WELD vs VABS overlap
2 institutions report holding both WELD and VABS.
WELDVABS
Pick 2 to 4 ETFs.
We don’t have holdings for WELD. 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.
2
institutions report holding both, of 62 holding any
WELD0.2% of its 13F dollars, 4.1% of its 49 holders
VABS0.8% of its 13F dollars, 13.3% of its 15 holders
Largest institutions holding both
| Firm | WELD | VABS |
|---|---|---|
| Envestnet Asset Management Inc. | $250K | $888K |
| Osaic Holdings, Inc. | $7K | $10K |
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: WELD institutional holders, VABS institutional holders.
Frequently asked questions
Do institutions hold both WELD and VABS?
2 Form 13F filers report positions in both, out of 62 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%.