VONG vs SCHX overlap
VONG and SCHX overlap 59.0% by weight, across 299 shared holdings.
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Top shared holdings
| Holding | VONG | SCHX | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 13.07% | 7.50% | 7.50% |
| Apple Inc.AAPL | 11.95% | 6.69% | 6.69% |
| Microsoft Corp.MSFT | 8.96% | 4.88% | 4.88% |
| Amazon.COM Inc.AMZN | 5.06% | 3.86% | 3.86% |
| Alphabet Inc.-aGOOGL | 3.91% | 3.23% | 3.23% |
| Broadcom Inc.AVGO | 5.77% | 3.10% | 3.10% |
| Alphabet Inc.-CGOOG | 3.15% | 2.57% | 2.57% |
| META Platforms-aMETA | 3.19% | 2.02% | 2.02% |
| Tesla Inc.TSLA | 3.48% | 1.79% | 1.79% |
| ELI Lilly & CoLLY | 2.67% | 1.28% | 1.28% |
| ADV Micro DeviceAMD | 1.47% | 1.23% | 1.23% |
| VISA Inc.-Class aV | 1.57% | 0.80% | 0.80% |
| Costco WholesaleCOST | 1.28% | 0.62% | 0.62% |
| Mastercard Inc.-aMA | 1.20% | 0.59% | 0.59% |
| LAM ResearchLRCX | 1.20% | 0.58% | 0.58% |
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: VONG, SEC Form N-PORT, May 31, 2026; SCHX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VONG | SCHX |
|---|---|---|
| Bank of America Corp. | $9.7B | $306.9M |
| US Bancorp | $701K | $5.1B |
| UBS Group AG | $3.8B | $293.7M |
| Creative Planning | $257.0M | $2.4B |
| LPL Financial LLC | $2.2B | $252.0M |
| Morgan Stanley | $1.3B | $260.4M |
| Cetera Investment Advisers | $1.2B | $49.9M |
| Moneta Group Investment Advisors LLC | $6.6M | $1.1B |
| Northwestern Mutual Wealth Management Co | $18.7M | $1.1B |
| HBK Sorce Advisory LLC | $19.6M | $1.1B |
| SEI Investments Co | $346K | $950.6M |
| Betterment LLC | $786K | $842.5M |
| Envestnet Asset Management Inc. | $691.5M | $127.3M |
| TIAA-CREF Individual & Institutional Services, LLC | $724.2M | $3.7M |
| Cerity Partners LLC | $161.9M | $544.6M |
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: VONG institutional holders, SCHX institutional holders.
Frequently asked questions
How much do VONG and SCHX overlap?
59.0% by weight, with 299 holdings in common, using holdings for VONG as of May 31, 2026 and SCHX as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both VONG and SCHX?
555 Form 13F filers report positions in both, out of 1,999 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%.