VXX vs VFVA overlap
9 institutions report holding both VXX and VFVA.
VXXVFVA
Pick 2 to 4 ETFs.
We don’t have holdings for VXX. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
9
institutions report holding both, of 155 holding any
VXX9.5% of its 13F dollars, 12.7% of its 71 holders
VFVA0.7% of its 13F dollars, 9.7% of its 93 holders
Largest institutions holding both
| Firm | VXX | VFVA |
|---|---|---|
| UBS Group AG | $26.8M | $1.5M |
| National Bank of Canada | $2.4M | $155K |
| Morgan Stanley | $1.9M | $129K |
| Envestnet Asset Management Inc. | $1.7M | $204K |
| JPMorgan Chase & Co | $1.6M | $105K |
| CIBC World Market Inc. | $1.1M | $401K |
| Summit Financial, LLC | $349K | $204K |
| DHJJ Financial Advisors, Ltd. | $2K | $4K |
| Northwestern Mutual Wealth Management Co | $44 | $148 |
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: VXX institutional holders, VFVA institutional holders.
Frequently asked questions
Do institutions hold both VXX and VFVA?
9 Form 13F filers report positions in both, out of 155 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%.