VTWV vs JHSC overlap
VTWV and JHSC overlap 27.6% by weight, across 178 shared holdings.
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Top shared holdings
| Holding | VTWV | JHSC | Overlap |
|---|---|---|---|
| Sanmina Corp.SANM | 0.47% | 0.54% | 0.47% |
| HUT 8 Corp.HUT | 0.76% | 0.46% | 0.46% |
| Viasat Inc.VSAT | 0.62% | 0.45% | 0.45% |
| RIOT Platforms IRIOT | 0.59% | 0.42% | 0.42% |
| Cytokinetics Inc.CYTK | 0.55% | 0.41% | 0.41% |
| Commercial MetalCMC | 0.53% | 0.37% | 0.37% |
| Jackson FI-aJXN | 0.43% | 0.36% | 0.36% |
| EnersysENS | 0.49% | 0.35% | 0.35% |
| Taylor MorrisonTMHC | 0.35% | 0.36% | 0.35% |
| SM Energy CoSM | 0.47% | 0.35% | 0.35% |
| United BankshsUBSI | 0.38% | 0.34% | 0.34% |
| KITE Realty GROUKRG | 0.37% | 0.34% | 0.34% |
| Terreno Realty CTRNO | 0.42% | 0.34% | 0.34% |
| Fluor Corp.FLR | 0.46% | 0.33% | 0.33% |
| GATX Corp.GATX | 0.35% | 0.33% | 0.33% |
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; JHSC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VTWV | JHSC |
|---|---|---|
| Bank of America Corp. | $81.9M | $101.1M |
| Morgan Stanley | $56.2M | $21.9M |
| Ameriprise Financial Inc. | $13.4M | $39.7M |
| LPL Financial LLC | $23.0M | $26.8M |
| Wells Fargo & Company | $18.6M | $21.3M |
| UBS Group AG | $8.2M | $10.3M |
| Rockefeller Capital Management L.P. | $16.9M | $1.6M |
| Cetera Investment Advisers | $6.3M | $9.9M |
| Raymond James Financial Inc. | $9.1M | $6.2M |
| Commonwealth Equity Services, LLC | $2.3M | $10.7M |
| Osaic Holdings, Inc. | $11.6M | $922K |
| Jones Financial Companies LLLP | $668K | $11.1M |
| Envestnet Asset Management Inc. | $3.9M | $6.0M |
| HighTower Advisors, LLC | $3.3M | $5.0M |
| Northwestern Mutual Wealth Management Co | $1.3M | $6.5M |
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, JHSC institutional holders.
Frequently asked questions
How much do VTWV and JHSC overlap?
27.6% by weight, with 178 holdings in common, using holdings for VTWV as of May 31, 2026 and JHSC as of June 30, 2026. The largest shared position is SANM.
Do institutions hold both VTWV and JHSC?
39 Form 13F filers report positions in both, out of 240 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%.