VXF vs ESGU overlap
VXF and ESGU overlap 1.8% by weight, across 17 shared holdings.
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Top shared holdings
| Holding | VXF | ESGU | Overlap |
|---|---|---|---|
| Cheniere EnergyLNG | 0.59% | 0.20% | 0.20% |
| Rocket Lab Corp.RKLB | 0.61% | 0.18% | 0.18% |
| Bloom Energy C-aBE | 0.93% | 0.18% | 0.18% |
| Twilio Inc. - aTWLO | 0.37% | 0.16% | 0.16% |
| OKTA Inc.OKTA | 0.27% | 0.13% | 0.13% |
| Snowflake Inc.SNOW | 1.03% | 0.13% | 0.13% |
| Cloudflare Inc.-aNET | 0.92% | 0.11% | 0.11% |
| Royalty Pharma-aRPRX | 0.26% | 0.11% | 0.11% |
| Rivian Automot-aRIVN | 0.17% | 0.09% | 0.09% |
| Mongodb Inc.MDB | 0.32% | 0.09% | 0.09% |
| CNH Industrial NCNH | 0.12% | 0.08% | 0.08% |
| Alnylam PharmaceALNY | 0.47% | 0.08% | 0.08% |
| Hubspot Inc.HUBS | 0.11% | 0.08% | 0.08% |
| Ferguson EnterprFERG | 0.54% | 0.08% | 0.08% |
| Flutter Enter-DIFLUT | 0.21% | 0.07% | 0.07% |
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: VXF, SEC Form N-PORT, June 30, 2026; ESGU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VXF | ESGU |
|---|---|---|
| Bank of America Corp. | $567.3M | $2.2B |
| JPMorgan Chase & Co | $16.9M | $1.9B |
| Morgan Stanley | $1.1B | $438.3M |
| Envestnet Asset Management Inc. | $1.1B | $337.8M |
| Wealthfront Advisers LLC | $849.5M | $449.8M |
| Northern Trust Corp. | $9.2M | $914.3M |
| TIAA Wealth Investment Management LLC | $28K | $763.5M |
| Goldman Sachs Group Inc. | $47.1M | $640.7M |
| Betterment LLC | $3.0M | $664.3M |
| Mercer Global Advisors Inc. | $451.4M | $51.5M |
| LPL Financial LLC | $262.2M | $211.4M |
| Wells Fargo & Company | $202.6M | $209.5M |
| BlackRock, Inc. | $27.1M | $383.5M |
| Fifth Third Bancorp | $345.5M | $1.6M |
| Royal Bank of Canada | $261.6M | $84.2M |
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: VXF institutional holders, ESGU institutional holders.
Frequently asked questions
How much do VXF and ESGU overlap?
1.8% by weight, with 17 holdings in common, using holdings for VXF as of June 30, 2026 and ESGU as of May 31, 2026. The largest shared position is LNG.
Do institutions hold both VXF and ESGU?
429 Form 13F filers report positions in both, out of 1,502 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%.