VIG vs ITOT overlap
VIG and ITOT overlap 38.2% by weight, across 325 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VIG | ITOT | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 4.45% | 5.81% | 4.45% |
| Microsoft Corp.MSFT | 4.34% | 3.79% | 3.79% |
| Broadcom Inc.AVGO | 4.63% | 2.45% | 2.45% |
| ELI Lilly & CoLLY | 3.93% | 1.30% | 1.30% |
| JPMorgan ChaseJPM | 4.07% | 1.20% | 1.20% |
| Johnson&JohnsonJNJ | 2.67% | 0.84% | 0.84% |
| VISA Inc.-Class aV | 2.45% | 0.78% | 0.78% |
| Exxon Mobil Corp.XOM | 2.78% | 0.77% | 0.77% |
| LAM ResearchLRCX | 1.58% | 0.74% | 0.74% |
| Walmart Inc.WMT | 2.11% | 0.68% | 0.68% |
| Caterpillar Inc.CAT | 1.62% | 0.67% | 0.67% |
| Cisco SystemsCSCO | 1.98% | 0.63% | 0.63% |
| Abbvie Inc.ABBV | 1.92% | 0.61% | 0.61% |
| Costco WholesaleCOST | 1.83% | 0.57% | 0.57% |
| Mastercard Inc.-aMA | 2.00% | 0.57% | 0.57% |
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: VIG, SEC Form N-PORT, July 31, 2026; ITOT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VIG | ITOT |
|---|---|---|
| BlackRock, Inc. | $29.8M | $14.1B |
| Wells Fargo & Company | $2.4B | $10.9B |
| Bank of America Corp. | $5.1B | $1.1B |
| Morgan Stanley | $3.1B | $1.7B |
| Wealthfront Advisers LLC | $2.2B | $2.5B |
| LPL Financial LLC | $1.7B | $1.1B |
| Raymond James Financial Inc. | $1.5B | $330.0M |
| Betterment LLC | $40.9M | $1.7B |
| UBS Group AG | $1.5B | $159.6M |
| Alliancebernstein L.P. | $1.2M | $1.6B |
| Focus Partners Wealth | $165.8M | $1.4B |
| HB Wealth Management, LLC | $1.4B | $164.0M |
| Envestnet Asset Management Inc. | $609.8M | $686.3M |
| Royal Bank of Canada | $989.0M | $187.5M |
| JPMorgan Chase & Co | $753.8M | $291.6M |
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: VIG institutional holders, ITOT institutional holders.
Frequently asked questions
How much do VIG and ITOT overlap?
38.2% by weight, with 325 holdings in common, using holdings for VIG as of July 31, 2026 and ITOT as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both VIG and ITOT?
1,222 Form 13F filers report positions in both, out of 3,083 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%.