XLRE vs VFH overlap
XLRE and VFH 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: XLRE, SEC Form N-PORT, June 30, 2026; VFH, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XLRE | VFH |
|---|---|---|
| Bank of America Corp. | $309.3M | $2.8B |
| Creative Planning | $2.3B | $10.7M |
| Morgan Stanley | $475.0M | $490.8M |
| UBS Group AG | $95.1M | $255.1M |
| LPL Financial LLC | $203.9M | $127.0M |
| Wells Fargo & Company | $78.1M | $238.4M |
| PGIM Custom Harvest LLC | $41.7M | $221.9M |
| Raymond James Financial Inc. | $60.4M | $160.8M |
| Cassaday & Co Wealth Management LLC | $149.4M | $64K |
| Ameriprise Financial Inc. | $44.1M | $97.8M |
| Cetera Investment Advisers | $69.6M | $56.6M |
| FMR LLC | $898K | $122.5M |
| Royal Bank of Canada | $30.0M | $84.1M |
| Envestnet Asset Management Inc. | $46.7M | $63.8M |
| Stifel Financial Corp. | $16.2M | $59.4M |
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: XLRE institutional holders, VFH institutional holders.
Frequently asked questions
How much do XLRE and VFH overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLRE as of June 30, 2026 and VFH as of May 31, 2026.
Do institutions hold both XLRE and VFH?
346 Form 13F filers report positions in both, out of 1,212 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%.