VIG vs RSP overlap

VIG and RSP overlap 27.3% by weight, across 169 shared holdings.

VIGRSP

Pick 2 to 4 ETFs.

27.3%

overlap by weight, across 169 shared holdings

VIG95.4% of the fund is in shared holdings, of 333

RSP33.9% of the fund is in shared holdings, of 503

Top shared holdings

Holding	VIG	RSP	Overlap
Travelers COS inTRV	0.34%	0.24%	0.24%
Abbott LabsABT	0.80%	0.23%	0.23%
Allstate Corp.ALL	0.29%	0.23%	0.23%
Mastercard Inc.-aMA	2.00%	0.23%	0.23%
Microsoft Corp.MSFT	4.34%	0.23%	0.23%
Phillips 66PSX	0.37%	0.23%	0.23%
Honeywell IntlHON	0.33%	0.22%	0.22%
Automatic DataADP	0.46%	0.22%	0.22%
Illinois Tool WOITW	0.32%	0.22%	0.22%
Amgen Inc.AMGN	0.90%	0.22%	0.22%
JPMorgan ChaseJPM	4.07%	0.22%	0.22%
State St Corp.STT	0.22%	0.22%	0.22%
Bank of AmericaBAC	1.75%	0.22%	0.22%
Marsh & McLennanMRSH	0.40%	0.22%	0.22%
Cintas Corp.CTAS	0.30%	0.22%	0.22%

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; RSP, SEC Form N-PORT, July 31, 2026.

1,474

institutions report holding both, of 3,431 holding any

VIG84.2% of its 13F dollars, 56.9% of its 2,592 holders

RSP74.7% of its 13F dollars, 63.7% of its 2,313 holders

Largest institutions holding both

Firm	VIG	RSP
Bank of America Corp.	$5.1B	$5.2B
Morgan Stanley	$3.1B	$6.9B
Northwestern Mutual Wealth Management Co	$359.6M	$6.0B
Wells Fargo & Company	$2.4B	$1.4B
UBS Group AG	$1.5B	$1.7B
LPL Financial LLC	$1.7B	$1.4B
Raymond James Financial Inc.	$1.5B	$906.8M
Wealthfront Advisers LLC	$2.2B	$7.9M
Goldman Sachs Group Inc.	$166.5M	$1.7B
Royal Bank of Canada	$989.0M	$827.2M
HB Wealth Management, LLC	$1.4B	$49.1M
Ameriprise Financial Inc.	$544.4M	$685.9M
JPMorgan Chase & Co	$753.8M	$414.7M
Cresset Asset Management, LLC	$184.6M	$934.7M
Envestnet Asset Management Inc.	$609.8M	$416.7M

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, RSP institutional holders.

Frequently asked questions

How much do VIG and RSP overlap?

27.3% by weight, with 169 holdings in common, using holdings for VIG as of July 31, 2026 and RSP as of July 31, 2026. The largest shared position is TRV.

Do institutions hold both VIG and RSP?

1,474 Form 13F filers report positions in both, out of 3,431 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%.