XTEN vs VCRM overlap
XTEN and VCRM 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: XTEN, SEC Form N-PORT, July 31, 2026; VCRM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XTEN | VCRM |
|---|---|---|
| Envestnet Asset Management Inc. | $117.2M | $7.0M |
| JPMorgan Chase & Co | $57.1M | $6.4M |
| Cerity Partners LLC | $16.4M | $2.1M |
| Truist Financial Corp. | $581K | $15.8M |
| LPL Financial LLC | $1.3M | $7.6M |
| Integrated Wealth Concepts LLC | $279K | $7.4M |
| MML Investors Services, LLC | $4.3M | $440K |
| NewEdge Advisors, LLC | $1.1M | $3.5M |
| &Partners | $2.6M | $743K |
| Commonwealth Equity Services, LLC | $204K | $2.5M |
| Thrivent Financial for Lutherans | $338K | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $768K |
| Tower Research Capital LLC (TRC) | $2.1M | $100K |
| Osaic Holdings, Inc. | $1.1M | $989K |
| Aptus Capital Advisors, LLC | $70K | $1.8M |
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: XTEN institutional holders, VCRM institutional holders.
Frequently asked questions
How much do XTEN and VCRM overlap?
0.0% by weight, with 0 holdings in common, using holdings for XTEN as of July 31, 2026 and VCRM as of July 31, 2026.
Do institutions hold both XTEN and VCRM?
22 Form 13F filers report positions in both, out of 311 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%.