VSS vs BBAX overlap
VSS and BBAX overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: VSS, SEC Form N-PORT, July 31, 2026; BBAX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VSS | BBAX |
|---|---|---|
| JPMorgan Chase & Co | $21.5M | $5.2B |
| Bank of America Corp. | $54.1M | $594.4M |
| Jones Financial Companies LLLP | $443.4M | $30K |
| Bessemer Group Inc. | $255.6M | $63K |
| Assetmark, Inc. | $157.8M | $30K |
| Morgan Stanley | $118.3M | $21.3M |
| Creative Planning | $121.0M | $681K |
| Northwestern Mutual Wealth Management Co | $94.4M | $542K |
| UBS Group AG | $79.8M | $5.9M |
| LPL Financial LLC | $74.6M | $7.2M |
| Wells Fargo & Company | $63.5M | $4.3M |
| Envestnet Asset Management Inc. | $52.3M | $699K |
| Pathstone Holdings, LLC | $43.8M | $361K |
| Bank of Montreal | $43.7M | $35K |
| Mercer Global Advisors Inc. | $34.5M | $214K |
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: VSS institutional holders, BBAX institutional holders.
Frequently asked questions
How much do VSS and BBAX overlap?
0.0% by weight, with 0 holdings in common, using holdings for VSS as of July 31, 2026 and BBAX as of July 31, 2026.
Do institutions hold both VSS and BBAX?
94 Form 13F filers report positions in both, out of 770 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%.