XLRE vs VHT overlap
XLRE and VHT 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; VHT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XLRE | VHT |
|---|---|---|
| Creative Planning | $2.3B | $24.3M |
| Morgan Stanley | $475.0M | $463.6M |
| Bank of America Corp. | $309.3M | $529.7M |
| UBS Group AG | $95.1M | $406.0M |
| LPL Financial LLC | $203.9M | $242.4M |
| PGIM Custom Harvest LLC | $41.7M | $271.8M |
| Wells Fargo & Company | $78.1M | $216.8M |
| Clal Insurance Enterprises Holdings Ltd | $704K | $242.8M |
| Cetera Investment Advisers | $69.6M | $114.0M |
| Raymond James Financial Inc. | $60.4M | $120.3M |
| Envestnet Asset Management Inc. | $46.7M | $127.5M |
| Royal Bank of Canada | $30.0M | $138.7M |
| Ameriprise Financial Inc. | $44.1M | $110.0M |
| Cassaday & Co Wealth Management LLC | $149.4M | $2.7M |
| Cambridge Investment Research Advisors, Inc. | $17.7M | $82.9M |
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, VHT institutional holders.
Frequently asked questions
How much do XLRE and VHT overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLRE as of June 30, 2026 and VHT as of May 31, 2026.
Do institutions hold both XLRE and VHT?
421 Form 13F filers report positions in both, out of 1,492 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%.