VIGI vs SHLD overlap
VIGI and SHLD overlap 1.6% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VIGI: July 31, 2026, SHLD: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | VIGI | SHLD | Overlap |
|---|---|---|---|
| BAE Systems PLCBAESF | 1.48% | 4.88% | 1.48% |
| LIG Defense&Aero079550 | 0.11% | 1.11% | 0.11% |
| Chemring GroupCHG | 0.04% | 0.33% | 0.04% |
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: VIGI, SEC Form N-PORT, July 31, 2026; SHLD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VIGI | SHLD |
|---|---|---|
| Bank of America Corp. | $310.7M | $604.8M |
| EP Wealth Advisors, LLC | $770.7M | $4.1M |
| Morgan Stanley | $528.9M | $217.1M |
| LPL Financial LLC | $96.6M | $315.9M |
| JPMorgan Chase & Co | $8.1M | $257.7M |
| Bank of Montreal | $10.4M | $187.5M |
| Jones Financial Companies LLLP | $171.2M | $8.0M |
| Envestnet Asset Management Inc. | $77.2M | $81.4M |
| Raymond James Financial Inc. | $72.1M | $74.3M |
| Wells Fargo & Company | $130.4M | $869K |
| Royal Bank of Canada | $67.2M | $41.8M |
| UBS Group AG | $61.8M | $43.4M |
| Bank of New York Mellon Corp | $93.6M | $5.6M |
| Cetera Investment Advisers | $41.3M | $37.3M |
| Stifel Financial Corp. | $19.3M | $58.1M |
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: VIGI institutional holders, SHLD institutional holders.
Frequently asked questions
How much do VIGI and SHLD overlap?
1.6% by weight, with 3 holdings in common, using holdings for VIGI as of July 31, 2026 and SHLD as of May 31, 2026. The largest shared position is BAESF.
Do institutions hold both VIGI and SHLD?
216 Form 13F filers report positions in both, out of 1,000 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%.