VTEC vs EVSD overlap
25 institutions report holding both VTEC and EVSD.
VTECEVSD
Pick 2 to 4 ETFs.
We don’t have holdings for EVSD. 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.
25
institutions report holding both, of 273 holding any
VTEC14.1% of its 13F dollars, 11.8% of its 212 holders
EVSD67.0% of its 13F dollars, 29.1% of its 86 holders
Largest institutions holding both
| Firm | VTEC | EVSD |
|---|---|---|
| Morgan Stanley | $22.1M | $451.6M |
| LPL Financial LLC | $19.1M | $74.2M |
| Bank of America Corp. | $42.3M | $3.6M |
| Raymond James Financial Inc. | $2.9M | $29.3M |
| Cetera Investment Advisers | $26.5M | $3.5M |
| Envestnet Asset Management Inc. | $1.2M | $19.8M |
| D.A. Davidson & Co. | $352K | $20.2M |
| HighTower Advisors, LLC | $255K | $12.5M |
| Commonwealth Equity Services, LLC | $2.7M | $5.8M |
| Royal Bank of Canada | $1.1M | $6.9M |
| Osaic Holdings, Inc. | $3.7M | $4.3M |
| Cambridge Investment Research Advisors, Inc. | $524K | $7.0M |
| PFG Advisors | $4.9M | $330K |
| Assetmark, Inc. | $4K | $3.3M |
| Savvy Advisors, Inc. | $1.5M | $845K |
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: VTEC institutional holders, EVSD institutional holders.
Frequently asked questions
Do institutions hold both VTEC and EVSD?
25 Form 13F filers report positions in both, out of 273 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%.