VTHR vs JMOM overlap
VTHR and JMOM overlap 41.5% by weight, across 289 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VTHR: May 31, 2026, JMOM: 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 | JMOM | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 2.84% | 2.09% | 2.09% |
| Apple Inc.AAPL | 6.20% | 2.05% | 2.05% |
| Alphabet Inc.-aGOOGL | 3.05% | 2.03% | 2.03% |
| Nvidia Corp.NVDA | 6.81% | 2.00% | 2.00% |
| Microsoft Corp.MSFT | 4.60% | 1.98% | 1.98% |
| META Platforms-aMETA | 1.90% | 1.56% | 1.56% |
| Micron TechMU | 1.50% | 1.72% | 1.50% |
| ADV Micro DeviceAMD | 1.15% | 1.91% | 1.15% |
| ELI Lilly & CoLLY | 1.22% | 0.91% | 0.91% |
| Johnson&JohnsonJNJ | 0.75% | 1.89% | 0.75% |
| Intel Corp.INTC | 0.70% | 1.22% | 0.70% |
| Walmart Inc.WMT | 0.69% | 1.26% | 0.69% |
| Amazon.COM Inc.AMZN | 3.58% | 0.63% | 0.63% |
| Costco WholesaleCOST | 0.58% | 1.18% | 0.58% |
| Exxon Mobil Corp.XOM | 0.85% | 0.57% | 0.57% |
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; JMOM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VTHR | JMOM |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $7.8M | $809.0M |
| Ameriprise Financial Inc. | $209.7M | $210K |
| Morgan Stanley | $206.2M | $440K |
| LPL Financial LLC | $26.5M | $71.7M |
| UBS Group AG | $77.4M | $32K |
| JPMorgan Chase & Co | $12.0M | $65.0M |
| Raymond James Financial Inc. | $37.8M | $2.8M |
| AQR Capital Management LLC | $34.6M | $2.6M |
| EP Wealth Advisors, LLC | $474K | $33.0M |
| Cerity Partners LLC | $32.4M | $622K |
| HighTower Advisors, LLC | $23.4M | $2.9M |
| Bank of America Corp. | $17.0M | $4.6M |
| MML Investors Services, LLC | $19.0M | $283K |
| NewEdge Advisors, LLC | $17.8M | $765K |
| Envestnet Asset Management Inc. | $16.2M | $1.9M |
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, JMOM institutional holders.
Frequently asked questions
How much do VTHR and JMOM overlap?
41.5% by weight, with 289 holdings in common, using holdings for VTHR as of May 31, 2026 and JMOM as of July 31, 2026. The largest shared position is AVGO.
Do institutions hold both VTHR and JMOM?
49 Form 13F filers report positions in both, out of 358 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%.