XLE vs VNQ overlap
XLE and VNQ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: XLE, SEC Form N-PORT, June 30, 2026; VNQ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XLE | VNQ |
|---|---|---|
| Bank of America Corp. | $2.8B | $947.8M |
| Morgan Stanley | $1.5B | $896.0M |
| JPMorgan Chase & Co | $992.7M | $743.0M |
| Empower Advisory Group, LLC | $727K | $1.7B |
| Northwestern Mutual Wealth Management Co | $30.5M | $1.6B |
| Wells Fargo & Company | $903.1M | $384.7M |
| Creative Planning | $23.9M | $1.2B |
| Goldman Sachs Group Inc. | $986.2M | $170.3M |
| Wealthfront Advisers LLC | $128.1M | $980.1M |
| LPL Financial LLC | $808.6M | $224.8M |
| UBS Group AG | $617.1M | $145.3M |
| Envestnet Asset Management Inc. | $401.6M | $213.0M |
| Ameriprise Financial Inc. | $401.1M | $144.9M |
| US Bancorp | $43.2M | $485.1M |
| Royal Bank of Canada | $368.5M | $153.5M |
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: XLE institutional holders, VNQ institutional holders.
Frequently asked questions
How much do XLE and VNQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLE as of June 30, 2026 and VNQ as of July 31, 2026.
Do institutions hold both XLE and VNQ?
1,017 Form 13F filers report positions in both, out of 2,823 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%.