VSMV vs STOX overlap
VSMV and STOX overlap 20.1% by weight, across 36 shared holdings.
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Top shared holdings
| Holding | VSMV | STOX | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 10.37% | 6.39% | 6.39% |
| Exxon Mobil Corp.XOM | 3.25% | 1.34% | 1.34% |
| Johnson&JohnsonJNJ | 3.99% | 1.29% | 1.29% |
| Walmart Inc.WMT | 3.50% | 1.08% | 1.08% |
| Costco WholesaleCOST | 2.79% | 0.98% | 0.98% |
| LAM ResearchLRCX | 6.69% | 0.78% | 0.78% |
| TJX COS Inc.TJX | 3.00% | 0.77% | 0.77% |
| Procter & GamblePG | 1.48% | 0.74% | 0.74% |
| KLA Corp.KLAC | 6.51% | 0.40% | 0.40% |
| Unitedhealth GRPUNH | 2.79% | 0.39% | 0.39% |
| Lockheed MartinLMT | 2.61% | 0.37% | 0.37% |
| T-Mobile US Inc.TMUS | 1.73% | 0.33% | 0.33% |
| Verizon CommunicVZ | 2.43% | 0.29% | 0.29% |
| Altria Group Inc.MO | 3.32% | 0.29% | 0.29% |
| Qualcomm Inc.QCOM | 4.41% | 0.29% | 0.29% |
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; STOX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VSMV | STOX |
|---|---|---|
| LPL Financial LLC | $4.0M | $15.4M |
| Cambridge Investment Research Advisors, Inc. | $544K | $15.5M |
| Goldman Sachs Group Inc. | $1.9M | $347K |
| Osaic Holdings, Inc. | $44K | $44K |
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, STOX institutional holders.
Frequently asked questions
How much do VSMV and STOX overlap?
20.1% by weight, with 36 holdings in common, using holdings for VSMV as of June 30, 2026 and STOX as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both VSMV and STOX?
4 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%.