VUSB vs SCHZ overlap

VUSB and SCHZ overlap 1.8% by weight, across 406 shared holdings.

VUSBSCHZ

Pick 2 to 4 ETFs.

1.8%

overlap by weight, across 406 shared holdings

VUSB35.8% of the fund is in shared holdings, of 1,281

SCHZ1.8% of the fund is in shared holdings, of 12,326

Top shared holdings

Holding	VUSB	SCHZ	Overlap
US Treasury N/BT	0.67%	0.24%	0.24%
US Treasury N/B	0.52%	0.13%	0.13%
Bank of AMER CRP	0.19%	0.02%	0.02%
Goldman Sachs Group Inc. (the) 4.148%/VAR 01/21/2029	0.35%	0.01%	0.01%
Amgen Inc.AMGN	0.16%	0.01%	0.01%
Goldman Sachs GP	0.22%	0.01%	0.01%
Bank of AMER CRPBAC	0.37%	0.01%	0.01%
Wells Fargo Co	0.08%	0.01%	0.01%
Cigna Group/theCI	0.07%	0.01%	0.01%
KFWKFW	0.19%	0.01%	0.01%
Wells Fargo Co	0.03%	0.01%	0.01%
Salesforce Inc.CRM	0.19%	0.01%	0.01%
Bank of AMER CRPBAC	0.06%	0.01%	0.01%
HSBC Holdings	0.14%	0.01%	0.01%
Bank of America Corporation 4.948%/VAR 07/22/2028	0.08%	0.01%	0.01%

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: VUSB, SEC Form N-PORT, June 30, 2026; SCHZ, SEC Form N-PORT, June 30, 2026.

172

institutions report holding both, of 989 holding any

VUSB60.6% of its 13F dollars, 35.3% of its 488 holders

SCHZ39.2% of its 13F dollars, 25.6% of its 673 holders

Largest institutions holding both

Firm	VUSB	SCHZ
JPMorgan Chase & Co	$1.2B	$335.0M
HighTower Advisors, LLC	$98.4M	$99.3M
Bank of America Corp.	$161.5M	$32.3M
Wells Fargo & Company	$183.1M	$5
LPL Financial LLC	$130.7M	$25.9M
Financial Engines Advisors L.L.C.	$2.2M	$131.4M
Blue Trust, Inc.	$77.6M	$35.8M
Envestnet Asset Management Inc.	$9.0M	$80.6M
Avion Wealth	$74.6M	$1.4M
Mariner, LLC	$24.5M	$49.3M
Mercer Global Advisors Inc.	$49.2M	$20.4M
Cetera Investment Advisers	$19.5M	$43.1M
Wealth Enhancement Advisory Services, LLC	$9.1M	$49.8M
Jones Financial Companies LLLP	$4.9M	$52.9M
Waverly Advisors, LLC	$45.7M	$5.1M

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: VUSB institutional holders, SCHZ institutional holders.

Frequently asked questions

How much do VUSB and SCHZ overlap?

1.8% by weight, with 406 holdings in common, using holdings for VUSB as of June 30, 2026 and SCHZ as of June 30, 2026. The largest shared position is T.

Do institutions hold both VUSB and SCHZ?

172 Form 13F filers report positions in both, out of 989 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%.