XT vs VCR overlap
XT and VCR overlap 6.2% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XT: July 31, 2026, VCR: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | XT | VCR | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 3.14% | 24.41% | 3.14% |
| Tesla Inc.TSLA | 3.08% | 17.72% | 3.08% |
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: XT, SEC Form N-PORT, July 31, 2026; VCR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XT | VCR |
|---|---|---|
| Financial Engines Advisors L.L.C. | $2.4B | $671K |
| Bank of America Corp. | $22.8M | $651.9M |
| Morgan Stanley | $19.9M | $169.1M |
| JPMorgan Chase & Co | $1.0M | $165.6M |
| UBS Group AG | $21.9M | $135.7M |
| Wells Fargo & Company | $7.1M | $128.1M |
| LPL Financial LLC | $50.9M | $80.6M |
| Raymond James Financial Inc. | $19.4M | $57.0M |
| Ameriprise Financial Inc. | $45.1M | $30.1M |
| Northwestern Mutual Wealth Management Co | $1.9M | $73.2M |
| Foundations Investment Advisors, LLC | $303K | $64.0M |
| Envestnet Asset Management Inc. | $5.9M | $47.4M |
| Baird Financial Group, Inc. | $46.1M | $216K |
| Stifel Financial Corp. | $462K | $44.8M |
| Commonwealth Equity Services, LLC | $27.0M | $12.4M |
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: XT institutional holders, VCR institutional holders.
Frequently asked questions
How much do XT and VCR overlap?
6.2% by weight, with 2 holdings in common, using holdings for XT as of July 31, 2026 and VCR as of May 31, 2026. The largest shared position is AMZN.
Do institutions hold both XT and VCR?
152 Form 13F filers report positions in both, out of 711 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%.