VO vs IJR overlap
VO and IJR 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: VO, SEC Form N-PORT, June 30, 2026; IJR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | VO | IJR |
|---|---|---|
| Jones Financial Companies LLLP | $8.9B | $3.3B |
| Wells Fargo & Company | $8.8B | $2.1B |
| Bank of America Corp. | $6.0B | $4.9B |
| Northwestern Mutual Wealth Management Co | $2.0B | $6.6B |
| UBS Group AG | $4.5B | $1.5B |
| Morgan Stanley | $2.9B | $2.8B |
| Raymond James Financial Inc. | $2.5B | $2.1B |
| Envestnet Asset Management Inc. | $2.0B | $2.4B |
| FMR LLC | $183.6M | $3.7B |
| LPL Financial LLC | $1.2B | $2.4B |
| Creative Planning | $2.6B | $185.7M |
| US Bancorp | $1.8B | $702.6M |
| Bank of New York Mellon Corp | $358.2M | $1.7B |
| Natixis Advisors, LLC | $1.4B | $587.0M |
| PNC Financial Services Group, Inc. | $774.8M | $1.1B |
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, IJR institutional holders.
Frequently asked questions
How much do VO and IJR overlap?
0.0% by weight, with 0 holdings in common, using holdings for VO as of June 30, 2026 and IJR as of June 30, 2026.
Do institutions hold both VO and IJR?
1,796 Form 13F filers report positions in both, out of 3,520 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%.