VSMV vs MBOX overlap

VSMV and MBOX overlap 13.9% by weight, across 7 shared holdings.

VSMVMBOX

Pick 2 to 4 ETFs.

13.9%

overlap by weight, across 7 shared holdings

VSMV23.1% of the fund is in shared holdings, of 61

MBOX15.6% of the fund is in shared holdings, of 39

Top shared holdings

Holding	VSMV	MBOX	Overlap
KLA Corp.KLAC	6.51%	3.11%	3.11%
Unitedhealth GRPUNH	2.79%	2.58%	2.58%
Exxon Mobil Corp.XOM	3.25%	2.12%	2.12%
Altria Group Inc.MO	3.32%	2.01%	2.01%
Qualcomm Inc.QCOM	4.41%	1.96%	1.96%
Verizon CommunicVZ	2.43%	1.72%	1.72%
Travelers COS inTRV	0.44%	2.08%	0.44%

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: VSMV, SEC Form N-PORT, June 30, 2026; MBOX, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 40 holding any

VSMV11.3% of its 13F dollars, 9.4% of its 32 holders

MBOX0.3% of its 13F dollars, 27.3% of its 11 holders

Largest institutions holding both

Firm	VSMV	MBOX
Morgan Stanley	$8.8M	$56K
Royal Bank of Canada	$5.7M	$331K
UBS Group AG	$70K	$20K

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, MBOX institutional holders.

Frequently asked questions

How much do VSMV and MBOX overlap?

13.9% by weight, with 7 holdings in common, using holdings for VSMV as of June 30, 2026 and MBOX as of June 30, 2026. The largest shared position is KLAC.

Do institutions hold both VSMV and MBOX?

3 Form 13F filers report positions in both, out of 40 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%.