VSS vs SCHE overlap
VSS and SCHE overlap 0.0% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VSS: July 31, 2026, SCHE: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | VSS | SCHE | Overlap |
|---|---|---|---|
| Yangzijiang FINAYZJFH | 0.01% | 0.00% | 0.00% |
| LDR Turizm ASLIDER | 0.00% | 0.00% | 0.00% |
| HektasHEKTS | 0.00% | 0.00% | 0.00% |
| Zorlu Enerji ELEZOREN | 0.00% | 0.00% | 0.00% |
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; SCHE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VSS | SCHE |
|---|---|---|
| Creative Planning | $121.0M | $764.6M |
| Empower Advisory Group, LLC | $777.8M | $1.6M |
| Jones Financial Companies LLLP | $443.4M | $84.1M |
| HighTower Advisors, LLC | $30.0M | $343.6M |
| Natixis Advisors, LLC | $275.4M | $4.4M |
| Bessemer Group Inc. | $255.6M | $1.3M |
| Northwestern Mutual Wealth Management Co | $94.4M | $115.2M |
| Morgan Stanley | $118.3M | $83.0M |
| Assetmark, Inc. | $157.8M | $140K |
| Bank of New York Mellon Corp | $122.2M | $8.3M |
| US Bancorp | $592K | $123.8M |
| Wells Fargo & Company | $63.5M | $54.0M |
| SageView Advisory Group, LLC | $400K | $114.9M |
| UBS Group AG | $79.8M | $32.4M |
| Envestnet Asset Management Inc. | $52.3M | $56.7M |
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, SCHE institutional holders.
Frequently asked questions
How much do VSS and SCHE overlap?
0.0% by weight, with 4 holdings in common, using holdings for VSS as of July 31, 2026 and SCHE as of May 31, 2026. The largest shared position is YZJFH.
Do institutions hold both VSS and SCHE?
373 Form 13F filers report positions in both, out of 1,244 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%.