VTES vs NBSD overlap
VTES and NBSD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VTES: May 31, 2026, NBSD: July 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
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: VTES, SEC Form N-PORT, May 31, 2026; NBSD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VTES | NBSD |
|---|---|---|
| Morgan Stanley | $10.3M | $262.4M |
| Bank of America Corp. | $41.5M | $88.0M |
| Raymond James Financial Inc. | $17.0M | $98.7M |
| LPL Financial LLC | $9.8M | $103.9M |
| Integrated Wealth Concepts LLC | $3.4M | $35.3M |
| Wealth Enhancement Advisory Services, LLC | $9.2M | $15.1M |
| UBS Group AG | $6.3M | $16.1M |
| Osaic Holdings, Inc. | $6.7M | $12.8M |
| Wells Fargo & Company | $19.2M | $61K |
| Goldman Sachs Group Inc. | $16.0M | $2.2M |
| Jones Financial Companies LLLP | $9.6M | $6.4M |
| Commonwealth Equity Services, LLC | $8.5M | $7.3M |
| Cetera Investment Advisers | $12.2M | $646K |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $10.5M |
| Envestnet Asset Management Inc. | $10.2M | $636K |
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: VTES institutional holders, NBSD institutional holders.
Frequently asked questions
How much do VTES and NBSD overlap?
0.0% by weight, with 0 holdings in common, using holdings for VTES as of May 31, 2026 and NBSD as of July 31, 2026.
Do institutions hold both VTES and NBSD?
36 Form 13F filers report positions in both, out of 330 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%.