VSOL vs FBDC overlap
1 institutions report holding both VSOL and FBDC.
VSOLFBDC
Pick 2 to 4 ETFs.
We don’t have holdings for VSOL. 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.
1
institutions report holding both, of 19 holding any
VSOL38.9% of its 13F dollars, 16.7% of its 6 holders
FBDC13.7% of its 13F dollars, 7.1% of its 14 holders
Largest institutions holding both
| Firm | VSOL | FBDC |
|---|---|---|
| Goldman Sachs Group Inc. | $2.9M | $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: VSOL institutional holders, FBDC institutional holders.
Frequently asked questions
Do institutions hold both VSOL and FBDC?
1 Form 13F filers report positions in both, out of 19 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%.