VTWV vs ISCG overlap
VTWV and ISCG overlap 16.9% by weight, across 338 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VTWV: May 31, 2026, ISCG: 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 | VTWV | ISCG | Overlap |
|---|---|---|---|
| HUT 8 Corp.HUT | 0.76% | 0.35% | 0.35% |
| Sanmina Corp.SANM | 0.47% | 0.31% | 0.31% |
| Cytokinetics Inc.CYTK | 0.55% | 0.31% | 0.31% |
| Cipher Digital ICIFR | 0.48% | 0.24% | 0.24% |
| Arcosa Inc.ACA | 0.27% | 0.23% | 0.23% |
| Praxis PrecisionPRAX | 0.51% | 0.21% | 0.21% |
| Enpro Inc.NPO | 0.35% | 0.21% | 0.21% |
| Ormat TechnologiORA | 0.52% | 0.18% | 0.18% |
| MaxlinearMXL | 0.41% | 0.17% | 0.17% |
| Mercury SystemsMRCY | 0.29% | 0.17% | 0.17% |
| American HealthcAHR | 0.35% | 0.17% | 0.17% |
| Applied DigitalAPLD | 0.17% | 0.22% | 0.17% |
| Caretrust REICTRE | 0.51% | 0.16% | 0.16% |
| CNX Resources CoCNX | 0.29% | 0.16% | 0.16% |
| Vishay IntertechVSH | 0.39% | 0.15% | 0.15% |
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: VTWV, SEC Form N-PORT, May 31, 2026; ISCG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VTWV | ISCG |
|---|---|---|
| Bank of America Corp. | $81.9M | $18.1M |
| Morgan Stanley | $56.2M | $17.2M |
| LPL Financial LLC | $23.0M | $45.3M |
| JPMorgan Chase & Co | $6.6M | $54.6M |
| Focus Partners Wealth | $260K | $59.8M |
| Osaic Holdings, Inc. | $11.6M | $36.3M |
| Pathstone Holdings, LLC | $40.0M | $2.0M |
| Northwestern Mutual Wealth Management Co | $1.3M | $36.7M |
| Ameriprise Financial Inc. | $13.4M | $20.7M |
| Cetera Investment Advisers | $6.3M | $26.9M |
| Wells Fargo & Company | $18.6M | $10.1M |
| Atria Investments, Inc | $279K | $20.7M |
| Equitable Holdings, Inc. | $19.3M | $1.4M |
| Raymond James Financial Inc. | $9.1M | $10.4M |
| UBS Group AG | $8.2M | $10.9M |
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: VTWV institutional holders, ISCG institutional holders.
Frequently asked questions
How much do VTWV and ISCG overlap?
16.9% by weight, with 338 holdings in common, using holdings for VTWV as of May 31, 2026 and ISCG as of July 31, 2026. The largest shared position is HUT.
Do institutions hold both VTWV and ISCG?
63 Form 13F filers report positions in both, out of 295 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%.