VCSH vs BIL overlap
584 institutions report holding both VCSH and BIL.
VCSHBIL
Pick 2 to 4 ETFs.
We don’t have holdings for BIL. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
584
institutions report holding both, of 2,181 holding any
VCSH66.9% of its 13F dollars, 39.6% of its 1,474 holders
BIL73.5% of its 13F dollars, 45.2% of its 1,291 holders
Largest institutions holding both
| Firm | VCSH | BIL |
|---|---|---|
| Bank of America Corp. | $6.2B | $1.5B |
| Morgan Stanley | $1.8B | $2.7B |
| LPL Financial LLC | $305.7M | $1.4B |
| Wells Fargo & Company | $636.3M | $769.8M |
| UBS Group AG | $502.4M | $831.3M |
| Royal Bank of Canada | $452.8M | $722.1M |
| Envestnet Asset Management Inc. | $649.3M | $429.9M |
| Raymond James Financial Inc. | $336.5M | $419.8M |
| Stifel Financial Corp. | $129.9M | $492.3M |
| AQR Capital Management LLC | $1.8M | $508.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | $154.7M | $334.3M |
| Assetmark, Inc. | $36.6M | $421.6M |
| Cambridge Investment Research Advisors, Inc. | $67.3M | $358.9M |
| IEQ Capital, LLC | $403K | $390.0M |
| Cetera Investment Advisers | $109.8M | $261.8M |
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: VCSH institutional holders, BIL institutional holders.
Frequently asked questions
Do institutions hold both VCSH and BIL?
584 Form 13F filers report positions in both, out of 2,181 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%.