VO vs IJH overlap
VO and IJH overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | VO | IJH | Overlap |
|---|---|---|---|
| Burlington StoreBURL | 0.10% | 0.55% | 0.10% |
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: VO, SEC Form N-PORT, June 30, 2026; IJH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VO | IJH |
|---|---|---|
| Wells Fargo & Company | $8.8B | $4.4B |
| Northwestern Mutual Wealth Management Co | $2.0B | $10.2B |
| Bank of America Corp. | $6.0B | $5.2B |
| Jones Financial Companies LLLP | $8.9B | $707.7M |
| UBS Group AG | $4.5B | $2.0B |
| Morgan Stanley | $2.9B | $3.2B |
| Raymond James Financial Inc. | $2.5B | $3.0B |
| Bank of New York Mellon Corp | $358.2M | $4.7B |
| Envestnet Asset Management Inc. | $2.0B | $2.9B |
| FMR LLC | $183.6M | $4.2B |
| Goldman Sachs Group Inc. | $291.2M | $3.3B |
| Creative Planning | $2.6B | $376.9M |
| LPL Financial LLC | $1.2B | $1.8B |
| BlackRock, Inc. | $65.3M | $2.2B |
| Royal Bank of Canada | $547.6M | $1.7B |
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: VO institutional holders, IJH institutional holders.
Frequently asked questions
How much do VO and IJH overlap?
0.1% by weight, with 1 holdings in common, using holdings for VO as of June 30, 2026 and IJH as of June 30, 2026. The largest shared position is BURL.
Do institutions hold both VO and IJH?
1,806 Form 13F filers report positions in both, out of 3,407 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%.