VMBS vs IEI overlap
VMBS and IEI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: VMBS, SEC Form N-PORT, May 31, 2026; IEI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VMBS | IEI |
|---|---|---|
| Bank of America Corp. | $2.8B | $1.1B |
| JPMorgan Chase & Co | $1.2B | $2.3B |
| Envestnet Asset Management Inc. | $1.3B | $402.0M |
| Assetmark, Inc. | $412.1M | $462.7M |
| Captrust Financial Advisors | $4.4M | $803.1M |
| Stifel Financial Corp. | $478.2M | $252.2M |
| Wells Fargo & Company | $456.2M | $270.1M |
| Morgan Stanley | $257.1M | $354.8M |
| LPL Financial LLC | $294.7M | $307.3M |
| Ameriprise Financial Inc. | $239.0M | $338.8M |
| Financial Engines Advisors L.L.C. | $65.5M | $508.6M |
| Bank of New York Mellon Corp | $496.4M | $56.9M |
| Raymond James Financial Inc. | $323.2M | $184.1M |
| UBS Group AG | $226.3M | $220.5M |
| FMR LLC | $1.3M | $433.6M |
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: VMBS institutional holders, IEI institutional holders.
Frequently asked questions
How much do VMBS and IEI overlap?
0.0% by weight, with 0 holdings in common, using holdings for VMBS as of May 31, 2026 and IEI as of May 31, 2026.
Do institutions hold both VMBS and IEI?
324 Form 13F filers report positions in both, out of 1,207 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%.