VBR vs VB overlap
VBR and VB overlap 59.0% by weight, across 840 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VBR | VB | Overlap |
|---|---|---|---|
| Jabil Inc.JBL | 0.87% | 0.49% | 0.49% |
| Emcor Group Inc.EME | 0.40% | 0.45% | 0.40% |
| NRG EnergyNRG | 0.66% | 0.37% | 0.37% |
| Tapestry Inc.TPR | 0.63% | 0.36% | 0.36% |
| Atmos EnergyATO | 0.62% | 0.35% | 0.35% |
| Williams-SonomaWSM | 0.59% | 0.33% | 0.33% |
| MKS Inc.MKSI | 0.32% | 0.37% | 0.32% |
| Flex Ltd.FLEX | 0.32% | 0.36% | 0.32% |
| Moderna Inc.MRNA | 0.54% | 0.30% | 0.30% |
| Smurfit WestrockSW | 0.52% | 0.29% | 0.29% |
| F5 Inc.FFIV | 0.50% | 0.29% | 0.29% |
| US Foods HoldingUSFD | 0.48% | 0.27% | 0.27% |
| Illumina Inc.ILMN | 0.27% | 0.31% | 0.27% |
| Hunt (JB) TransJBHT | 0.47% | 0.27% | 0.27% |
| Expand Energy CoEXE | 0.47% | 0.27% | 0.27% |
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: VBR, SEC Form N-PORT, June 30, 2026; VB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VBR | VB |
|---|---|---|
| Bank of America Corp. | $3.3B | $6.5B |
| Morgan Stanley | $938.8M | $2.5B |
| Wells Fargo & Company | $407.3M | $1.5B |
| UBS Group AG | $356.4M | $1.3B |
| Envestnet Asset Management Inc. | $387.2M | $1.2B |
| Assetmark, Inc. | $1.2B | $215.1M |
| LPL Financial LLC | $375.2M | $1.0B |
| Captrust Financial Advisors | $314.5M | $883.6M |
| Mercer Global Advisors Inc. | $44.1M | $1.0B |
| Jones Financial Companies LLLP | $251.3M | $789.2M |
| Northwestern Mutual Wealth Management Co | $93.8M | $852.9M |
| Raymond James Financial Inc. | $249.2M | $625.2M |
| PNC Financial Services Group, Inc. | $205.2M | $602.1M |
| Mariner, LLC | $115.3M | $690.8M |
| Ameriprise Financial Inc. | $164.1M | $618.3M |
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: VBR institutional holders, VB institutional holders.
Frequently asked questions
How much do VBR and VB overlap?
59.0% by weight, with 840 holdings in common, using holdings for VBR as of June 30, 2026 and VB as of June 30, 2026. The largest shared position is JBL.
Do institutions hold both VBR and VB?
1,320 Form 13F filers report positions in both, out of 2,913 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%.