.0M | $4.2M |
| Royal Bank of Canada | $5.7M | $67K |
| Susquehanna International Group, LLP | $824K | $1.8M |
| Osaic Holdings, Inc. | $44K | $1.0M |
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: VSMV institutional holders, IVVM institutional holders.
Frequently asked questions
Do institutions hold both VSMV and IVVM?
5 Form 13F filers report positions in both, out of 64 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%.