VUG vs RSP overlap
VUG and RSP overlap 18.4% by weight, across 121 shared holdings.
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Top shared holdings
| Holding | VUG | RSP | Overlap |
|---|---|---|---|
| PALO ALTO NetworPANW | 0.78% | 0.24% | 0.24% |
| Booking HoldingsBKNG | 0.40% | 0.23% | 0.23% |
| Arista NetworksANET | 0.52% | 0.23% | 0.23% |
| Crowdstrike HO-aCRWD | 0.53% | 0.23% | 0.23% |
| Datadog Inc.-aDDOG | 0.26% | 0.23% | 0.23% |
| Mastercard Inc.-aMA | 1.13% | 0.23% | 0.23% |
| Microsoft Corp.MSFT | 7.61% | 0.23% | 0.23% |
| Fortinet Inc.FTNT | 0.28% | 0.23% | 0.23% |
| GE Vernova Inc.GEV | 0.89% | 0.22% | 0.22% |
| Amazon.COM Inc.AMZN | 4.47% | 0.22% | 0.22% |
| VISA Inc.-Class aV | 1.54% | 0.22% | 0.22% |
| Howmet AerospaceHWM | 0.31% | 0.22% | 0.22% |
| General ElectricGE | 0.55% | 0.22% | 0.22% |
| Western DigitalWDC | 0.62% | 0.21% | 0.21% |
| Welltower Inc.WELL | 0.46% | 0.21% | 0.21% |
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: VUG, SEC Form N-PORT, June 30, 2026; RSP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VUG | RSP |
|---|---|---|
| Bank of America Corp. | $28.8B | $5.2B |
| Jones Financial Companies LLLP | $18.1B | $108.0M |
| Morgan Stanley | $7.7B | $6.9B |
| Northwestern Mutual Wealth Management Co | $937.9M | $6.0B |
| Envestnet Asset Management Inc. | $5.0B | $416.7M |
| UBS Group AG | $3.1B | $1.7B |
| LPL Financial LLC | $2.9B | $1.4B |
| Wells Fargo & Company | $2.3B | $1.4B |
| Financial Engines Advisors L.L.C. | $3.3B | $742K |
| Raymond James Financial Inc. | $1.9B | $906.8M |
| Ameriprise Financial Inc. | $2.0B | $685.9M |
| Goldman Sachs Group Inc. | $611.7M | $1.7B |
| EP Wealth Advisors, LLC | $2.0B | $12.2M |
| Royal Bank of Canada | $1.2B | $827.2M |
| TIAA-CREF Individual & Institutional Services, LLC | $1.8B | $3.0M |
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: VUG institutional holders, RSP institutional holders.
Frequently asked questions
How much do VUG and RSP overlap?
18.4% by weight, with 121 holdings in common, using holdings for VUG as of June 30, 2026 and RSP as of July 31, 2026. The largest shared position is PANW.
Do institutions hold both VUG and RSP?
1,512 Form 13F filers report positions in both, out of 3,687 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%.