VTEC vs MTBA overlap
VTEC and MTBA 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: VTEC, SEC Form N-PORT, May 31, 2026; MTBA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VTEC | MTBA |
|---|---|---|
| Envestnet Asset Management Inc. | $1.2M | $110.4M |
| MML Investors Services, LLC | $636K | $95.1M |
| Wells Fargo & Company | $52 | $79.9M |
| LPL Financial LLC | $19.1M | $26.7M |
| Bank of America Corp. | $42.3M | $230K |
| Tortoise Investment Management, LLC | $243K | $25.9M |
| Aprio Wealth Management, LLC | $480K | $23.8M |
| Morgan Stanley | $22.1M | $1.1M |
| Royal Bank of Canada | $1.1M | $12.2M |
| Commonwealth Equity Services, LLC | $2.7M | $9.8M |
| JPMorgan Chase & Co | $2.2M | $8.8M |
| Sanctuary Advisors, LLC | $754K | $9.6M |
| Corient Private Wealth LP | $9.2M | $620K |
| Wealth Enhancement Advisory Services, LLC | $2.1M | $7.4M |
| Jones Financial Companies LLLP | $8.6M | $16K |
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, MTBA institutional holders.
Frequently asked questions
How much do VTEC and MTBA overlap?
0.0% by weight, with 0 holdings in common, using holdings for VTEC as of May 31, 2026 and MTBA as of June 30, 2026.
Do institutions hold both VTEC and MTBA?
36 Form 13F filers report positions in both, out of 327 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%.