VTHR vs ILCG overlap
VTHR and ILCG overlap 61.6% by weight, across 320 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VTHR: May 31, 2026, ILCG: 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
| Holding | VTHR | ILCG | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 6.81% | 14.99% | 6.81% |
| Apple Inc.AAPL | 6.20% | 7.22% | 6.20% |
| Amazon.COM Inc.AMZN | 3.58% | 4.67% | 3.58% |
| Alphabet Inc.-aGOOGL | 3.05% | 3.77% | 3.05% |
| Broadcom Inc.AVGO | 2.84% | 5.77% | 2.84% |
| Microsoft Corp.MSFT | 4.60% | 2.70% | 2.70% |
| Alphabet Inc.-CGOOG | 2.46% | 3.04% | 2.46% |
| Tesla Inc.TSLA | 1.69% | 1.73% | 1.69% |
| Micron TechMU | 1.50% | 1.62% | 1.50% |
| META Platforms-aMETA | 1.90% | 1.41% | 1.41% |
| ELI Lilly & CoLLY | 1.22% | 2.93% | 1.22% |
| ADV Micro DeviceAMD | 1.15% | 2.47% | 1.15% |
| VISA Inc.-Class aV | 0.76% | 0.96% | 0.76% |
| Intel Corp.INTC | 0.70% | 1.25% | 0.70% |
| Walmart Inc.WMT | 0.69% | 0.61% | 0.61% |
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: VTHR, SEC Form N-PORT, May 31, 2026; ILCG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VTHR | ILCG |
|---|---|---|
| Morgan Stanley | $206.2M | $129.9M |
| Ameriprise Financial Inc. | $209.7M | $78.9M |
| LPL Financial LLC | $26.5M | $147.2M |
| Envestnet Asset Management Inc. | $16.2M | $119.6M |
| UBS Group AG | $77.4M | $24.4M |
| Goldman Sachs Group Inc. | $92.8M | $491K |
| Cetera Investment Advisers | $8.6M | $81.3M |
| Wells Fargo & Company | $5.0M | $84.8M |
| Raymond James Financial Inc. | $37.8M | $43.6M |
| Focus Partners Wealth | $74.0M | $1.1M |
| Bank of America Corp. | $17.0M | $48.6M |
| JPMorgan Chase & Co | $12.0M | $52.3M |
| MML Investors Services, LLC | $19.0M | $33.7M |
| Wealthspire Advisors, LLC | $1.1M | $46.3M |
| Commonwealth Equity Services, LLC | $4.7M | $36.6M |
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: VTHR institutional holders, ILCG institutional holders.
Frequently asked questions
How much do VTHR and ILCG overlap?
61.6% by weight, with 320 holdings in common, using holdings for VTHR as of May 31, 2026 and ILCG as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both VTHR and ILCG?
92 Form 13F filers report positions in both, out of 506 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%.