WINN vs VTEC overlap
WINN and VTEC overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (WINN: July 31, 2026, VTEC: May 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
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: WINN, SEC Form N-PORT, July 31, 2026; VTEC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WINN | VTEC |
|---|---|---|
| LPL Financial LLC | $144.4M | $19.1M |
| Corient Private Wealth LP | $134.4M | $9.2M |
| Raymond James Financial Inc. | $88.4M | $2.9M |
| Grant Street Asset Management, Inc. | $90.3M | $1.0M |
| Wealth Enhancement Advisory Services, LLC | $57.6M | $2.1M |
| Bank of America Corp. | $347K | $42.3M |
| Commonwealth Equity Services, LLC | $33.7M | $2.7M |
| Cetera Investment Advisers | $6.8M | $26.5M |
| Morgan Stanley | $80K | $22.1M |
| Cerity Partners LLC | $15.5M | $745K |
| Golden State Wealth Management, LLC | $14.0M | $71K |
| Osaic Holdings, Inc. | $9.7M | $3.7M |
| Cambridge Investment Research Advisors, Inc. | $10.7M | $524K |
| Royal Bank of Canada | $9.8M | $1.1M |
| Joel Isaacson & Co., LLC | $5.2M | $3.7M |
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: WINN institutional holders, VTEC institutional holders.
Frequently asked questions
How much do WINN and VTEC overlap?
0.0% by weight, with 0 holdings in common, using holdings for WINN as of July 31, 2026 and VTEC as of May 31, 2026.
Do institutions hold both WINN and VTEC?
37 Form 13F filers report positions in both, out of 290 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%.