VUSI vs TABD overlap

VUSI and TABD overlap 1.3% by weight, across 6 shared holdings.

VUSITABD

Pick 2 to 4 ETFs.

1.3%

overlap by weight, across 6 shared holdings

VUSI1.5% of the fund is in shared holdings, of 285

TABD2.1% of the fund is in shared holdings, of 395

Top shared holdings

Holding	VUSI	TABD	Overlap
US Treasury N/B	0.90%	1.04%	0.90%
Public Service	0.14%	0.30%	0.14%
Clydesdale AcquiNOVHOL	0.11%	0.22%	0.11%
JPMorgan Chase	0.16%	0.11%	0.11%
Morgan StanleyMS	0.04%	0.42%	0.04%
Starwood PROP TRSTWD	0.11%	0.03%	0.03%

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: VUSI, SEC Form N-PORT, June 30, 2026; TABD, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 10 holding any

VUSI0.5% of its 13F dollars, 40.0% of its 5 holders

TABD25.4% of its 13F dollars, 28.6% of its 7 holders

Largest institutions holding both

Firm	VUSI	TABD
Goldman Sachs Group Inc.	$267K	$30.6M
Jane Street Group, LLC	$389K	$992K

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: VUSI institutional holders, TABD institutional holders.

Frequently asked questions

How much do VUSI and TABD overlap?

1.3% by weight, with 6 holdings in common, using holdings for VUSI as of June 30, 2026 and TABD as of June 30, 2026. The largest shared position is US TREASURY N/B.

Do institutions hold both VUSI and TABD?

2 Form 13F filers report positions in both, out of 10 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%.