VTWV vs RSMC overlap
VTWV and RSMC overlap 1.0% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VTWV: May 31, 2026, RSMC: July 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 | VTWV | RSMC | Overlap |
|---|---|---|---|
| HA Sustainable IHASI | 0.32% | 3.79% | 0.32% |
| One Gas Inc.OGS | 0.29% | 2.14% | 0.29% |
| Ducommun Inc.DCO | 0.13% | 1.32% | 0.13% |
| KORN FerryKFY | 0.12% | 2.85% | 0.12% |
| Pediatrix MedicaMD | 0.11% | 1.68% | 0.11% |
| Radnet Inc.RDNT | 0.04% | 3.17% | 0.04% |
| Merit MedicalMMSI | 0.02% | 1.69% | 0.02% |
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: VTWV, SEC Form N-PORT, May 31, 2026; RSMC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VTWV | RSMC |
|---|---|---|
| Rockefeller Capital Management L.P. | $16.9M | $617.6M |
| Envestnet Asset Management Inc. | $3.9M | $36.9M |
| LPL Financial LLC | $23.0M | $1.6M |
| Commerce Bank | $23.5M | $621K |
| Wells Fargo & Company | $18.6M | $524K |
| UBS Group AG | $8.2M | $25K |
| JPMorgan Chase & Co | $6.6M | $956K |
| Franklin Resources Inc. | $5.1M | $1.8M |
| Clearstead Advisors, LLC | $2.6M | $198K |
| Quantinno Capital Management LP | $318K | $2.4M |
| Bank of New York Mellon Corp | $339K | $424K |
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: VTWV institutional holders, RSMC institutional holders.
Frequently asked questions
How much do VTWV and RSMC overlap?
1.0% by weight, with 7 holdings in common, using holdings for VTWV as of May 31, 2026 and RSMC as of July 31, 2026. The largest shared position is HASI.
Do institutions hold both VTWV and RSMC?
11 Form 13F filers report positions in both, out of 199 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%.