XLV vs VNQ overlap
XLV 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: XLV, SEC Form N-PORT, June 30, 2026; VNQ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XLV | VNQ |
|---|---|---|
| Bank of America Corp. | $5.1B | $947.8M |
| JPMorgan Chase & Co | $2.1B | $743.0M |
| Morgan Stanley | $1.9B | $896.0M |
| Empower Advisory Group, LLC | $865K | $1.7B |
| Northwestern Mutual Wealth Management Co | $10.7M | $1.6B |
| Wells Fargo & Company | $1.1B | $384.7M |
| Goldman Sachs Group Inc. | $1.2B | $170.3M |
| Creative Planning | $23.0M | $1.2B |
| LPL Financial LLC | $930.2M | $224.8M |
| Wealthfront Advisers LLC | $5.5M | $980.1M |
| UBS Group AG | $815.2M | $145.3M |
| Raymond James Financial Inc. | $789.2M | $121.5M |
| Envestnet Asset Management Inc. | $673.0M | $213.0M |
| Royal Bank of Canada | $495.3M | $153.5M |
| Ameriprise Financial Inc. | $421.3M | $144.9M |
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: XLV institutional holders, VNQ institutional holders.
Frequently asked questions
How much do XLV and VNQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for XLV as of June 30, 2026 and VNQ as of July 31, 2026.
Do institutions hold both XLV and VNQ?
942 Form 13F filers report positions in both, out of 2,715 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%.