VTHR vs KNG overlap
VTHR and KNG overlap 9.5% by weight, across 68 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VTHR: May 31, 2026, KNG: 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 | KNG | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 0.85% | 1.39% | 0.85% |
| Johnson&JohnsonJNJ | 0.75% | 1.50% | 0.75% |
| Walmart Inc.WMT | 0.69% | 1.40% | 0.69% |
| Caterpillar Inc.CAT | 0.56% | 1.35% | 0.56% |
| Abbvie Inc.ABBV | 0.53% | 1.62% | 0.53% |
| Chevron Corp.CVX | 0.47% | 1.40% | 0.47% |
| Procter & GamblePG | 0.46% | 1.33% | 0.46% |
| Coca-Cola Co/theKO | 0.42% | 1.55% | 0.42% |
| IBMIBM | 0.38% | 1.49% | 0.38% |
| Linde PLCLIN | 0.32% | 1.29% | 0.32% |
| McDonalds Corp.MCD | 0.28% | 1.41% | 0.28% |
| Pepsico Inc.PEP | 0.27% | 1.41% | 0.27% |
| Nextera EnergyNEE | 0.25% | 1.34% | 0.25% |
| Abbott LabsABT | 0.20% | 1.51% | 0.20% |
| S&P Global Inc.SPGI | 0.18% | 1.32% | 0.18% |
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; KNG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VTHR | KNG |
|---|---|---|
| Morgan Stanley | $206.2M | $248.0M |
| LPL Financial LLC | $26.5M | $279.4M |
| UBS Group AG | $77.4M | $100.3M |
| Wells Fargo & Company | $5.0M | $156.6M |
| Raymond James Financial Inc. | $37.8M | $109.4M |
| Envestnet Asset Management Inc. | $16.2M | $67.9M |
| Focus Partners Wealth | $74.0M | $3.1M |
| Cetera Investment Advisers | $8.6M | $53.4M |
| Truist Financial Corp. | $606K | $60.4M |
| Royal Bank of Canada | $2.8M | $57.3M |
| Janney Montgomery Scott LLC | $548K | $35.4M |
| Cambridge Investment Research Advisors, Inc. | $7.7M | $25.1M |
| Osaic Holdings, Inc. | $1.8M | $27.6M |
| HighTower Advisors, LLC | $23.4M | $4.9M |
| MML Investors Services, LLC | $19.0M | $8.4M |
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, KNG institutional holders.
Frequently asked questions
How much do VTHR and KNG overlap?
9.5% by weight, with 68 holdings in common, using holdings for VTHR as of May 31, 2026 and KNG as of July 31, 2026. The largest shared position is XOM.
Do institutions hold both VTHR and KNG?
81 Form 13F filers report positions in both, out of 475 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%.